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 Strategic Asset Allocation - Equal Weight Moderate | 7.36% | NA | 15.36% | 0.02% | 4.07% | 4.54% | 6.14% | 6.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.40 | 15.36 | 0.02 | 4.07 | 4.54 | 6.14 | 6.05 | 7.36 | NA | 0.82 | 10.23 | -13.44 | 6.11 | 13.22 | 19.43 | -6.17 | 11.66 | 4.85 | -1.35 | 5.37 | 7.21 | 12.67 | 0.87 | 16.63 | 26.97 | -26.45 | 9.92 | 12.20 | 11.72 | 18.13 | 30.17 | 5.73 | 5.07 |
| Sharpe Ratio | NA | -0.63 | -0.51 | 0.04 | 0.26 | NA | NA | 0.58 | -0.02 | -0.75 | 0.70 | -1.21 | 0.70 | 0.78 | 2.96 | -0.89 | 2.56 | 0.57 | -0.17 | 0.87 | 1.08 | 2.18 | 0.08 | 1.74 | 1.68 | -1.37 | 0.75 | 1.25 | 1.54 | 2.33 | 5.64 | 0.74 | 0.40 |
| Standard Deviation(%) | NA | 7.60 | 9.69 | 11.24 | 9.44 | NA | NA | 9.64 | 4.95 | 7.69 | 8.50 | 12.28 | 8.64 | 16.57 | 6.10 | 8.41 | 4.31 | 8.11 | 8.23 | 6.16 | 6.66 | 5.79 | 11.07 | 9.50 | 16.01 | 20.03 | 9.30 | 7.17 | 6.21 | 7.37 | 5.23 | 6.29 | 6.97 |
| Draw Down(%) | NA | 6.80 | 18.15 | 21.72 | 21.72 | NA | NA | 38.01 | 0.44 | 6.67 | 8.59 | 18.87 | 5.77 | 21.72 | 2.54 | 11.94 | 2.14 | 6.66 | 8.58 | 4.48 | 7.63 | 4.82 | 11.76 | 5.74 | 14.60 | 36.45 | 6.15 | 8.85 | 4.76 | 9.35 | 3.35 | 11.09 | 10.70 |
| Yield(%) | NA | 2.88 | 3.11 | 3.41 | 2.92 | NA | NA | 4.33 | NA | 0.25 | 3.47 | 2.43 | 3.31 | 5.13 | 2.33 | 4.14 | 0.49 | 1.71 | 3.93 | 1.96 | 4.63 | 3.10 | 3.19 | 2.43 | 2.87 | 6.19 | 10.64 | 7.44 | 5.89 | 6.26 | 5.63 | 5.13 | 7.07 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.92%
Feb 2006 - Feb 2009 |
0.79%
Feb 2004 - Feb 2009 |
3.69%
Oct 2013 - Oct 2023 |
3.93%
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 Strategic Asset Allocation - Equal Weight Moderate |
22.24%
Mar 2003 - Mar 2006 |
17.95%
Oct 2002 - Oct 2007 |
10.63%
Mar 2003 - Mar 2013 |
9.00%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart