Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Quaker Chemical Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 26.10% | -1.09% | 4.39% | 4.66% | 5.22% | 5.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Quaker Chemical Corporation 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 (%) | -1.00 | 26.10 | -1.09 | 4.39 | 4.66 | 5.22 | 5.94 | … | … | 0.64 | 8.86 | 16.11 | -22.99 | 1.29 | 19.70 | 10.97 | -2.48 | 15.15 | 5.21 | -1.54 | 0.21 | 14.11 | 2.78 | 2.43 | 10.36 | 11.69 | -1.10 | 11.30 | 11.73 | 4.77 | 10.10 | 16.15 | -0.82 | 5.75 |
| Sharpe Ratio | NA | 0.37 | -0.29 | 0.07 | 0.28 | NA | NA | … | … | 0.06 | 0.21 | 1.19 | -1.40 | 0.10 | 1.95 | 1.86 | -0.43 | 2.38 | 1.00 | -0.29 | 0.03 | 1.94 | 0.51 | 0.30 | 0.95 | 1.50 | -0.45 | 0.76 | 0.99 | 0.45 | 1.34 | 2.72 | -0.42 | 1.03 |
| Standard Deviation(%) | NA | 10.67 | 13.15 | 12.42 | 9.84 | NA | NA | … | … | 10.29 | 10.73 | 10.00 | 17.38 | 12.29 | 10.01 | 5.13 | 8.91 | 6.09 | 5.00 | 5.33 | 6.68 | 7.28 | 5.33 | 8.05 | 10.86 | 7.71 | 4.50 | 11.00 | 8.57 | 5.76 | 6.83 | 5.69 | 4.59 | 3.34 |
| Draw Down(%) | NA | 6.46 | 26.53 | 32.40 | 32.40 | NA | NA | … | … | 0.87 | 6.46 | 10.52 | 28.01 | 9.48 | 8.95 | 3.56 | 10.65 | 4.24 | 4.24 | 4.90 | 5.21 | 4.94 | 5.21 | 5.83 | 8.65 | 4.10 | 7.63 | 7.69 | 10.34 | 4.16 | 6.63 | 3.53 | 6.18 | 2.31 |
| Yield(%) | NA | 2.47 | 3.90 | 3.92 | 3.03 | NA | NA | … | … | NA | 0.70 | 2.24 | 2.36 | 6.09 | 4.32 | 4.35 | 2.30 | 0.12 | 3.30 | 1.50 | 3.26 | 3.48 | 2.10 | 2.18 | 2.22 | 3.13 | 2.98 | 6.37 | 8.33 | 3.29 | 2.72 | 3.30 | 3.73 | 5.10 |
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 |
|---|---|---|---|---|
| Quaker Chemical Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
-3.88%
Jan 2021 – Jan 2024 |
-0.88%
Sep 2017 – Sep 2022 |
2.44%
Oct 2013 – Oct 2023 |
3.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Quaker Chemical Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
12.58%
Apr 2003 – Apr 2006 |
11.72%
Oct 2002 – Oct 2007 |
8.45%
Apr 2001 – Apr 2011 |
7.72%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart