Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Supplemental Schedule Big Ridge, Inc. 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate | NA | 5.77% | 1.89% | 3.07% | 6.19% | 8.41% | NA | … | … |
Data as of 01/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Supplemental Schedule Big Ridge, Inc. 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate | 12/31/2000 | 04/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 5.77 | 1.89 | 3.07 | 6.19 | 8.41 | NA | … | … | 2.79 | 5.45 | -7.18 | 5.13 | 9.46 | 3.41 | 2.24 | 13.16 | 20.50 | -4.28 | 18.97 | 18.40 | 11.91 | 12.38 | 10.17 | 10.30 | 7.49 |
| Sharpe Ratio | NA | 0.89 | 0.32 | 0.63 | 0.65 | NA | NA | … | … | 0.58 | 0.96 | -1.08 | 0.90 | 1.45 | 0.61 | 0.20 | 0.99 | 1.91 | -0.64 | 1.27 | 1.65 | 1.29 | 1.28 | 1.07 | 1.31 | 0.82 |
| Standard Deviation(%) | NA | 5.74 | 5.69 | 5.85 | 8.91 | NA | NA | … | … | 4.61 | 5.46 | 6.65 | 5.70 | 6.52 | 5.48 | 11.32 | 13.17 | 10.70 | 8.18 | 12.52 | 9.17 | 7.57 | 8.97 | 8.89 | 7.00 | 6.32 |
| Draw Down(%) | NA | 5.94 | 12.92 | 12.92 | 12.92 | NA | NA | … | … | 1.69 | 5.94 | 12.92 | 4.34 | 5.59 | 3.84 | 10.93 | 8.48 | 4.71 | 9.01 | 9.98 | 11.25 | 5.39 | 12.06 | 12.58 | 7.18 | 4.75 |
| Yield(%) | NA | 2.98 | 3.17 | 3.03 | 3.94 | NA | NA | … | … | 0.28 | 3.43 | 2.51 | 3.78 | 2.26 | 3.69 | 5.36 | 3.99 | 5.70 | 3.58 | 5.74 | 3.40 | 4.33 | 3.75 | 6.01 | 5.37 | 6.84 |
Data as of 01/31/2017, 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 |
|---|---|---|---|---|
| Supplemental Schedule Big Ridge, Inc. 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation |
0.96%
Dec 2013 – Dec 2016 |
1.57%
Apr 2011 – Apr 2016 |
6.19%
Jan 2007 – Jan 2017 |
8.20%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Supplemental Schedule Big Ridge, Inc. 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation |
19.57%
Oct 2004 – Oct 2007 |
15.75%
Oct 2002 – Oct 2007 |
12.42%
Apr 2001 – Apr 2011 |
8.85%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart