Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NORPAC HOURLY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 23.65% | 1.01% | 6.06% | 5.16% | 5.68% | 6.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORPAC HOURLY 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 (%) | -0.87 | 23.65 | 1.01 | 6.06 | 5.16 | 5.68 | 6.15 | … | … | 0.30 | 8.55 | 14.50 | -16.91 | 6.91 | 20.94 | 9.19 | -3.88 | 12.50 | 6.03 | -2.71 | 1.50 | 13.55 | 4.55 | 5.08 | 6.07 | 12.36 | -1.06 | 8.70 | 13.17 | 3.60 | 8.69 | 15.54 | 0.37 | 6.27 |
| Sharpe Ratio | NA | 0.37 | -0.21 | 0.35 | 0.42 | NA | NA | … | … | 0.03 | 0.22 | 1.14 | -1.23 | 0.86 | 2.81 | 1.56 | -0.72 | 2.75 | 1.26 | -0.54 | 0.27 | 2.01 | 0.84 | 0.74 | 0.60 | 1.59 | -0.45 | 0.57 | 1.47 | 0.26 | 1.20 | 3.02 | -0.17 | 1.04 |
| Standard Deviation(%) | NA | 8.67 | 11.24 | 9.99 | 8.01 | NA | NA | … | … | 7.22 | 8.74 | 8.99 | 14.88 | 8.04 | 7.38 | 5.00 | 7.17 | 4.31 | 4.63 | 5.08 | 5.56 | 6.72 | 5.35 | 6.78 | 10.06 | 7.74 | 4.43 | 10.10 | 6.75 | 5.40 | 6.47 | 4.91 | 4.41 | 3.82 |
| Draw Down(%) | NA | 4.74 | 22.50 | 24.47 | 24.47 | NA | NA | … | … | 0.62 | 4.74 | 9.48 | 23.02 | 4.28 | 6.53 | 3.29 | 9.29 | 1.45 | 3.23 | 6.22 | 5.38 | 5.02 | 5.15 | 4.39 | 9.03 | 4.10 | 7.63 | 6.92 | 7.13 | 4.31 | 6.09 | 2.97 | 5.48 | 2.30 |
| Yield(%) | NA | 3.24 | 2.46 | 2.37 | 2.12 | NA | NA | … | … | NA | 0.93 | 2.81 | 1.91 | 1.91 | 2.43 | 2.61 | 1.80 | 0.31 | 2.59 | 1.94 | 2.58 | 1.15 | 2.54 | 3.08 | 2.59 | 3.48 | 2.98 | 3.18 | 3.15 | 2.78 | 2.80 | 3.63 | 3.77 | 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 |
|---|---|---|---|---|
| NORPAC HOURLY 401(k) PLAN Tactical Asset Allocation Moderate |
-0.64%
Apr 2021 – Apr 2024 |
1.61%
Sep 2017 – Sep 2022 |
3.21%
Oct 2013 – Oct 2023 |
4.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORPAC HOURLY 401(k) PLAN Tactical Asset Allocation Moderate |
12.18%
Dec 2018 – Dec 2021 |
10.85%
Oct 2002 – Oct 2007 |
8.09%
Jul 2003 – Jul 2013 |
7.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart