Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ready Pac Foods Inc. 401 K Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 21.70% | 4.90% | 8.08% | 5.27% | 5.55% | 6.01% | 6.32% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ready Pac Foods Inc. 401 K Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.60 | 21.70 | 4.90 | 8.08 | 5.27 | 5.55 | 6.01 | 6.32 | NA | 11.00 | 7.35 | -9.81 | 12.06 | 13.03 | 17.00 | -10.19 | 12.07 | 1.51 | -3.57 | 5.68 | 15.75 | 10.83 | -2.34 | 1.00 | 11.04 | -14.01 | 13.61 | 15.36 | 12.26 | 13.04 | 18.92 | -4.02 | 1.31 |
| Sharpe Ratio | NA | 0.15 | -0.10 | 0.48 | 0.30 | NA | NA | 0.49 | 0.05 | 0.43 | 0.32 | -0.76 | 1.22 | 1.25 | 2.17 | -1.25 | 2.49 | 0.17 | -0.47 | 0.75 | 2.22 | 1.35 | -0.20 | 0.07 | 1.12 | -1.67 | 0.87 | 1.18 | 1.31 | 1.24 | 2.84 | -1.22 | -0.48 |
| Standard Deviation(%) | NA | 10.12 | 11.63 | 10.99 | 9.45 | NA | NA | 9.13 | 7.58 | 10.20 | 9.63 | 14.68 | 9.88 | 10.27 | 7.20 | 9.22 | 4.60 | 7.79 | 7.71 | 7.51 | 7.07 | 7.96 | 11.94 | 12.33 | 9.78 | 8.92 | 12.18 | 10.26 | 7.68 | 9.74 | 6.42 | 4.21 | 2.10 |
| Draw Down(%) | NA | 6.91 | 16.16 | 16.16 | 17.48 | NA | NA | 20.48 | 2.96 | 6.91 | 8.86 | 16.16 | 4.37 | 7.54 | 4.02 | 17.48 | 2.07 | 7.53 | 8.49 | 5.89 | 3.45 | 6.36 | 12.14 | 12.11 | 4.78 | 14.94 | 8.60 | 13.16 | 5.99 | 7.49 | 2.38 | 5.71 | 2.16 |
| Yield(%) | NA | 3.76 | 3.98 | 3.42 | 5.12 | NA | NA | 3.66 | NA | 0.56 | 3.63 | 2.98 | 5.23 | 2.16 | 3.33 | 6.96 | 5.53 | 3.40 | 3.81 | 14.73 | 2.74 | 1.37 | 0.36 | 0.50 | 1.09 | 0.63 | 8.58 | 6.15 | 4.12 | 1.29 | 1.33 | 1.19 | 2.50 |
Data as of 11/29/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ready Pac Foods Inc. 401 K Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.97%
Nov 2007 - Nov 2010 |
-0.32%
Oct 2007 - Oct 2012 |
3.11%
Oct 2007 - Oct 2017 |
3.11%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ready Pac Foods Inc. 401 K Retirement Savings Plan Tactical Asset Allocation Moderate |
17.80%
Apr 2003 - Apr 2006 |
15.34%
Oct 2002 - Oct 2007 |
7.95%
Apr 2003 - Apr 2013 |
7.34%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart