Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan Tactical Asset Allocation Moderate | NA | 22.92% | 19.65% | NA | NA | NA | NA | … | … |
Data as of 06/30/2005, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan Tactical Asset Allocation Moderate | 12/31/2000 | 09/29/2005 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 22.92 | 19.65 | NA | NA | NA | NA | … | … | 13.02 | 17.79 | 34.21 | 2.96 | 2.32 |
| Sharpe Ratio | NA | 3.66 | 2.61 | NA | NA | NA | NA | … | … | 1.67 | 1.58 | 5.58 | 0.38 | 0.00 |
| Standard Deviation(%) | NA | 7.12 | 7.87 | NA | NA | NA | NA | … | … | 6.89 | 10.66 | 6.01 | 4.90 | 7.12 |
| Draw Down(%) | NA | 6.25 | 13.04 | NA | NA | NA | NA | … | … | 6.25 | 13.04 | 2.22 | 7.26 | 5.38 |
| Yield(%) | NA | 3.95 | 3.23 | NA | NA | NA | NA | … | … | 1.67 | 3.67 | 3.81 | 2.95 | 6.19 |
Data as of 06/30/2005, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan Tactical Asset Allo |
11.90%
Jul 2001 – Jul 2004 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Allegheny Ludlum Corporation Personal Retirement and 401(k) Savings Account Plan Tactical Asset Allo |
20.95%
Jul 2002 – Jul 2005 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart