Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UniFirst Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 18.68% | 1.48% | 6.78% | 4.93% | 5.60% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UniFirst Retirement 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 (%) | -0.93 | 18.68 | 1.48 | 6.78 | 4.93 | 5.60 | 6.43 | … | … | 0.27 | 7.40 | 11.53 | -13.17 | 8.82 | 21.22 | 8.18 | -4.86 | 8.11 | 5.33 | -1.87 | 0.58 | 14.86 | 7.31 | -0.10 | 9.42 | 17.68 | -3.12 | 10.28 | 12.51 | 6.79 | 10.70 | 19.60 | 3.50 | 6.98 |
| Sharpe Ratio | NA | 0.20 | -0.26 | 0.44 | 0.40 | NA | NA | … | … | 0.03 | 0.08 | 0.94 | -1.45 | 0.86 | 2.63 | 1.26 | -0.93 | 1.44 | 1.25 | -0.37 | 0.10 | 2.20 | 1.47 | -0.02 | 0.94 | 2.26 | -1.00 | 0.84 | 1.22 | 0.82 | 1.21 | 3.56 | 0.59 | 1.14 |
| Standard Deviation(%) | NA | 9.82 | 9.29 | 9.26 | 7.56 | NA | NA | … | … | 7.48 | 9.89 | 7.74 | 10.02 | 10.27 | 7.97 | 5.36 | 6.62 | 5.21 | 4.09 | 5.16 | 5.60 | 6.73 | 4.93 | 8.01 | 9.91 | 7.79 | 4.04 | 8.66 | 7.55 | 5.66 | 8.08 | 5.31 | 4.02 | 4.09 |
| Draw Down(%) | NA | 7.28 | 13.99 | 15.91 | 15.91 | NA | NA | … | … | 0.59 | 7.28 | 6.45 | 14.08 | 5.17 | 8.00 | 3.62 | 9.35 | 4.73 | 3.21 | 5.51 | 6.23 | 3.78 | 4.29 | 7.98 | 7.38 | 4.10 | 6.48 | 6.83 | 8.98 | 5.04 | 7.11 | 2.21 | 4.04 | 2.77 |
| Yield(%) | NA | 5.95 | 5.42 | 5.02 | 4.41 | NA | NA | … | … | NA | 0.73 | 5.86 | 3.42 | 6.65 | 6.00 | 3.92 | 3.40 | 0.27 | 3.73 | 4.91 | 6.16 | 4.33 | 5.10 | 1.95 | 4.03 | 4.56 | 2.66 | 5.66 | 7.61 | 5.52 | 7.36 | 3.50 | 5.24 | 6.93 |
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 |
|---|---|---|---|---|
| UniFirst Retirement Savings Plan Tactical Asset Allocation Moderate |
-0.01%
Apr 2021 – Apr 2024 |
1.35%
Dec 2013 – Dec 2018 |
3.46%
Oct 2013 – Oct 2023 |
4.85%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UniFirst Retirement Savings Plan Tactical Asset Allocation Moderate |
14.30%
Apr 2003 – Apr 2006 |
12.68%
Oct 2002 – Oct 2007 |
9.81%
Apr 2001 – Apr 2011 |
8.06%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart