Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE ST. JOE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate | NA | 18.37% | 2.39% | 5.57% | 4.18% | 4.68% | 5.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE ST. JOE COMPANY 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 (%) | -1.01 | 18.37 | 2.39 | 5.57 | 4.18 | 4.68 | 5.64 | … | … | 0.30 | 2.59 | 15.87 | -13.40 | 4.48 | 14.08 | 11.38 | -3.32 | 6.65 | 4.82 | -3.70 | -0.06 | 13.60 | 7.85 | 1.26 | 2.90 | 22.00 | -3.56 | 11.49 | 9.64 | 5.78 | 7.97 | 19.17 | 0.73 | 6.60 |
| Sharpe Ratio | NA | -0.23 | -0.24 | 0.16 | 0.24 | NA | NA | … | … | 0.02 | -0.35 | 1.39 | -1.30 | 0.45 | 1.56 | 2.31 | -0.62 | 1.18 | 1.07 | -0.62 | -0.01 | 2.15 | 2.24 | 0.17 | 0.28 | 2.80 | -1.10 | 0.92 | 0.76 | 0.58 | 0.93 | 3.25 | -0.09 | 1.06 |
| Standard Deviation(%) | NA | 11.27 | 10.43 | 10.04 | 8.11 | NA | NA | … | … | 10.20 | 11.29 | 8.34 | 11.35 | 9.90 | 8.86 | 4.32 | 7.46 | 5.12 | 4.30 | 5.97 | 6.11 | 6.32 | 3.49 | 7.45 | 10.17 | 7.82 | 4.07 | 9.25 | 8.38 | 6.25 | 7.53 | 5.69 | 4.47 | 4.05 |
| Draw Down(%) | NA | 10.29 | 14.85 | 18.55 | 18.55 | NA | NA | … | … | 0.90 | 10.29 | 7.26 | 16.21 | 5.91 | 10.29 | 1.87 | 9.10 | 5.70 | 4.09 | 7.91 | 5.47 | 4.18 | 3.26 | 7.98 | 9.40 | 4.26 | 6.40 | 6.46 | 9.63 | 4.38 | 7.02 | 3.28 | 5.87 | 2.79 |
| Yield(%) | NA | 5.42 | 4.95 | 5.06 | 4.66 | NA | NA | … | … | NA | 0.55 | 5.85 | 2.73 | 5.95 | 4.88 | 6.50 | 4.44 | 0.38 | 3.88 | 5.17 | 7.20 | 3.08 | 5.35 | 2.26 | 5.14 | 5.25 | 2.42 | 5.99 | 5.84 | 3.74 | 3.37 | 4.01 | 4.60 | 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 |
|---|---|---|---|---|
| THE ST. JOE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
0.25%
Apr 2021 – Apr 2024 |
0.79%
Dec 2013 – Dec 2018 |
2.67%
Oct 2013 – Oct 2023 |
3.98%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE ST. JOE COMPANY 401(k) PLAN Tactical Asset Allocation Moderate |
12.04%
Jan 2003 – Jan 2006 |
11.38%
Oct 2002 – Oct 2007 |
8.63%
Apr 2001 – Apr 2011 |
7.26%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart