Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLARCOR 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.03% | -0.29% | 3.62% | 4.48% | 5.53% | 6.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLARCOR 401(k) 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 (%) | -1.19 | 25.03 | -0.29 | 3.62 | 4.48 | 5.53 | 6.15 | … | … | 0.68 | 11.83 | 12.63 | -18.91 | 2.75 | 10.47 | 15.46 | 0.01 | 16.45 | 4.76 | -6.16 | 1.02 | 14.81 | 3.83 | 4.39 | 11.26 | 15.38 | 0.81 | 10.28 | 10.87 | 3.09 | 8.56 | 19.91 | 8.37 | 6.57 |
| Sharpe Ratio | NA | 0.67 | -0.24 | 0.05 | 0.31 | NA | NA | … | … | 0.06 | 0.50 | 0.86 | -1.67 | 0.22 | 1.05 | 3.28 | -0.16 | 3.10 | 0.90 | -0.92 | 0.16 | 2.02 | 0.66 | 0.54 | 1.01 | 1.75 | -0.02 | 0.73 | 0.92 | 0.15 | 1.07 | 2.97 | 1.34 | 0.68 |
| Standard Deviation(%) | NA | 10.41 | 10.83 | 10.97 | 8.84 | NA | NA | … | … | 10.90 | 10.42 | 9.72 | 12.12 | 12.39 | 9.78 | 4.28 | 7.90 | 5.10 | 5.06 | 6.76 | 6.26 | 7.31 | 5.74 | 8.06 | 11.07 | 8.75 | 5.61 | 9.95 | 8.29 | 6.04 | 7.10 | 6.48 | 5.43 | 6.27 |
| Draw Down(%) | NA | 5.67 | 18.96 | 23.27 | 23.27 | NA | NA | … | … | 0.85 | 5.67 | 9.25 | 20.08 | 8.01 | 12.31 | 2.06 | 8.33 | 1.76 | 4.12 | 10.15 | 5.36 | 5.26 | 5.77 | 5.39 | 9.23 | 4.41 | 5.78 | 7.35 | 9.80 | 4.85 | 6.79 | 3.54 | 3.17 | 5.01 |
| Yield(%) | NA | 4.10 | 5.04 | 4.87 | 3.52 | NA | NA | … | … | NA | 0.75 | 3.92 | 3.34 | 6.82 | 5.38 | 5.75 | 2.57 | 0.11 | 3.02 | 1.93 | 1.76 | 2.93 | 2.81 | 5.09 | 3.63 | 4.36 | 4.35 | 5.48 | 5.89 | 3.33 | 3.17 | 4.76 | 6.08 | 6.23 |
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 |
|---|---|---|---|---|
| CLARCOR 401(k) Plan Tactical Asset Allocation Moderate |
-2.73%
Dec 2019 – Dec 2022 |
0.58%
Sep 2018 – Sep 2023 |
2.49%
Oct 2013 – Oct 2023 |
4.65%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLARCOR 401(k) Plan Tactical Asset Allocation Moderate |
12.54%
Mar 2001 – Mar 2004 |
11.54%
Jun 2002 – Jun 2007 |
10.11%
Apr 2001 – Apr 2011 |
8.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart