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 | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 11.87% | -2.36% | 3.50% | 2.25% | 3.82% | 5.97% | 6.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT 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 (%) | -1.56 | 11.87 | -2.36 | 3.50 | 2.25 | 3.82 | 5.97 | 6.73 | NA | 0.25 | 4.95 | -12.69 | 8.59 | 16.20 | 4.50 | -5.72 | 11.05 | 2.77 | -7.57 | -0.18 | 13.80 | 9.13 | -3.18 | 12.62 | 21.33 | -2.71 | 18.98 | 21.47 | 5.40 | 12.58 | 17.75 | 5.69 | 6.47 |
| Sharpe Ratio | NA | -0.40 | -0.69 | 0.08 | 0.03 | NA | NA | 0.61 | 0.10 | -0.69 | 0.10 | -1.55 | 0.77 | 1.74 | 0.58 | -0.86 | 1.73 | 0.44 | -1.13 | -0.03 | 1.74 | 1.51 | -0.28 | 0.91 | 1.91 | -0.58 | 1.23 | 1.74 | 0.47 | 1.44 | 3.83 | 1.56 | 1.09 |
| Standard Deviation(%) | NA | 9.11 | 8.54 | 9.27 | 8.00 | NA | NA | 8.41 | 11.07 | 9.17 | 7.20 | 9.07 | 11.17 | 9.19 | 5.29 | 8.14 | 6.02 | 5.81 | 6.75 | 6.65 | 7.91 | 6.03 | 11.28 | 13.77 | 11.12 | 6.23 | 12.98 | 10.47 | 6.93 | 8.11 | 4.45 | 2.93 | 3.83 |
| Draw Down(%) | NA | 6.14 | 15.88 | 18.89 | 18.89 | NA | NA | 18.89 | 0.71 | 6.14 | 6.57 | 13.36 | 6.72 | 5.96 | 3.05 | 12.05 | 2.85 | 6.26 | 11.02 | 7.33 | 6.59 | 4.65 | 11.84 | 9.09 | 5.74 | 6.28 | 9.66 | 7.37 | 5.05 | 10.29 | 1.89 | 1.64 | 2.79 |
| Yield(%) | NA | 4.15 | 2.61 | 3.36 | 3.14 | NA | NA | 4.29 | NA | 0.57 | 3.92 | 1.85 | 1.39 | 6.14 | 3.37 | 3.10 | 0.29 | 3.04 | 5.37 | 2.56 | 6.63 | 4.78 | 3.04 | 3.89 | 4.10 | 3.08 | 10.64 | 6.89 | 3.14 | 4.84 | 4.35 | 5.24 | 6.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.79%
Dec 2021 - Dec 2024 |
-0.24%
Feb 2015 - Feb 2020 |
1.18%
Oct 2013 - Oct 2023 |
3.30%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT PLAN Tactical Asset Allocation Moderate |
19.06%
Oct 2004 - Oct 2007 |
16.32%
Oct 2002 - Oct 2007 |
12.29%
Apr 2001 - Apr 2011 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart