Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 34.01% | 11.97% | 10.46% | 7.19% | 7.38% | 7.70% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT 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 (%) | -0.78 | 34.01 | 11.97 | 10.46 | 7.19 | 7.38 | 7.70 | … | … | 0.78 | 17.83 | 24.56 | -7.95 | 8.24 | 8.30 | 9.06 | -1.56 | 10.09 | 3.99 | -0.21 | 1.51 | 15.64 | 8.81 | 1.63 | 7.03 | 20.46 | -3.17 | 12.03 | 11.01 | 6.40 | 7.65 | 16.57 | 1.34 | 5.12 |
| Sharpe Ratio | NA | 1.30 | 0.78 | 0.78 | 0.70 | NA | NA | … | … | 0.10 | 1.16 | 2.54 | -0.89 | 0.84 | 0.98 | 1.68 | -0.39 | 2.14 | 0.96 | -0.05 | 0.26 | 2.38 | 1.67 | 0.23 | 0.63 | 2.45 | -0.97 | 1.05 | 1.05 | 0.75 | 0.93 | 3.26 | 0.06 | 0.63 |
| Standard Deviation(%) | NA | 9.68 | 9.48 | 9.32 | 7.52 | NA | NA | … | … | 7.02 | 9.71 | 7.99 | 10.54 | 9.84 | 8.22 | 4.56 | 7.29 | 4.42 | 3.92 | 4.64 | 5.68 | 6.55 | 5.24 | 6.82 | 11.04 | 8.30 | 4.20 | 8.58 | 7.34 | 5.68 | 7.22 | 4.87 | 4.20 | 4.46 |
| Draw Down(%) | NA | 8.22 | 14.17 | 15.17 | 15.17 | NA | NA | … | … | 0.44 | 8.22 | 4.73 | 15.17 | 5.09 | 9.80 | 3.28 | 7.58 | 2.23 | 3.14 | 4.86 | 6.21 | 3.75 | 4.40 | 5.20 | 8.97 | 4.08 | 6.07 | 6.76 | 8.75 | 4.48 | 6.17 | 2.86 | 5.00 | 3.32 |
| Yield(%) | NA | 15.74 | 12.12 | 8.73 | 5.83 | NA | NA | … | … | NA | 4.27 | 15.55 | 7.56 | 8.56 | 3.48 | 4.74 | 4.28 | 0.60 | 3.86 | 1.17 | 4.41 | 6.79 | 4.61 | 1.80 | 4.26 | 5.07 | 3.02 | 6.16 | 6.54 | 3.55 | 5.06 | 4.27 | 5.18 | 8.07 |
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 |
|---|---|---|---|---|
| TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.89%
Oct 2017 – Oct 2020 |
2.57%
Jun 2017 – Jun 2022 |
4.38%
Jun 2012 – Jun 2022 |
5.04%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERRA INDUSTRIES INC.EMPLOYEES’ SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.84%
Nov 2021 – Nov 2024 |
11.55%
Nov 2019 – Nov 2024 |
9.19%
Jul 2003 – Jul 2013 |
8.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart