Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 11.76% | 4.25% | 6.40% | 5.72% | 8.21% | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 11.76 | 4.25 | 6.40 | 5.72 | 8.21 | NA | … | … | 2.57 | 9.29 | 3.38 | -2.05 | 2.00 | 17.26 | 1.54 | 4.18 | 8.73 | 11.54 | 3.74 | 11.59 | 11.13 | 5.37 | 12.91 | 21.27 | 4.81 | 7.48 |
| Sharpe Ratio | NA | 2.34 | 0.81 | 1.04 | 0.85 | NA | NA | … | … | 0.58 | 1.90 | 0.72 | -0.40 | 0.34 | 2.47 | 0.28 | 0.51 | 0.83 | 1.40 | 0.46 | 0.93 | 1.04 | 0.57 | 1.50 | 3.29 | 0.76 | 1.04 |
| Standard Deviation(%) | NA | 4.59 | 4.80 | 5.50 | 6.77 | NA | NA | … | … | 4.38 | 4.56 | 4.42 | 5.27 | 5.88 | 6.97 | 5.24 | 8.07 | 10.47 | 8.17 | 6.13 | 9.19 | 7.52 | 5.64 | 7.99 | 6.26 | 4.88 | 4.97 |
| Draw Down(%) | NA | 3.16 | 5.42 | 5.65 | 9.12 | NA | NA | … | … | 0.21 | 3.16 | 3.96 | 5.42 | 4.98 | 3.64 | 5.08 | 6.26 | 9.12 | 4.71 | 5.44 | 6.53 | 8.67 | 4.01 | 7.23 | 3.04 | 4.16 | 3.44 |
| Yield(%) | NA | 0.19 | 1.95 | 2.35 | 2.74 | NA | NA | … | … | 0.00 | 0.20 | 3.13 | 2.51 | 2.68 | 3.24 | 2.73 | 2.44 | 2.60 | 3.57 | 4.46 | 4.47 | 5.01 | 3.31 | 3.66 | 4.00 | 4.94 | 6.50 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
1.08%
Dec 2013 – Dec 2016 |
3.46%
Apr 2011 – Apr 2016 |
5.72%
Oct 2007 – Oct 2017 |
7.45%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.54%
Apr 2003 – Apr 2006 |
13.36%
Oct 2002 – Oct 2007 |
10.25%
Apr 2001 – Apr 2011 |
8.27%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart