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 Strategic Asset Allocation - Equal Weight Moderate | NA | 27.24% | 6.63% | 11.02% | 8.62% | 9.07% | 7.86% | 7.72% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOC-WOODWORKERS IAM DEFINED CONTRIBUTION PLAN AND TRUST Strategic Asset Allocation - Equal Weight 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 (%) | -1.08 | 27.24 | 6.63 | 11.02 | 8.62 | 9.07 | 7.86 | 7.72 | NA | 11.50 | 18.13 | -10.90 | 19.86 | 13.12 | 19.04 | -5.45 | 11.35 | 10.37 | 0.38 | 8.44 | 12.35 | 13.96 | 2.37 | 12.05 | 23.41 | -18.03 | 6.86 | 7.49 | 5.05 | 10.32 | 15.81 | -4.73 | 4.24 |
| Sharpe Ratio | NA | 0.65 | 0.14 | 0.53 | 0.58 | NA | NA | 0.62 | 0.06 | 0.59 | 1.52 | -0.81 | 2.24 | 0.61 | 2.13 | -0.60 | 2.19 | 1.14 | 0.03 | 1.11 | 2.07 | 2.72 | 0.27 | 1.93 | 2.19 | -1.26 | 0.64 | 1.00 | 0.69 | 1.74 | 2.74 | -0.44 | 0.19 |
| Standard Deviation(%) | NA | 8.30 | 11.33 | 13.47 | 11.46 | NA | NA | 9.79 | 6.35 | 8.33 | 9.14 | 15.22 | 8.84 | 21.04 | 8.27 | 11.31 | 4.89 | 8.92 | 10.53 | 7.57 | 5.94 | 5.10 | 8.62 | 6.19 | 10.63 | 14.98 | 6.03 | 4.23 | 4.19 | 5.38 | 5.52 | 13.18 | 10.35 |
| Draw Down(%) | NA | 5.46 | 17.46 | 24.20 | 24.20 | NA | NA | 28.06 | 0.45 | 5.46 | 7.12 | 17.54 | 3.37 | 24.20 | 4.21 | 13.60 | 1.85 | 8.12 | 8.87 | 5.47 | 5.78 | 3.89 | 9.05 | 4.39 | 12.85 | 27.42 | 3.90 | 2.73 | 2.98 | 6.24 | 5.21 | 17.49 | 11.24 |
| Yield(%) | NA | 4.05 | 3.60 | 4.03 | 3.84 | NA | NA | 4.46 | NA | 1.41 | 3.49 | 3.21 | 3.03 | 4.32 | 4.59 | 3.49 | 0.88 | 4.70 | 6.09 | 3.17 | 2.00 | 4.98 | 4.27 | 6.47 | 6.05 | 6.15 | 6.64 | 4.93 | 5.06 | 4.96 | 3.89 | 3.53 | 5.29 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.16%
Feb 2006 - Feb 2009 |
-0.58%
Feb 2004 - Feb 2009 |
5.48%
Dec 2001 - Dec 2011 |
5.75%
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 Strategic Asset Allocation - Equal Weight Moderate |
17.66%
Feb 2009 - Feb 2012 |
14.66%
Feb 2009 - Feb 2014 |
10.34%
Feb 2009 - Feb 2019 |
10.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart