Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 1.60% | 5.69% | 5.30% | 4.68% | 5.45% | 6.05% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.34 | 1.60 | 5.69 | 5.30 | 4.68 | 5.45 | 6.05 | … | … | 1.08 | 15.20 | -16.02 | 18.71 | 15.97 | 14.78 | -3.67 | 17.54 | -0.37 | -1.83 | 3.70 | 17.29 | 10.17 | -4.48 | -0.45 | 17.41 | -16.22 | 15.38 | 15.45 | 13.12 | 9.35 | 21.11 | -14.30 | 0.34 |
| Sharpe Ratio | NA | 0.77 | 0.28 | 0.61 | 0.32 | NA | NA | … | … | 0.09 | 1.00 | -1.47 | 1.37 | 1.12 | 1.68 | -0.13 | 2.69 | -0.06 | -0.20 | 0.35 | 2.65 | 1.21 | -0.36 | -0.04 | 1.44 | -1.75 | 0.95 | 1.14 | 1.37 | 0.86 | 3.08 | -1.91 | -0.47 |
| Standard Deviation(%) | NA | 10.98 | 11.99 | 11.93 | 15.82 | NA | NA | … | … | 8.92 | 10.92 | 11.88 | 13.62 | 14.08 | 7.94 | 38.54 | 6.28 | 8.88 | 9.28 | 10.42 | 6.52 | 8.33 | 12.59 | 12.83 | 12.00 | 9.78 | 13.07 | 10.71 | 8.00 | 9.74 | 6.62 | 8.06 | 4.19 |
| Draw Down(%) | NA | 10.48 | 19.51 | 19.51 | 25.92 | NA | NA | … | … | 2.38 | 10.48 | 19.48 | 8.06 | 10.68 | 4.57 | 25.92 | 2.27 | 7.92 | 8.31 | 8.50 | 3.40 | 8.59 | 12.62 | 12.38 | 7.59 | 16.86 | 9.31 | 13.14 | 6.80 | 9.48 | 2.53 | 16.35 | 4.04 |
| Yield(%) | NA | 4.37 | 3.36 | 3.14 | 3.18 | NA | NA | … | … | 0.00 | 4.58 | 1.54 | 4.07 | 1.08 | 4.68 | 4.59 | 0.11 | 1.70 | 6.23 | 3.52 | 4.77 | 1.63 | 0.25 | 1.18 | 1.11 | 0.49 | 10.22 | 8.45 | 2.31 | 0.94 | 1.41 | 0.74 | 1.86 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Tactical Asset Allocation Mod |
-3.07%
Oct 2007 – Oct 2010 |
-0.63%
Oct 2007 – Oct 2012 |
3.31%
Oct 2007 – Oct 2017 |
3.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Tactical Asset Allocation Mod |
19.16%
Oct 2004 – Oct 2007 |
15.89%
Oct 2002 – Oct 2007 |
8.90%
Dec 2011 – Dec 2021 |
7.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart