Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Tactical Asset Allocation Moderate | NA | 18.79% | 1.21% | 4.89% | 4.57% | 4.86% | 6.44% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) 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 (%) | -1.54 | 18.79 | 1.21 | 4.89 | 4.57 | 4.86 | 6.44 | … | … | 0.86 | 4.41 | 13.74 | -15.87 | 4.65 | 15.15 | 9.09 | -4.21 | 16.10 | 4.23 | -1.73 | 0.83 | 11.48 | 8.89 | -4.04 | 6.74 | 23.78 | -1.27 | 13.71 | 12.54 | 7.49 | 11.42 | 14.97 | 0.12 | 6.98 |
| Sharpe Ratio | NA | -0.05 | -0.33 | 0.14 | 0.33 | NA | NA | … | … | 0.08 | -0.23 | 1.18 | -1.59 | 0.48 | 1.65 | 1.49 | -0.82 | 3.16 | 0.88 | -0.35 | 0.15 | 1.93 | 2.11 | -0.36 | 0.63 | 2.29 | -0.36 | 0.79 | 0.90 | 0.82 | 1.27 | 2.49 | -0.18 | 1.14 |
| Standard Deviation(%) | NA | 9.62 | 9.61 | 9.49 | 7.70 | NA | NA | … | … | 9.63 | 9.63 | 8.06 | 10.87 | 9.56 | 9.02 | 5.17 | 6.70 | 4.89 | 4.56 | 5.07 | 5.60 | 5.93 | 4.18 | 11.37 | 10.53 | 10.34 | 6.11 | 13.65 | 10.28 | 6.52 | 8.28 | 5.72 | 5.48 | 4.09 |
| Draw Down(%) | NA | 6.28 | 15.01 | 17.20 | 17.20 | NA | NA | … | … | 0.76 | 6.28 | 7.13 | 16.15 | 5.71 | 10.63 | 3.69 | 10.19 | 2.87 | 4.26 | 6.23 | 6.44 | 3.97 | 3.97 | 13.24 | 8.04 | 4.75 | 6.47 | 10.27 | 14.08 | 5.04 | 7.10 | 5.26 | 5.35 | 2.77 |
| Yield(%) | NA | 6.57 | 5.65 | 4.82 | 4.47 | NA | NA | … | … | NA | 0.76 | 6.58 | 1.63 | 8.46 | 3.36 | 4.53 | 5.52 | 0.23 | 3.75 | 6.66 | 4.07 | 2.00 | 3.87 | 1.49 | 3.82 | 4.37 | 2.94 | 5.10 | 4.31 | 3.38 | 2.72 | 2.62 | 3.31 | 6.93 |
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 |
|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Tactical Asset Allocation Moderate |
-0.44%
Apr 2021 – Apr 2024 |
1.16%
Dec 2017 – Dec 2022 |
3.00%
Oct 2013 – Oct 2023 |
4.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Tactical Asset Allocation Moderate |
16.20%
Oct 2004 – Oct 2007 |
13.58%
Oct 2002 – Oct 2007 |
9.82%
Apr 2001 – Apr 2011 |
8.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart