Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation – Equal Weight Moderate | NA | 17.39% | 2.34% | 6.58% | 5.30% | 6.03% | 6.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation – Equal Weight 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 (%) | -1.06 | 17.39 | 2.34 | 6.58 | 5.30 | 6.03 | 6.05 | … | … | -0.49 | 3.28 | 10.29 | -10.17 | 8.00 | 16.54 | 18.67 | -7.72 | 11.17 | 5.13 | -3.37 | 7.18 | 5.05 | 8.96 | 1.77 | 12.39 | 21.70 | -17.28 | 7.77 | 13.30 | 7.96 | 12.78 | 21.77 | -0.75 | 3.69 |
| Sharpe Ratio | NA | -0.40 | -0.35 | 0.22 | 0.30 | NA | NA | … | … | -0.07 | -0.42 | 0.77 | -1.01 | 0.94 | 0.87 | 2.62 | -1.00 | 2.08 | 0.57 | -0.37 | 1.15 | 0.83 | 1.57 | 0.16 | 1.37 | 1.48 | -1.03 | 0.59 | 1.63 | 1.11 | 1.93 | 3.90 | -0.27 | 0.20 |
| Standard Deviation(%) | NA | 7.87 | 9.21 | 11.64 | 9.93 | NA | NA | … | … | 7.24 | 7.89 | 7.87 | 11.40 | 8.53 | 18.67 | 6.59 | 9.06 | 5.07 | 8.71 | 9.08 | 6.21 | 6.08 | 5.65 | 10.59 | 8.96 | 14.56 | 17.61 | 8.11 | 6.15 | 5.24 | 6.13 | 5.40 | 6.86 | 7.04 |
| Draw Down(%) | NA | 6.57 | 15.99 | 20.82 | 20.82 | NA | NA | … | … | 0.83 | 6.12 | 7.41 | 16.05 | 6.34 | 20.82 | 3.40 | 12.94 | 2.90 | 7.11 | 12.05 | 4.47 | 7.21 | 5.03 | 9.60 | 6.50 | 14.57 | 29.63 | 4.82 | 6.72 | 3.83 | 8.52 | 5.31 | 12.35 | 8.60 |
| Yield(%) | NA | 4.54 | 3.50 | 3.22 | 3.10 | NA | NA | … | … | NA | 0.77 | 4.65 | 2.86 | 2.23 | 3.13 | 2.70 | 3.05 | 0.54 | 3.88 | 3.92 | 3.63 | 2.52 | 2.99 | 3.79 | 3.71 | 4.83 | 5.31 | 6.06 | 4.34 | 4.53 | 4.61 | 3.78 | 4.30 | 6.32 |
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 |
|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation – Equal Weight Moder |
-4.41%
Feb 2006 – Feb 2009 |
1.17%
Feb 2004 – Feb 2009 |
4.00%
Mar 2010 – Mar 2020 |
4.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation – Equal Weight Moder |
17.99%
Feb 2009 – Feb 2012 |
13.73%
Oct 2002 – Oct 2007 |
8.98%
Mar 2003 – Mar 2013 |
7.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart