Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate | NA | 14.30% | 1.95% | 5.30% | 5.99% | 7.36% | 7.94% | 9.59% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite 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 (%) | 1.16 | 14.30 | 1.95 | 5.30 | 5.99 | 7.36 | 7.94 | 9.59 | NA | 2.12 | 9.49 | -13.58 | 9.84 | 11.42 | 19.56 | -4.87 | 16.52 | 9.81 | -3.65 | 7.56 | 19.51 | 13.40 | -1.62 | 9.99 | 25.28 | -4.40 | 7.82 | 13.52 | 8.16 | 15.38 | 27.59 | 13.39 | 9.49 |
| Sharpe Ratio | NA | -0.35 | -0.27 | 0.26 | 0.42 | NA | NA | 0.90 | 0.37 | -0.49 | 0.63 | -1.39 | 1.05 | 1.10 | 2.34 | -0.61 | 3.16 | 1.33 | -0.52 | 0.99 | 2.60 | 1.53 | -0.11 | 1.03 | 2.82 | -0.78 | 0.50 | 1.26 | 0.86 | 1.78 | 3.94 | 2.83 | 1.87 |
| Standard Deviation(%) | NA | 9.33 | 9.30 | 9.49 | 8.67 | NA | NA | 8.52 | 8.26 | 9.16 | 8.32 | 10.75 | 9.37 | 10.14 | 7.76 | 10.11 | 5.02 | 7.22 | 7.04 | 7.62 | 7.49 | 8.72 | 15.17 | 9.58 | 8.93 | 6.86 | 9.74 | 8.11 | 6.99 | 8.09 | 6.82 | 4.33 | 3.84 |
| Draw Down(%) | NA | 9.40 | 13.07 | 16.10 | 16.10 | NA | NA | 16.10 | 1.61 | 9.01 | 7.43 | 14.65 | 4.00 | 15.45 | 4.53 | 12.97 | 1.55 | 4.41 | 8.68 | 5.77 | 5.59 | 7.72 | 14.97 | 8.44 | 4.74 | 11.03 | 5.48 | 8.63 | 5.20 | 6.94 | 2.81 | 2.37 | 2.38 |
| Yield(%) | NA | 2.93 | 3.91 | 4.10 | 4.19 | NA | NA | 4.59 | NA | 0.70 | 2.72 | 3.34 | 5.34 | 5.87 | 2.44 | 4.28 | 2.89 | 7.53 | 2.13 | 5.32 | 2.64 | 3.24 | 2.40 | 3.67 | 4.76 | 5.11 | 7.76 | 4.84 | 4.37 | 4.23 | 4.61 | 8.52 | 6.85 |
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 |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate |
-1.14%
Dec 2021 - Dec 2024 |
3.41%
Dec 2019 - Dec 2024 |
5.18%
Oct 2013 - Oct 2023 |
6.62%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate |
18.95%
Apr 2003 - Apr 2006 |
16.01%
May 2002 - May 2007 |
12.72%
Apr 2001 - Apr 2011 |
10.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart