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 - Optimal Moderate | 7.15% | NA | 18.16% | -0.90% | 2.11% | 3.53% | 5.27% | 5.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERSA PRODUCTS COMPANY INC. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.33 | 18.16 | -0.90 | 2.11 | 3.53 | 5.27 | 5.73 | 7.15 | NA | 0.15 | 10.67 | -15.29 | 0.88 | 8.51 | 20.45 | -7.10 | 11.83 | 5.89 | -1.67 | 3.23 | 9.50 | 11.86 | -1.18 | 16.46 | 31.12 | -26.57 | 11.35 | 12.20 | 12.94 | 17.33 | 32.12 | 5.20 | 7.21 |
| Sharpe Ratio | NA | -0.58 | -0.51 | -0.15 | 0.13 | NA | NA | 0.46 | 0.04 | -0.75 | 0.64 | -1.18 | 0.09 | 0.45 | 2.83 | -0.89 | 2.30 | 0.70 | -0.20 | 0.51 | 1.19 | 1.62 | -0.08 | 1.25 | 1.63 | -1.18 | 0.80 | 1.00 | 1.47 | 1.86 | 4.06 | 0.38 | 0.47 |
| Standard Deviation(%) | NA | 8.50 | 11.21 | 12.77 | 10.53 | NA | NA | 11.54 | 5.16 | 8.61 | 10.11 | 14.17 | 9.66 | 18.56 | 6.74 | 9.41 | 4.88 | 8.16 | 8.39 | 6.33 | 7.93 | 7.30 | 15.64 | 13.06 | 19.00 | 23.35 | 10.45 | 8.96 | 7.31 | 8.80 | 7.73 | 10.69 | 10.37 |
| Draw Down(%) | NA | 8.35 | 22.46 | 26.69 | 26.69 | NA | NA | 41.14 | 0.36 | 8.17 | 9.33 | 22.88 | 6.65 | 26.69 | 2.98 | 14.26 | 2.39 | 7.22 | 9.48 | 5.24 | 8.85 | 6.03 | 16.14 | 9.45 | 17.94 | 38.86 | 6.84 | 11.29 | 5.37 | 8.66 | 4.97 | 15.40 | 12.86 |
| Yield(%) | NA | 3.35 | 3.28 | 4.00 | 3.39 | NA | NA | 4.54 | NA | 0.21 | 3.63 | 3.20 | 2.68 | 7.08 | 2.25 | 4.48 | 0.39 | 2.26 | 4.71 | 2.25 | 8.23 | 2.48 | 3.48 | 1.93 | 2.30 | 6.80 | 10.33 | 6.18 | 5.62 | 6.78 | 5.06 | 4.50 | 7.59 |
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 - Optimal Moderate |
-8.71%
Feb 2006 - Feb 2009 |
-0.82%
Sep 2017 - Sep 2022 |
2.24%
Oct 2013 - Oct 2023 |
3.01%
Sep 2007 - Sep 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 - Optimal Moderate |
23.15%
Mar 2003 - Mar 2006 |
18.75%
Oct 2002 - Oct 2007 |
11.31%
Apr 2001 - Apr 2011 |
9.27%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart