Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORPORATION Salary Conversion and Employee Stock Ownership Plan Tactical Asset Allocation Moderate | NA | 22.43% | 5.08% | 9.95% | 7.69% | 8.89% | 9.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALL CORPORATION Salary Conversion and Employee Stock Ownership Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.14 | 22.43 | 5.08 | 9.95 | 7.69 | 8.89 | 9.08 | … | … | 0.29 | 10.56 | 15.32 | -10.82 | 10.23 | 21.95 | 19.24 | -3.81 | 12.19 | 5.21 | -1.04 | 5.35 | 20.22 | 10.30 | 3.68 | 14.69 | 14.80 | 0.20 | 10.72 | 13.03 | 7.69 | 12.18 | 15.32 | -5.89 | 2.68 |
| Sharpe Ratio | NA | 0.56 | 0.07 | 0.48 | 0.53 | NA | NA | … | … | 0.03 | 0.41 | 1.23 | -0.86 | 0.95 | 1.11 | 2.51 | -0.49 | 2.23 | 0.57 | -0.12 | 0.67 | 2.54 | 1.27 | 0.25 | 1.40 | 1.56 | -0.13 | 0.73 | 1.19 | 0.89 | 1.48 | 1.75 | -0.99 | 0.05 |
| Standard Deviation(%) | NA | 9.49 | 11.16 | 13.19 | 11.01 | NA | NA | … | … | 6.96 | 9.66 | 8.97 | 14.14 | 10.71 | 19.49 | 7.09 | 10.51 | 5.19 | 8.76 | 8.93 | 7.95 | 7.96 | 8.08 | 14.70 | 10.43 | 9.45 | 5.75 | 10.65 | 8.18 | 6.23 | 7.60 | 8.37 | 7.06 | 7.11 |
| Draw Down(%) | NA | 5.53 | 14.39 | 20.74 | 20.74 | NA | NA | … | … | 0.53 | 5.53 | 7.40 | 14.79 | 5.10 | 20.74 | 3.01 | 13.47 | 2.06 | 7.21 | 9.45 | 5.34 | 4.85 | 6.06 | 12.56 | 8.43 | 4.59 | 5.43 | 6.99 | 9.54 | 4.32 | 7.21 | 6.22 | 8.00 | 7.61 |
| Yield(%) | NA | 2.79 | 3.40 | 3.65 | 3.68 | NA | NA | … | … | NA | 1.06 | 3.02 | 2.68 | 4.09 | 4.19 | 4.92 | 3.40 | 3.87 | 3.50 | 3.34 | 4.71 | 3.09 | 2.28 | 2.11 | 2.50 | 3.83 | 4.38 | 5.63 | 4.26 | 4.41 | 2.51 | 3.20 | 4.17 | 5.31 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| BALL CORPORATION Salary Conversion and Employee Stock Ownership Plan Tactical Asset Allocation Moder |
2.62%
Apr 2021 – Apr 2024 |
2.95%
Mar 2015 – Mar 2020 |
6.24%
Oct 2013 – Oct 2023 |
7.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALL CORPORATION Salary Conversion and Employee Stock Ownership Plan Tactical Asset Allocation Moder |
17.03%
Dec 2018 – Dec 2021 |
13.45%
Feb 2009 – Feb 2014 |
11.14%
Jul 2003 – Jul 2013 |
9.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart