Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COAL COMPANY SALARY DEFERRAL AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 36.48% | 15.03% | 11.04% | 8.79% | 8.96% | 9.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COAL COMPANY SALARY DEFERRAL AND 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 (%) | -0.70 | 36.48 | 15.03 | 11.04 | 8.79 | 8.96 | 9.83 | … | … | 0.86 | 25.12 | 26.66 | -4.49 | 13.50 | -4.63 | 17.18 | -4.16 | 15.39 | 8.02 | 1.35 | 7.22 | 15.16 | 12.53 | -0.81 | 10.22 | 17.41 | 2.46 | 15.75 | 15.57 | 8.78 | 13.31 | 18.02 | -8.45 | -2.81 |
| Sharpe Ratio | NA | 2.31 | 1.12 | 0.59 | 0.66 | NA | NA | … | … | 0.10 | 2.18 | 3.08 | -0.44 | 1.63 | -0.21 | 2.27 | -0.57 | 3.13 | 0.91 | 0.14 | 1.04 | 2.27 | 1.52 | -0.06 | 1.13 | 2.02 | 15.53 | 1.34 | 1.73 | 1.13 | 1.61 | 2.21 | -1.72 | -0.83 |
| Standard Deviation(%) | NA | 8.50 | 10.14 | 13.51 | 11.11 | NA | NA | … | … | 8.32 | 8.50 | 7.27 | 13.48 | 8.27 | 23.12 | 6.94 | 9.59 | 4.71 | 8.62 | 9.37 | 6.93 | 6.67 | 8.22 | 14.51 | 8.95 | 8.56 | 0.10 | 9.48 | 7.10 | 5.83 | 7.70 | 7.85 | 5.56 | 6.19 |
| Draw Down(%) | NA | 4.41 | 12.62 | 30.55 | 30.55 | NA | NA | … | … | 0.61 | 4.41 | 5.03 | 13.28 | 3.77 | 30.55 | 4.86 | 11.42 | 1.62 | 6.56 | 8.18 | 5.90 | 4.80 | 6.81 | 15.64 | 7.54 | 4.46 | 0.09 | 6.69 | 8.83 | 4.74 | 7.55 | 6.11 | 10.65 | 9.68 |
| Yield(%) | NA | 16.23 | 12.94 | 8.89 | 6.94 | NA | NA | … | … | NA | 10.25 | 14.53 | 9.32 | 3.31 | 1.62 | 5.46 | 4.19 | 10.45 | 3.39 | 3.41 | 4.42 | 2.37 | 2.78 | 2.65 | 3.69 | 3.40 | 2.55 | 6.97 | 4.23 | 4.72 | 2.96 | 2.53 | 2.67 | 3.31 |
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 |
|---|---|---|---|---|
| COAL COMPANY SALARY DEFERRAL AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-0.87%
Oct 2017 – Oct 2020 |
1.72%
Sep 2017 – Sep 2022 |
5.35%
Mar 2010 – Mar 2020 |
6.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COAL COMPANY SALARY DEFERRAL AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
17.09%
Apr 2003 – Apr 2006 |
14.84%
Feb 2003 – Feb 2008 |
12.09%
May 2003 – May 2013 |
10.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart