Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Astec Industries, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 9.78% | 4.66% | 4.37% | 2.99% | 4.43% | 5.28% | … | … |
Data as of 12/31/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Astec Industries, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 03/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 9.78 | 4.66 | 4.37 | 2.99 | 4.43 | 5.28 | … | … | 6.26 | 9.78 | 7.42 | -2.37 | 5.83 | 1.61 | -1.13 | -0.89 | 12.09 | 6.21 | -7.08 | 5.20 | 12.17 | -7.10 | 13.99 | 16.51 | 7.42 | 11.65 | 21.85 | -4.19 | 2.31 |
| Sharpe Ratio | NA | 2.50 | 0.83 | 0.69 | 0.40 | NA | NA | … | … | 0.67 | 1.21 | 1.06 | -0.47 | 0.73 | 0.33 | -0.24 | -0.13 | 1.64 | 0.89 | -0.66 | 0.46 | 1.26 | -1.63 | 0.90 | 1.33 | 0.79 | 1.10 | 2.99 | -1.11 | 0.01 |
| Standard Deviation(%) | NA | 7.99 | 7.09 | 7.02 | 7.18 | NA | NA | … | … | 9.40 | 7.92 | 5.68 | 7.88 | 7.10 | 4.18 | 4.90 | 6.71 | 7.36 | 6.90 | 10.81 | 11.08 | 9.56 | 4.90 | 12.16 | 9.96 | 6.62 | 9.77 | 7.08 | 4.76 | 0.05 |
| Draw Down(%) | NA | 4.85 | 8.46 | 9.74 | 12.71 | NA | NA | … | … | 3.03 | 6.53 | 3.89 | 8.46 | 6.16 | 3.48 | 5.97 | 6.08 | 4.00 | 6.41 | 12.71 | 9.40 | 4.96 | 7.75 | 8.83 | 12.74 | 5.30 | 7.37 | 3.38 | 5.96 | 0.00 |
| Yield(%) | NA | 0.79 | 1.41 | 1.15 | 1.24 | NA | NA | … | … | 0.09 | 1.16 | 2.01 | 1.22 | 0.65 | 0.99 | 0.97 | 0.98 | 3.66 | 0.47 | 0.43 | 0.73 | 0.40 | 0.68 | 4.14 | 3.86 | 3.82 | 1.54 | 2.59 | 1.09 | 2.31 |
Data as of 12/31/2020, 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 |
|---|---|---|---|---|
| Astec Industries, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-0.58%
Oct 2017 – Oct 2020 |
0.57%
Dec 2013 – Dec 2018 |
1.84%
Apr 2010 – Apr 2020 |
3.94%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Astec Industries, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
17.91%
Apr 2003 – Apr 2006 |
14.88%
Oct 2002 – Oct 2007 |
8.19%
Apr 2003 – Apr 2013 |
6.68%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart