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 |
|---|---|---|---|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate | NA | 34.80% | 13.46% | 11.37% | 7.66% | 8.24% | 7.20% | 6.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Recreational Equipment Inc Retirement and 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 (%) | -0.82 | 34.80 | 13.46 | 11.37 | 7.66 | 8.24 | 7.20 | 6.81 | NA | 22.50 | 28.57 | -6.44 | 2.01 | 16.47 | 12.78 | -2.39 | 7.84 | 3.12 | -1.30 | 3.38 | 17.48 | 10.64 | 0.04 | 12.78 | 20.29 | -24.30 | 9.04 | 11.82 | 8.57 | 11.78 | 21.14 | -10.55 | -0.90 |
| Sharpe Ratio | NA | 2.03 | 1.00 | 0.74 | 0.57 | NA | NA | 0.47 | 0.09 | 1.83 | 2.86 | -0.57 | 0.19 | 0.85 | 1.29 | -0.34 | 1.34 | 0.34 | -0.14 | 0.50 | 2.47 | 1.34 | 0.00 | 0.99 | 1.23 | -1.15 | 0.66 | 1.25 | 1.01 | 1.52 | 2.30 | -0.95 | -0.32 |
| Standard Deviation(%) | NA | 8.61 | 10.60 | 12.77 | 10.99 | NA | NA | 11.34 | 7.48 | 8.69 | 8.50 | 13.72 | 10.46 | 19.19 | 8.82 | 10.90 | 5.36 | 8.66 | 9.67 | 6.74 | 7.06 | 7.91 | 15.60 | 12.78 | 16.39 | 22.00 | 9.24 | 6.85 | 6.31 | 7.15 | 8.89 | 12.30 | 10.14 |
| Draw Down(%) | NA | 5.55 | 13.91 | 20.72 | 21.49 | NA | NA | 35.49 | 0.52 | 5.55 | 4.06 | 14.72 | 8.34 | 20.72 | 5.23 | 12.74 | 4.00 | 8.90 | 10.63 | 4.61 | 4.26 | 6.89 | 14.39 | 9.65 | 14.56 | 33.96 | 6.46 | 7.49 | 4.29 | 5.27 | 8.11 | 18.83 | 15.54 |
| Yield(%) | NA | 17.33 | 10.63 | 7.23 | 5.69 | NA | NA | 3.81 | NA | 4.49 | 16.89 | 7.27 | 2.56 | 2.94 | 1.40 | 8.61 | 0.82 | 3.00 | 7.12 | 1.59 | 3.23 | 1.89 | 2.32 | 1.45 | 1.60 | 2.52 | 3.56 | 3.31 | 2.72 | 2.04 | 1.92 | 2.00 | 2.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate |
-6.59%
Feb 2006 - Feb 2009 |
-0.28%
Feb 2004 - Feb 2009 |
4.20%
Oct 2007 - Oct 2017 |
3.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate |
16.84%
Mar 2003 - Mar 2006 |
14.34%
Feb 2009 - Feb 2014 |
8.78%
Feb 2009 - Feb 2019 |
9.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart