Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DuPont Powder Coatings USA, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 18.53% | 4.85% | 9.46% | 7.17% | 8.68% | 9.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DuPont Powder Coatings USA, Inc. Profit Sharing 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 (%) | -0.59 | 18.53 | 4.85 | 9.46 | 7.17 | 8.68 | 9.41 | … | … | 0.75 | 2.43 | 14.44 | -6.27 | 17.07 | 13.47 | 17.00 | -6.63 | 10.35 | 9.95 | -1.83 | 8.25 | 19.19 | 13.45 | 1.81 | 15.15 | 20.92 | 3.09 | 9.80 | 13.32 | 6.99 | 17.36 | 17.95 | 0.75 | 3.28 |
| Sharpe Ratio | NA | -0.27 | -0.04 | 0.44 | 0.49 | NA | NA | … | … | 0.12 | -0.42 | 1.23 | -0.62 | 1.62 | 0.71 | 2.35 | -0.87 | 1.88 | 1.07 | -0.21 | 1.04 | 2.53 | 1.74 | 0.12 | 1.53 | 2.41 | 0.36 | 0.79 | 1.50 | 0.80 | 2.29 | 2.63 | -0.06 | 0.15 |
| Standard Deviation(%) | NA | 9.76 | 10.30 | 12.49 | 10.45 | NA | NA | … | … | 5.78 | 9.88 | 8.28 | 12.37 | 10.53 | 18.68 | 6.65 | 9.17 | 5.18 | 9.12 | 8.71 | 7.94 | 7.58 | 7.70 | 14.38 | 9.86 | 8.66 | 5.96 | 8.65 | 6.70 | 6.06 | 7.17 | 6.56 | 6.08 | 6.44 |
| Draw Down(%) | NA | 7.89 | 13.41 | 22.55 | 22.55 | NA | NA | … | … | 0.34 | 7.89 | 8.00 | 13.62 | 4.15 | 22.55 | 3.24 | 14.70 | 2.75 | 7.69 | 8.66 | 5.37 | 4.74 | 5.88 | 13.68 | 8.08 | 3.77 | 5.01 | 6.43 | 8.36 | 4.44 | 6.23 | 5.82 | 6.00 | 6.93 |
| Yield(%) | NA | 4.74 | 6.10 | 5.40 | 5.17 | NA | NA | … | … | NA | 1.92 | 4.45 | 4.81 | 8.28 | 3.60 | 5.59 | 6.35 | 5.23 | 4.62 | 4.24 | 5.62 | 3.71 | 4.73 | 2.18 | 3.82 | 4.99 | 9.12 | 6.22 | 6.22 | 5.54 | 5.15 | 3.08 | 5.16 | 7.97 |
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 |
|---|---|---|---|---|
| DuPont Powder Coatings USA, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate |
0.56%
Mar 2017 – Mar 2020 |
1.93%
Mar 2015 – Mar 2020 |
6.33%
Oct 2013 – Oct 2023 |
8.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DuPont Powder Coatings USA, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate |
17.08%
Apr 2003 – Apr 2006 |
14.60%
Feb 2009 – Feb 2014 |
12.95%
Jul 2003 – Jul 2013 |
11.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart