Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HE STANDARD REGISTER EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 26.30% | 3.65% | 4.95% | 4.94% | 5.75% | 6.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HE STANDARD REGISTER EMPLOYEE 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 (%) | -1.32 | 26.30 | 3.65 | 4.95 | 4.94 | 5.75 | 6.31 | … | … | 0.24 | 8.96 | 14.46 | -13.93 | 9.46 | 2.99 | 11.75 | -2.02 | 12.81 | 5.48 | -0.79 | -0.37 | 14.97 | 7.01 | 2.02 | 8.98 | 14.20 | -3.35 | 10.02 | 14.33 | 3.76 | 11.14 | 17.64 | -0.99 | 1.60 |
| Sharpe Ratio | NA | 0.35 | -0.10 | 0.12 | 0.32 | NA | NA | … | … | 0.02 | 0.23 | 1.02 | -0.90 | 0.96 | 0.28 | 1.88 | -0.45 | 2.11 | 1.12 | -0.15 | -0.06 | 2.09 | 1.17 | 0.26 | 0.83 | 1.69 | -1.66 | 0.70 | 1.42 | 0.28 | 1.36 | 3.16 | -0.65 | -0.29 |
| Standard Deviation(%) | NA | 10.25 | 12.84 | 11.71 | 9.25 | NA | NA | … | … | 7.58 | 10.32 | 10.05 | 16.97 | 9.81 | 9.68 | 5.49 | 7.37 | 5.77 | 4.72 | 5.54 | 6.63 | 7.13 | 5.95 | 7.55 | 10.76 | 8.35 | 2.58 | 9.98 | 7.80 | 5.63 | 7.50 | 5.37 | 3.20 | 2.44 |
| Draw Down(%) | NA | 7.65 | 19.18 | 20.85 | 20.85 | NA | NA | … | … | 0.58 | 7.41 | 10.15 | 20.17 | 5.13 | 15.98 | 3.44 | 7.76 | 3.83 | 3.96 | 5.81 | 6.85 | 4.77 | 4.88 | 5.93 | 8.62 | 4.58 | 5.58 | 7.91 | 8.92 | 5.17 | 6.28 | 2.48 | 5.11 | 2.63 |
| Yield(%) | NA | 3.32 | 3.80 | 3.68 | 3.37 | NA | NA | … | … | NA | 0.63 | 3.37 | 2.50 | 4.89 | 4.17 | 3.20 | 3.79 | 0.33 | 4.02 | 3.02 | 4.04 | 2.56 | 2.37 | 1.13 | 2.58 | 1.55 | 1.48 | 3.27 | 5.64 | 3.39 | 3.01 | 1.82 | 1.43 | 3.81 |
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 |
|---|---|---|---|---|
| HE STANDARD REGISTER EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.51%
Sep 2019 – Sep 2022 |
-0.27%
Sep 2017 – Sep 2022 |
2.74%
Oct 2013 – Oct 2023 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HE STANDARD REGISTER EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
13.08%
Apr 2003 – Apr 2006 |
12.12%
Oct 2002 – Oct 2007 |
8.84%
Apr 2003 – Apr 2013 |
7.95%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart