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 |
|---|---|---|---|---|---|---|---|---|
| TOC-WOODWORKERS IAM DEFINED CONTRIBUTION PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 22.86% | 4.29% | 8.76% | 8.11% | 9.65% | 8.94% | 9.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOC-WOODWORKERS IAM DEFINED CONTRIBUTION PLAN AND TRUST 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 (%) | -0.97 | 22.86 | 4.29 | 8.76 | 8.11 | 9.65 | 8.94 | 9.16 | NA | 10.04 | 14.55 | -13.00 | 21.34 | 8.23 | 20.26 | -3.65 | 14.66 | 11.18 | -0.78 | 8.80 | 22.35 | 14.74 | 3.34 | 13.14 | 21.04 | -8.55 | 5.01 | 11.28 | 5.24 | 12.21 | 19.64 | -1.29 | 8.65 |
| Sharpe Ratio | NA | 0.52 | -0.07 | 0.40 | 0.58 | NA | NA | 0.80 | 0.07 | 0.44 | 1.27 | -1.02 | 2.35 | 0.41 | 2.86 | -0.44 | 3.05 | 1.26 | -0.08 | 1.29 | 2.94 | 1.82 | 0.24 | 1.39 | 2.31 | -1.13 | 0.21 | 1.28 | 0.49 | 1.58 | 2.72 | -0.36 | 1.17 |
| Standard Deviation(%) | NA | 7.82 | 10.44 | 12.64 | 10.75 | NA | NA | 9.36 | 6.26 | 7.85 | 8.08 | 14.13 | 9.09 | 19.71 | 6.58 | 11.21 | 4.60 | 8.74 | 9.59 | 6.78 | 7.59 | 8.06 | 13.94 | 9.42 | 9.06 | 8.38 | 9.48 | 6.25 | 6.26 | 7.14 | 6.96 | 6.63 | 5.43 |
| Draw Down(%) | NA | 5.55 | 18.92 | 23.46 | 23.46 | NA | NA | 23.46 | 0.41 | 5.55 | 6.26 | 19.10 | 3.50 | 23.46 | 3.53 | 13.16 | 1.91 | 7.52 | 8.33 | 5.08 | 4.97 | 5.60 | 11.65 | 8.16 | 3.88 | 16.58 | 5.99 | 4.61 | 3.62 | 6.01 | 4.60 | 7.88 | 4.10 |
| Yield(%) | NA | 3.85 | 3.62 | 3.72 | 4.10 | NA | NA | 0.00 | NA | 1.91 | 3.47 | 3.04 | 3.73 | 3.43 | 5.07 | 4.52 | 4.46 | 4.83 | 5.17 | 3.45 | 2.10 | 3.55 | 2.85 | 2.64 | 5.41 | 8.84 | 6.59 | 4.44 | 4.16 | 3.54 | 4.49 | 2.09 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOC-WOODWORKERS IAM DEFINED CONTRIBUTION PLAN AND TRUST Tactical Asset Allocation Moderate |
1.31%
Nov 2005 - Nov 2008 |
3.85%
Feb 2004 - Feb 2009 |
6.96%
Sep 2001 - Sep 2011 |
7.75%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOC-WOODWORKERS IAM DEFINED CONTRIBUTION PLAN AND TRUST Tactical Asset Allocation Moderate |
17.01%
Sep 2011 - Sep 2014 |
15.20%
Nov 2008 - Nov 2013 |
11.54%
Sep 2011 - Sep 2021 |
10.27%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart