Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPARTAN MOTORS RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.59% | 0.19% | 5.39% | 5.08% | 6.61% | 8.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPARTAN MOTORS RETIREMENT 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 (%) | -1.30 | 22.59 | 0.19 | 5.39 | 5.08 | 6.61 | 8.75 | … | … | -0.78 | 0.47 | 11.42 | -16.74 | 13.32 | 12.86 | 21.31 | -4.53 | 14.23 | 0.05 | -2.52 | 2.68 | 12.82 | 7.17 | 5.09 | 13.79 | 37.58 | -10.51 | 20.27 | 17.16 | 16.56 | 13.10 | 28.40 | 9.33 | 5.97 |
| Sharpe Ratio | NA | -0.63 | -0.47 | 0.08 | 0.28 | NA | NA | … | … | -0.10 | -0.62 | 0.62 | -1.15 | 1.35 | 1.19 | 2.98 | -0.68 | 2.50 | -0.03 | -0.43 | 0.41 | 1.99 | 1.22 | 0.52 | 0.95 | 2.88 | -1.82 | 1.36 | 1.39 | 1.92 | 1.24 | 4.75 | 1.52 | 0.74 |
| Standard Deviation(%) | NA | 9.76 | 12.65 | 11.77 | 9.51 | NA | NA | … | … | 8.06 | 9.83 | 11.61 | 15.79 | 9.89 | 10.65 | 6.68 | 8.58 | 5.44 | 5.36 | 5.91 | 6.57 | 6.42 | 5.82 | 9.80 | 14.42 | 13.03 | 6.29 | 12.75 | 10.00 | 7.50 | 9.81 | 5.83 | 5.40 | 4.91 |
| Draw Down(%) | NA | 9.98 | 20.81 | 22.69 | 22.69 | NA | NA | … | … | 1.01 | 9.71 | 12.97 | 22.31 | 5.12 | 14.17 | 2.44 | 11.90 | 3.00 | 5.43 | 7.46 | 6.57 | 6.54 | 5.66 | 8.27 | 10.46 | 6.11 | 12.99 | 11.97 | 13.37 | 6.11 | 13.51 | 2.87 | 6.64 | 4.13 |
| Yield(%) | NA | 6.93 | 6.35 | 5.59 | 4.56 | NA | NA | … | … | NA | 0.49 | 7.00 | 6.86 | 4.23 | 3.38 | 6.51 | 6.07 | 0.14 | 3.33 | 1.66 | 6.31 | 5.74 | 4.38 | 2.55 | 2.83 | 4.93 | 2.74 | 8.68 | 6.63 | 6.21 | 2.98 | 4.55 | 4.56 | 8.47 |
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 |
|---|---|---|---|---|
| SPARTAN MOTORS RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.32%
Dec 2021 – Dec 2024 |
1.78%
Dec 2013 – Dec 2018 |
3.46%
Oct 2013 – Oct 2023 |
5.66%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPARTAN MOTORS RETIREMENT PLAN Tactical Asset Allocation Moderate |
23.24%
Oct 2004 – Oct 2007 |
20.75%
Oct 2002 – Oct 2007 |
15.29%
Apr 2001 – Apr 2011 |
11.49%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart