Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Gateway Western Railway Union 401(k) Plan Tactical Asset Allocation Moderate | NA | 27.87% | 11.31% | 10.27% | 7.39% | 7.77% | 7.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Gateway Western Railway Union 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 (%) | -0.78 | 27.87 | 11.31 | 10.27 | 7.39 | 7.77 | 7.83 | … | … | 1.05 | 15.84 | 20.52 | -7.43 | 15.66 | 8.44 | 14.89 | -2.44 | 10.54 | 1.59 | -1.12 | 4.87 | 13.16 | 8.66 | 0.60 | 11.63 | 17.53 | -3.94 | 6.65 | 18.37 | 3.71 | 10.96 | 18.44 | 5.74 | 7.67 |
| Sharpe Ratio | NA | 1.42 | 0.74 | 0.88 | 0.75 | NA | NA | … | … | 0.09 | 1.16 | 2.16 | -0.95 | 1.43 | 0.98 | 2.70 | -0.51 | 2.06 | 0.29 | -0.18 | 0.87 | 1.82 | 1.56 | 0.06 | 0.84 | 2.11 | -1.05 | 0.38 | 2.03 | 0.22 | 1.29 | 3.62 | 1.03 | 1.37 |
| Standard Deviation(%) | NA | 8.00 | 8.31 | 8.93 | 7.51 | NA | NA | … | … | 10.68 | 8.00 | 7.51 | 9.30 | 10.93 | 8.36 | 5.00 | 7.40 | 4.80 | 4.85 | 6.24 | 5.57 | 7.21 | 5.51 | 10.17 | 13.80 | 8.26 | 4.65 | 9.69 | 7.42 | 6.98 | 7.79 | 4.90 | 4.48 | 3.93 |
| Draw Down(%) | NA | 4.73 | 10.79 | 12.35 | 12.35 | NA | NA | … | … | 0.72 | 4.73 | 5.00 | 12.33 | 5.54 | 10.25 | 2.39 | 8.62 | 4.33 | 4.62 | 7.27 | 4.18 | 7.04 | 4.59 | 9.88 | 9.83 | 3.80 | 7.78 | 6.71 | 5.59 | 5.31 | 9.73 | 2.29 | 6.33 | 2.14 |
| Yield(%) | NA | 19.39 | 14.85 | 10.79 | 7.08 | NA | NA | … | … | NA | 4.44 | 18.92 | 7.65 | 13.25 | 5.09 | 5.09 | 4.53 | 0.23 | 3.87 | 2.61 | 5.54 | 3.00 | 3.99 | 1.66 | 4.78 | 4.28 | 2.74 | 6.01 | 8.70 | 6.91 | 5.75 | 2.96 | 5.11 | 6.01 |
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 |
|---|---|---|---|---|
| Gateway Western Railway Union 401(k) Plan Tactical Asset Allocation Moderate |
1.60%
Oct 2017 – Oct 2020 |
2.58%
Dec 2013 – Dec 2018 |
4.62%
Oct 2010 – Oct 2020 |
5.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gateway Western Railway Union 401(k) Plan Tactical Asset Allocation Moderate |
13.89%
Nov 2021 – Nov 2024 |
12.61%
Oct 2002 – Oct 2007 |
10.11%
Apr 2001 – Apr 2011 |
8.24%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart