Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Met-Pro Corporation Retirement Savings Plan Tactical Asset Allocation Moderate NA 19.75% 0.97% 6.24% 2.98% 4.25% 5.86%
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Met-Pro Corporation Retirement Savings 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 (%) -0.98 19.75 0.97 6.24 2.98 4.25 5.86 0.68 7.14 10.33 -13.07 8.17 15.28 10.94 -16.22 7.67 4.32 -3.26 0.70 13.06 8.26 1.98 6.89 15.19 -6.59 16.56 18.04 9.73 10.92 19.88 -0.60 6.12
Sharpe Ratio NA 0.01 -0.01 0.02 0.01 NA NA 0.00 0.05 0.76 -1.57 0.85 1.64 2.15 -0.98 1.27 0.86 -0.62 0.10 1.78 1.19 0.27 0.64 1.87 -1.77 1.38 1.80 1.18 1.25 3.49 -0.40 1.01
Standard Deviation(%) NA 315.35 182.33 141.15 99.96 NA NA 2,496.81 9.93 8.04 9.23 9.55 9.17 4.43 17.96 5.54 4.78 5.27 6.62 7.31 6.90 7.35 10.68 8.09 4.26 9.85 8.23 6.42 8.00 5.50 4.26 3.79
Draw Down(%) NA 89.33 89.33 89.33 89.33 NA NA 89.33 8.86 6.23 13.97 6.17 12.41 4.04 21.63 3.91 4.48 6.79 6.65 5.69 6.27 4.95 9.49 4.65 9.69 6.88 9.79 5.44 9.29 2.76 6.24 2.50
Yield(%) NA 4.39 5.16 4.80 3.87 NA NA NA 0.76 4.44 2.92 8.24 4.27 4.59 2.40 0.51 4.36 4.80 2.51 7.82 3.04 3.61 2.73 3.40 3.00 4.89 10.33 2.52 3.30 4.08 3.73 5.74
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
Met-Pro Corporation Retirement Savings Plan Tactical Asset Allocation Moderate -3.17%
Mar 2017 – Mar 2020
-1.73%
Dec 2013 – Dec 2018
1.41%
Oct 2013 – Oct 2023
3.05%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Met-Pro Corporation Retirement Savings Plan Tactical Asset Allocation Moderate 18.30%
Oct 2004 – Oct 2007
15.98%
Oct 2002 – Oct 2007
10.13%
Apr 2003 – Apr 2013
8.34%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return