Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 16.93% | -0.35% | 5.16% | 4.48% | 5.44% | 6.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP 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 (%) | -0.85 | 16.93 | -0.35 | 5.16 | 4.48 | 5.44 | 6.38 | … | … | 0.28 | 6.37 | 8.13 | -15.52 | 9.77 | 16.29 | 11.45 | -4.25 | 12.52 | 3.70 | -1.26 | -0.73 | 15.37 | 4.28 | -0.77 | 15.07 | 18.44 | -3.39 | 14.66 | 8.84 | 7.62 | 12.08 | 18.79 | 1.56 | 6.96 |
| Sharpe Ratio | NA | 0.12 | -0.44 | 0.20 | 0.35 | NA | NA | … | … | 0.02 | -0.02 | 0.49 | -1.69 | 1.00 | 1.74 | 2.14 | -0.79 | 2.54 | 0.76 | -0.25 | -0.11 | 2.41 | 0.80 | -0.09 | 1.54 | 2.38 | -0.93 | 1.31 | 0.73 | 0.93 | 1.46 | 3.04 | 0.10 | 0.40 |
| Standard Deviation(%) | NA | 10.29 | 9.51 | 9.53 | 7.72 | NA | NA | … | … | 11.64 | 10.33 | 7.99 | 9.99 | 9.77 | 9.25 | 4.70 | 7.06 | 4.67 | 4.62 | 5.12 | 6.57 | 6.36 | 5.26 | 9.36 | 9.73 | 7.70 | 4.63 | 8.94 | 7.68 | 5.87 | 7.66 | 5.95 | 4.61 | 11.52 |
| Draw Down(%) | NA | 7.14 | 15.26 | 17.97 | 17.97 | NA | NA | … | … | 1.03 | 7.14 | 8.07 | 16.04 | 6.10 | 8.85 | 3.40 | 9.74 | 2.00 | 3.61 | 4.98 | 5.78 | 4.72 | 5.40 | 10.34 | 8.41 | 4.27 | 5.24 | 7.83 | 9.22 | 4.05 | 7.87 | 3.35 | 6.63 | 7.25 |
| Yield(%) | NA | 3.21 | 5.59 | 4.65 | 3.45 | NA | NA | … | … | NA | 0.79 | 2.79 | 3.82 | 9.91 | 1.92 | 5.09 | 3.27 | 0.28 | 2.96 | 1.32 | 3.23 | 3.14 | 5.43 | 4.15 | 2.69 | 3.59 | 2.42 | 6.51 | 7.26 | 3.36 | 4.70 | 1.76 | 2.57 | 7.18 |
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 |
|---|---|---|---|---|
| AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP PLAN Tactical Asset Allocation Mode |
-1.60%
Apr 2021 – Apr 2024 |
1.83%
Dec 2013 – Dec 2018 |
3.07%
Oct 2013 – Oct 2023 |
4.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN WOODMARK CORPORATION INVESTMENT SAVINGS STOCK OWNERSHIP PLAN Tactical Asset Allocation Mode |
14.06%
Apr 2003 – Apr 2006 |
13.90%
Oct 2002 – Oct 2007 |
10.31%
Apr 2001 – Apr 2011 |
8.37%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart