Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HARDINGE INC. RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.06% | -0.45% | 4.44% | 4.21% | 5.19% | 5.81% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARDINGE INC. RETIREMENT 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 (%) | -0.57 | 22.06 | -0.45 | 4.44 | 4.21 | 5.19 | 5.81 | … | … | 0.24 | 4.05 | 12.67 | -17.07 | 4.85 | 15.96 | 10.22 | -1.90 | 11.67 | 5.29 | -3.32 | 2.11 | 13.84 | 4.16 | 4.98 | 7.44 | 12.52 | -1.22 | 9.89 | 12.96 | 5.31 | 7.20 | 16.87 | 0.49 | 6.27 |
| Sharpe Ratio | NA | -0.11 | -0.38 | 0.09 | 0.26 | NA | NA | … | … | 0.03 | -0.27 | 0.87 | -1.24 | 0.51 | 1.83 | 1.95 | -0.44 | 2.24 | 1.03 | -0.59 | 0.38 | 1.95 | 0.73 | 0.65 | 0.67 | 1.49 | -0.48 | 0.69 | 1.17 | 0.51 | 0.90 | 2.92 | -0.14 | 1.04 |
| Standard Deviation(%) | NA | 9.39 | 11.61 | 10.66 | 8.51 | NA | NA | … | … | 5.89 | 9.49 | 9.71 | 14.83 | 9.46 | 8.59 | 4.53 | 7.35 | 4.92 | 4.94 | 5.72 | 5.47 | 7.08 | 5.60 | 7.63 | 10.96 | 8.34 | 4.47 | 10.01 | 8.29 | 6.17 | 6.95 | 5.54 | 4.56 | 3.82 |
| Draw Down(%) | NA | 6.75 | 22.80 | 25.21 | 25.21 | NA | NA | … | … | 0.48 | 6.70 | 10.38 | 23.43 | 5.05 | 8.79 | 3.38 | 7.91 | 1.95 | 4.17 | 7.20 | 5.43 | 5.14 | 5.23 | 5.04 | 8.83 | 4.76 | 7.63 | 7.26 | 9.50 | 4.75 | 6.99 | 3.43 | 5.52 | 2.30 |
| Yield(%) | NA | 4.30 | 5.17 | 4.20 | 2.98 | NA | NA | … | … | NA | 0.81 | 3.97 | 3.85 | 6.79 | 3.38 | 2.77 | 1.55 | 0.21 | 2.94 | 1.58 | 2.18 | 2.78 | 2.57 | 2.93 | 2.14 | 3.46 | 2.98 | 4.14 | 4.47 | 2.65 | 2.68 | 3.42 | 3.73 | 5.39 |
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 |
|---|---|---|---|---|
| HARDINGE INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.53%
Apr 2021 – Apr 2024 |
0.55%
Sep 2017 – Sep 2022 |
2.53%
Oct 2013 – Oct 2023 |
3.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARDINGE INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
11.74%
Apr 2003 – Apr 2006 |
11.20%
Oct 2002 – Oct 2007 |
8.33%
Apr 2003 – Apr 2013 |
7.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart