Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate | NA | 22.21% | 3.22% | 8.75% | 7.12% | 8.75% | 10.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES 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 (%) | -0.65 | 22.21 | 3.22 | 8.75 | 7.12 | 8.75 | 10.08 | … | … | 0.59 | 6.80 | 14.90 | -14.05 | 15.10 | 17.04 | 18.63 | -6.21 | 13.45 | 9.14 | -3.38 | 7.82 | 16.50 | 16.18 | -2.78 | 19.14 | 21.21 | 1.21 | 16.12 | 19.33 | 13.83 | 12.30 | 14.25 | -5.25 | -2.98 |
| Sharpe Ratio | NA | 0.12 | -0.12 | 0.34 | 0.43 | NA | NA | … | … | 0.05 | 0.02 | 1.25 | -1.01 | 1.29 | 0.84 | 2.19 | -0.68 | 2.52 | 0.97 | -0.35 | 1.03 | 1.93 | 1.74 | -0.18 | 1.66 | 1.99 | 0.05 | 1.25 | 1.90 | 1.74 | 1.22 | 1.77 | -0.94 | -0.69 |
| Standard Deviation(%) | NA | 10.61 | 11.84 | 13.84 | 11.60 | NA | NA | … | … | 10.64 | 10.61 | 8.52 | 15.34 | 11.70 | 19.94 | 7.87 | 11.07 | 5.09 | 9.21 | 9.73 | 7.58 | 8.53 | 9.28 | 15.30 | 11.50 | 10.63 | 5.88 | 10.53 | 8.46 | 6.70 | 9.28 | 7.66 | 6.74 | 7.67 |
| Draw Down(%) | NA | 8.61 | 17.77 | 22.42 | 22.42 | NA | NA | … | … | 0.84 | 8.54 | 7.14 | 19.16 | 4.97 | 22.42 | 4.61 | 14.79 | 2.29 | 8.04 | 11.97 | 5.46 | 5.44 | 6.68 | 16.85 | 9.54 | 6.03 | 5.01 | 7.62 | 10.67 | 5.09 | 9.98 | 6.46 | 9.89 | 13.90 |
| Yield(%) | NA | 7.69 | 6.11 | 5.95 | 7.40 | NA | NA | … | … | NA | 3.68 | 5.98 | 1.97 | 9.64 | 4.65 | 6.18 | 8.00 | 5.03 | 9.67 | 7.85 | 12.78 | 7.51 | 5.84 | 2.89 | 3.99 | 4.88 | 8.77 | 8.46 | 4.51 | 3.25 | 3.43 | 3.45 | 5.32 | 7.09 |
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 |
|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate |
1.79%
Dec 2021 – Dec 2024 |
2.89%
Mar 2015 – Mar 2020 |
5.76%
Oct 2013 – Oct 2023 |
7.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Tactical Asset Allocation Moderate |
19.99%
Oct 2004 – Oct 2007 |
16.85%
Apr 2005 – Apr 2010 |
13.86%
Jul 2003 – Jul 2013 |
11.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart