Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Tiffany & Co Employee Profit Sharing and Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 8.45% | 3.48% | 2.34% | 2.56% | 4.95% | 5.41% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tiffany & Co Employee Profit Sharing and Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.87 | 8.45 | 3.48 | 2.34 | 2.56 | 4.95 | 5.41 | … | … | 1.47 | 23.46 | -12.14 | 3.13 | 8.99 | 8.62 | -5.38 | 9.11 | 3.68 | -0.80 | -0.48 | 15.39 | 8.38 | 2.29 | 9.58 | 17.74 | -3.96 | 6.02 | 14.43 | 6.68 | 7.18 | 15.79 | 1.54 | 6.98 |
| Sharpe Ratio | NA | 1.62 | 0.24 | 0.46 | 0.35 | NA | NA | … | … | 0.14 | 2.24 | -1.08 | 0.31 | 1.06 | 1.46 | -0.86 | 1.44 | 0.76 | -0.18 | -0.09 | 2.29 | 1.56 | 0.31 | 0.88 | 2.37 | -1.17 | 0.31 | 1.42 | 0.76 | 0.88 | 3.11 | 0.10 | 1.14 |
| Standard Deviation(%) | NA | 8.47 | 10.51 | 9.28 | 7.75 | NA | NA | … | … | 8.37 | 8.58 | 12.55 | 10.06 | 8.30 | 4.95 | 7.82 | 5.90 | 4.55 | 4.71 | 5.79 | 6.70 | 5.36 | 7.23 | 10.77 | 7.45 | 4.16 | 9.88 | 7.84 | 5.91 | 7.06 | 4.86 | 4.29 | 4.09 |
| Draw Down(%) | NA | 5.49 | 23.48 | 23.48 | 23.48 | NA | NA | … | … | 1.87 | 5.49 | 18.95 | 9.12 | 9.82 | 3.25 | 10.62 | 4.14 | 3.93 | 5.44 | 5.67 | 4.66 | 4.33 | 6.14 | 9.17 | 3.76 | 7.18 | 8.08 | 8.82 | 4.93 | 6.88 | 2.68 | 5.23 | 2.77 |
| Yield(%) | NA | 15.23 | 9.61 | 8.29 | 5.45 | NA | NA | … | … | 0.89 | 15.86 | 7.75 | 4.51 | 7.37 | 5.45 | 2.51 | 0.33 | 4.66 | 1.48 | 4.19 | 2.55 | 4.36 | 1.97 | 3.87 | 4.69 | 2.65 | 8.86 | 9.16 | 4.82 | 2.42 | 3.29 | 5.18 | 6.93 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Tiffany & Co Employee Profit Sharing and Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.06%
Jun 2019 – Jun 2022 |
-0.50%
Jun 2017 – Jun 2022 |
2.56%
Oct 2013 – Oct 2023 |
3.61%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tiffany & Co Employee Profit Sharing and Retirement Savings Plan Tactical Asset Allocation Moderate |
12.10%
Apr 2003 – Apr 2006 |
10.99%
Oct 2002 – Oct 2007 |
8.76%
Jul 2003 – Jul 2013 |
7.53%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart