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 |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 29.90% | 2.80% | 10.77% | 7.86% | 9.25% | 9.27% | 8.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K 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 (%) | -1.52 | 29.90 | 2.80 | 10.77 | 7.86 | 9.25 | 9.27 | 8.11 | NA | 17.42 | 10.39 | -13.91 | 13.07 | 26.89 | 21.82 | -8.02 | 13.54 | 8.42 | -2.15 | 4.06 | 20.23 | 10.90 | 3.74 | 18.11 | 13.72 | 0.29 | 9.53 | 13.49 | 7.10 | 11.16 | 23.59 | -16.12 | -4.96 |
| Sharpe Ratio | NA | 0.86 | 0.02 | 0.41 | 0.43 | NA | NA | 0.54 | 0.06 | 0.71 | 0.53 | -0.94 | 0.80 | 1.02 | 1.61 | -0.61 | 1.77 | 0.71 | -0.16 | 0.49 | 2.52 | 1.42 | 0.25 | 1.48 | 1.46 | -0.11 | 0.63 | 1.15 | 0.65 | 1.38 | 2.41 | -1.59 | -0.99 |
| Standard Deviation(%) | NA | 15.09 | 14.50 | 17.79 | 15.27 | NA | NA | 12.22 | 14.50 | 15.23 | 11.48 | 16.35 | 16.22 | 26.17 | 12.64 | 15.26 | 7.32 | 11.65 | 13.21 | 8.33 | 8.03 | 7.63 | 14.90 | 12.17 | 9.35 | 5.76 | 10.36 | 8.90 | 7.53 | 7.40 | 9.51 | 10.84 | 7.38 |
| Draw Down(%) | NA | 9.66 | 19.18 | 28.10 | 28.10 | NA | NA | 28.20 | 1.14 | 9.66 | 11.39 | 20.16 | 8.16 | 28.10 | 8.32 | 21.45 | 3.26 | 7.90 | 11.58 | 4.82 | 4.68 | 5.84 | 12.40 | 8.43 | 5.00 | 5.42 | 7.12 | 9.85 | 5.15 | 6.89 | 8.75 | 18.98 | 9.63 |
| Yield(%) | NA | 2.95 | 5.31 | 5.53 | 5.35 | NA | NA | 0.00 | NA | 0.36 | 3.36 | 1.90 | 11.65 | 5.58 | 9.61 | 6.69 | 2.01 | 3.53 | 5.05 | 7.81 | 4.49 | 2.75 | 2.31 | 2.08 | 3.87 | 4.46 | 6.12 | 5.28 | 3.52 | 1.58 | 1.07 | 2.62 | 2.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Tactical Asset Allocation Moderate |
0.72%
Apr 2021 - Apr 2024 |
2.22%
Mar 2015 - Mar 2020 |
5.79%
Oct 2013 - Oct 2023 |
6.75%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Tactical Asset Allocation Moderate |
20.46%
Dec 2018 - Dec 2021 |
14.17%
Oct 2016 - Oct 2021 |
12.08%
Mar 2003 - Mar 2013 |
10.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart