Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEABODY WESTERN-UMWA 401(K) PLAN Strategic Asset Allocation – Equal Weight Moderate | NA | 15.87% | 3.14% | 7.95% | 6.29% | 6.27% | 6.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEABODY WESTERN-UMWA 401(K) PLAN 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 (%) | -0.86 | 15.87 | 3.14 | 7.95 | 6.29 | 6.27 | 6.47 | … | … | 0.33 | 3.60 | 11.55 | -8.01 | 3.35 | 22.76 | 18.97 | -7.36 | 14.88 | 6.61 | -1.74 | 2.46 | 5.40 | 10.45 | -3.09 | 11.83 | 27.55 | -22.73 | 13.32 | 12.71 | 8.86 | 12.10 | 27.59 | -4.53 | 0.28 |
| Sharpe Ratio | NA | -0.24 | -0.21 | 0.32 | 0.45 | NA | NA | … | … | 0.04 | -0.35 | 1.03 | -0.83 | 0.35 | 1.31 | 2.40 | -0.86 | 3.32 | 0.70 | -0.20 | 0.36 | 0.82 | 1.50 | -0.25 | 1.14 | 1.87 | -1.26 | 1.07 | 1.31 | 1.20 | 1.37 | 3.55 | -0.58 | -0.20 |
| Standard Deviation(%) | NA | 8.63 | 9.15 | 11.26 | 9.85 | NA | NA | … | … | 6.87 | 8.63 | 7.07 | 11.25 | 9.39 | 17.16 | 7.32 | 10.04 | 4.29 | 9.17 | 8.96 | 6.72 | 6.54 | 6.95 | 12.56 | 10.32 | 14.70 | 18.71 | 9.65 | 7.22 | 5.57 | 8.12 | 7.58 | 9.74 | 10.30 |
| Draw Down(%) | NA | 6.39 | 15.34 | 19.79 | 19.79 | NA | NA | … | … | 0.62 | 6.34 | 6.65 | 15.34 | 7.27 | 19.79 | 4.52 | 14.33 | 1.39 | 7.18 | 11.99 | 5.68 | 6.61 | 6.16 | 13.40 | 8.56 | 13.51 | 32.67 | 6.49 | 8.93 | 4.44 | 10.32 | 7.51 | 17.10 | 15.71 |
| Yield(%) | NA | 3.96 | 3.36 | 3.21 | 2.88 | NA | NA | … | … | NA | 0.67 | 4.15 | 3.11 | 2.17 | 2.78 | 3.38 | 2.69 | 0.41 | 3.40 | 3.53 | 2.72 | 0.99 | 2.84 | 2.58 | 2.43 | 2.86 | 4.00 | 5.14 | 3.19 | 3.47 | 2.51 | 2.91 | 2.86 | 3.56 |
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 WESTERN-UMWA 401(K) PLAN Strategic Asset Allocation – Equal Weight Moderate |
-4.46%
Feb 2006 – Feb 2009 |
1.02%
Feb 2004 – Feb 2009 |
3.94%
Mar 2010 – Mar 2020 |
4.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEABODY WESTERN-UMWA 401(K) PLAN Strategic Asset Allocation – Equal Weight Moderate |
18.80%
Mar 2003 – Mar 2006 |
15.83%
Oct 2002 – Oct 2007 |
9.43%
Mar 2003 – Mar 2013 |
8.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart