Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 8.34% | NA | 22.50% | -0.02% | 6.06% | 4.67% | 6.22% | 7.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 22.50 | -0.02 | 6.06 | 4.67 | 6.22 | 7.10 | 8.34 | NA | 4.05 | 10.31 | -17.60 | 13.68 | 19.00 | 9.41 | -5.56 | 11.67 | 4.86 | -3.43 | 3.43 | 9.52 | 11.39 | 3.28 | 13.96 | 25.44 | -20.05 | 18.34 | 14.80 | 15.18 | 14.66 | 32.22 | 13.24 | 1.18 |
| Sharpe Ratio | NA | -0.23 | -0.44 | 0.21 | 0.25 | NA | NA | 0.73 | -0.05 | -0.28 | 0.56 | -1.24 | 1.25 | 1.97 | 1.60 | -0.89 | 2.18 | 0.82 | -0.51 | 0.58 | 1.30 | 2.36 | 0.34 | 1.06 | 2.72 | -1.77 | 1.30 | 1.16 | 1.79 | 1.46 | 5.59 | 2.25 | -0.29 |
| Standard Deviation(%) | NA | 9.06 | 12.04 | 11.39 | 9.14 | NA | NA | 8.89 | 9.78 | 9.09 | 10.85 | 15.33 | 10.97 | 9.52 | 5.01 | 7.71 | 5.07 | 5.70 | 6.71 | 5.91 | 7.28 | 4.79 | 9.43 | 13.14 | 9.33 | 11.87 | 11.80 | 9.98 | 7.26 | 9.41 | 5.64 | 5.40 | 3.96 |
| Draw Down(%) | NA | 7.99 | 20.26 | 21.89 | 21.89 | NA | NA | 23.52 | 0.94 | 7.60 | 10.96 | 21.74 | 5.60 | 10.98 | 3.60 | 12.50 | 2.49 | 5.96 | 8.56 | 5.34 | 8.87 | 3.75 | 8.62 | 8.57 | 5.26 | 23.52 | 9.31 | 11.78 | 5.70 | 12.58 | 3.15 | 4.58 | 4.72 |
| Yield(%) | NA | 3.69 | 4.00 | 3.85 | 3.20 | NA | NA | 4.34 | NA | 0.51 | 3.60 | 4.42 | 3.43 | 3.84 | 3.22 | 3.47 | 0.43 | 3.44 | 3.16 | 2.65 | 3.34 | 4.84 | 4.71 | 1.81 | 2.69 | 2.77 | 11.52 | 7.55 | 5.55 | 5.40 | 7.33 | 4.80 | 5.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.84%
Dec 2021 - Dec 2024 |
2.01%
Dec 2013 - Dec 2018 |
3.11%
Oct 2013 - Oct 2023 |
4.36%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
22.06%
Jan 2003 - Jan 2006 |
20.49%
Oct 2002 - Oct 2007 |
12.73%
Apr 2001 - Apr 2011 |
10.01%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart