Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE GORMAN-RUPP COMPANY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 12.60% | 1.49% | 3.89% | 2.82% | 4.90% | 6.09% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE GORMAN-RUPP COMPANY 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/18/2024 |
| 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 (%) | 0.13 | 12.60 | 1.49 | 3.89 | 2.82 | 4.90 | 6.09 | … | … | -0.49 | 8.72 | -10.97 | 8.53 | 7.59 | 13.11 | -8.57 | 5.57 | 3.23 | -2.69 | 4.22 | 13.11 | 11.48 | -0.45 | 14.33 | 26.62 | -8.56 | 8.35 | 18.87 | 3.10 | 13.08 | 24.58 | -0.60 | 4.92 |
| Sharpe Ratio | NA | -0.61 | -0.48 | 0.01 | 0.07 | NA | NA | … | … | -0.72 | 0.56 | -1.25 | 0.83 | 0.69 | 1.98 | -1.35 | 0.69 | 0.55 | -0.42 | 0.70 | 1.89 | 2.45 | -0.04 | 1.11 | 2.62 | -1.68 | 0.56 | 1.95 | 0.13 | 1.49 | 4.41 | -0.31 | 0.62 |
| Standard Deviation(%) | NA | 9.66 | 9.24 | 9.72 | 8.29 | NA | NA | … | … | 9.75 | 7.90 | 9.90 | 10.26 | 10.69 | 5.91 | 7.30 | 7.12 | 5.51 | 6.47 | 6.04 | 6.92 | 4.66 | 10.96 | 12.84 | 10.13 | 5.65 | 9.59 | 8.02 | 6.97 | 8.12 | 5.42 | 5.54 | 4.23 |
| Draw Down(%) | NA | 6.63 | 13.55 | 16.70 | 19.38 | NA | NA | … | … | 6.63 | 6.94 | 13.55 | 5.23 | 16.70 | 3.32 | 15.02 | 7.86 | 4.47 | 8.72 | 5.77 | 6.58 | 3.86 | 11.39 | 10.58 | 5.06 | 12.44 | 7.50 | 6.77 | 5.15 | 10.10 | 4.13 | 8.91 | 2.66 |
| Yield(%) | NA | 7.22 | 5.25 | 4.70 | 4.05 | NA | NA | … | … | 0.53 | 7.42 | 3.33 | 4.84 | 2.29 | 5.72 | 3.48 | 0.53 | 4.35 | 4.29 | 4.88 | 5.68 | 4.39 | 2.16 | 3.91 | 5.06 | 2.80 | 5.80 | 5.67 | 5.21 | 3.86 | 4.22 | 4.16 | 7.22 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| THE GORMAN-RUPP COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
-2.25%
Mar 2017 – Mar 2020 |
-1.01%
Mar 2015 – Mar 2020 |
1.96%
Oct 2013 – Oct 2023 |
4.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE GORMAN-RUPP COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
15.10%
Mar 2003 – Mar 2006 |
14.97%
Oct 2002 – Oct 2007 |
10.82%
Jan 2003 – Jan 2013 |
9.37%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart