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 Strategic Asset Allocation - Optimal Moderate | NA | 21.43% | -2.24% | 3.23% | 3.16% | 4.97% | 5.06% | 6.49% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATURE’S SUNSHINE PRODUCTS, INC.TAX DEFERRED RETIREMENT 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 (%) | -1.18 | 21.43 | -2.24 | 3.23 | 3.16 | 4.97 | 5.06 | 6.49 | NA | 4.99 | 7.16 | -16.97 | 1.90 | 17.42 | 17.08 | -10.54 | 9.50 | 5.36 | -2.03 | 2.58 | 10.00 | 11.74 | -1.61 | 15.55 | 23.92 | -23.79 | 8.60 | 15.14 | 11.06 | 12.06 | 30.78 | 0.39 | 12.53 |
| Sharpe Ratio | NA | -0.08 | -0.56 | -0.02 | 0.12 | NA | NA | 0.43 | -0.01 | -0.20 | 0.31 | -1.35 | 0.19 | 1.07 | 2.31 | -1.11 | 1.39 | 0.62 | -0.25 | 0.35 | 1.20 | 1.54 | -0.11 | 1.24 | 1.25 | -1.07 | 0.55 | 1.56 | 1.44 | 1.37 | 3.56 | -0.06 | 1.40 |
| Standard Deviation(%) | NA | 7.97 | 10.61 | 11.80 | 10.17 | NA | NA | 11.16 | 7.03 | 8.04 | 9.41 | 13.56 | 10.02 | 16.04 | 6.80 | 10.68 | 6.38 | 8.29 | 8.32 | 7.27 | 8.32 | 7.60 | 14.32 | 12.51 | 19.07 | 23.05 | 10.11 | 7.61 | 6.18 | 8.13 | 8.46 | 11.09 | 7.27 |
| Draw Down(%) | NA | 6.24 | 24.37 | 27.98 | 27.98 | NA | NA | 38.44 | 0.64 | 6.09 | 11.90 | 24.71 | 6.87 | 19.45 | 3.16 | 16.27 | 2.86 | 6.13 | 9.48 | 5.31 | 8.22 | 6.25 | 15.88 | 8.74 | 17.67 | 36.76 | 6.29 | 7.84 | 4.07 | 7.07 | 6.07 | 16.64 | 7.38 |
| Yield(%) | NA | 3.63 | 2.74 | 3.24 | 3.39 | NA | NA | 3.95 | NA | 0.57 | 3.63 | 2.15 | 1.97 | 5.25 | 2.77 | 7.41 | 0.24 | 3.45 | 4.16 | 2.74 | 8.94 | 3.33 | 2.93 | 3.89 | 2.67 | 2.59 | 7.79 | 5.99 | 4.18 | 3.39 | 2.22 | 2.95 | 5.54 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.11%
Feb 2006 - Feb 2009 |
-1.11%
Sep 2017 - Sep 2022 |
1.58%
Oct 2013 - Oct 2023 |
2.51%
Sep 2007 - Sep 2022 |
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 Strategic Asset Allocation - Optimal Moderate |
20.53%
Mar 2003 - Mar 2006 |
16.82%
Sep 2002 - Sep 2007 |
10.06%
Apr 2001 - Apr 2011 |
8.36%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart