Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN Tactical Asset Allocation Moderate | NA | 32.71% | 11.02% | 11.55% | 7.95% | 7.84% | 7.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL 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 (%) | -0.31 | 32.71 | 11.02 | 11.55 | 7.95 | 7.84 | 7.93 | … | … | 0.80 | 20.58 | 25.63 | -9.02 | 4.94 | 20.66 | 7.36 | -1.14 | 12.78 | 2.05 | 0.47 | 0.53 | 15.55 | 7.79 | 0.31 | 9.72 | 17.53 | -3.37 | 9.17 | 9.44 | 7.48 | 12.36 | 18.36 | 1.06 | 6.60 |
| Sharpe Ratio | NA | 2.48 | 0.86 | 1.05 | 0.86 | NA | NA | … | … | 0.17 | 2.25 | 3.19 | -0.78 | 0.55 | 2.60 | 1.15 | -0.35 | 2.55 | 0.45 | 0.09 | 0.08 | 2.23 | 1.23 | 0.04 | 0.88 | 2.16 | -1.03 | 0.61 | 0.78 | 0.82 | 1.40 | 2.89 | -0.01 | 1.06 |
| Standard Deviation(%) | NA | 6.18 | 9.37 | 9.02 | 7.39 | NA | NA | … | … | 4.33 | 6.22 | 6.71 | 13.40 | 8.95 | 7.86 | 5.16 | 7.03 | 4.76 | 4.07 | 4.93 | 6.32 | 6.96 | 6.29 | 7.76 | 10.94 | 8.08 | 4.18 | 10.11 | 7.95 | 6.52 | 8.14 | 6.11 | 4.51 | 4.05 |
| Draw Down(%) | NA | 4.22 | 15.94 | 17.73 | 17.73 | NA | NA | … | … | 0.19 | 4.22 | 3.41 | 16.93 | 4.52 | 8.00 | 3.30 | 7.48 | 2.01 | 3.71 | 4.22 | 5.80 | 4.46 | 5.59 | 7.64 | 8.67 | 4.61 | 6.33 | 6.94 | 8.93 | 5.17 | 7.48 | 4.12 | 5.47 | 2.79 |
| Yield(%) | NA | 20.23 | 13.57 | 9.67 | 6.06 | NA | NA | … | … | NA | 5.90 | 19.06 | 8.14 | 6.72 | 5.25 | 3.16 | 3.42 | 0.26 | 2.10 | 1.04 | 4.83 | 2.22 | 3.95 | 1.77 | 3.72 | 4.35 | 2.44 | 6.36 | 7.16 | 3.69 | 3.41 | 3.06 | 4.68 | 6.55 |
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 |
|---|---|---|---|---|
| FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN Tactical Asset Allocation |
1.01%
Dec 2013 – Dec 2016 |
2.82%
Dec 2013 – Dec 2018 |
4.32%
Sep 2012 – Sep 2022 |
4.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN Tactical Asset Allocation |
14.88%
Apr 2003 – Apr 2006 |
12.45%
Oct 2002 – Oct 2007 |
9.23%
Apr 2001 – Apr 2011 |
8.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart