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 |
|---|---|---|---|---|---|---|---|---|
| NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN Tactical Asset Allocation Moderate | NA | 25.62% | 6.53% | 9.96% | 7.98% | 9.83% | 9.80% | 10.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORTHWEST SHEET METAL WORKERS SUPP PENSION 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 (%) | -1.26 | 25.62 | 6.53 | 9.96 | 7.98 | 9.83 | 9.80 | 10.51 | NA | 12.96 | 14.74 | -7.64 | 12.09 | 14.54 | 18.99 | -2.94 | 11.25 | 7.14 | -0.34 | 9.00 | 18.62 | 12.91 | 3.25 | 20.97 | 20.15 | -0.93 | 8.39 | 12.63 | 7.67 | 13.56 | 26.70 | 5.31 | 8.72 |
| Sharpe Ratio | NA | 0.84 | 0.33 | 0.52 | 0.58 | NA | NA | 0.94 | 0.06 | 0.66 | 1.26 | -0.75 | 1.28 | 0.72 | 2.38 | -0.39 | 2.23 | 0.90 | -0.04 | 1.27 | 2.75 | 1.75 | 0.22 | 1.79 | 2.19 | -0.29 | 0.58 | 1.42 | 0.77 | 1.79 | 3.91 | 0.80 | 1.08 |
| Standard Deviation(%) | NA | 9.60 | 10.14 | 12.63 | 10.63 | NA | NA | 9.35 | 10.75 | 9.68 | 8.35 | 12.09 | 9.41 | 19.93 | 7.40 | 10.86 | 4.76 | 7.68 | 8.94 | 7.08 | 6.77 | 7.36 | 14.88 | 11.69 | 9.16 | 6.30 | 9.31 | 6.58 | 7.11 | 7.04 | 6.65 | 5.27 | 5.91 |
| Draw Down(%) | NA | 5.51 | 13.36 | 21.74 | 21.74 | NA | NA | 21.74 | 0.92 | 5.51 | 6.06 | 15.18 | 3.96 | 21.74 | 3.38 | 11.91 | 2.43 | 5.36 | 8.28 | 4.19 | 5.20 | 5.02 | 12.86 | 8.34 | 4.56 | 7.77 | 6.35 | 6.20 | 5.02 | 6.04 | 3.09 | 3.00 | 4.10 |
| Yield(%) | NA | 2.78 | 3.14 | 2.79 | 2.44 | NA | NA | 0.00 | NA | 1.38 | 2.75 | 3.58 | 2.23 | 2.94 | 2.08 | 1.76 | 2.14 | 2.13 | 2.54 | 1.68 | 4.04 | 4.62 | 1.97 | 4.05 | 5.09 | 4.62 | 2.73 | 2.77 | 4.28 | 4.96 | 4.03 | 5.56 | 8.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN Tactical Asset Allocation Moderate |
3.81%
Mar 2017 - Mar 2020 |
3.50%
Mar 2015 - Mar 2020 |
6.56%
Oct 2013 - Oct 2023 |
8.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN Tactical Asset Allocation Moderate |
17.11%
Mar 2009 - Mar 2012 |
15.91%
Feb 2009 - Feb 2014 |
12.73%
Apr 2001 - Apr 2011 |
11.23%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart