Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARBO Ceramics Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 14.15% | 0.26% | 6.22% | 4.72% | 6.37% | 8.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARBO Ceramics Inc. Savings and Profit Sharing 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 (%) | -1.69 | 14.15 | 0.26 | 6.22 | 4.72 | 6.37 | 8.74 | … | … | 0.78 | -2.20 | 13.75 | -13.74 | 12.91 | 17.97 | 8.43 | -3.50 | 13.09 | 5.61 | -5.66 | 5.91 | 14.92 | 11.81 | -2.80 | 14.45 | 33.06 | -6.05 | 20.77 | 18.51 | 15.66 | 18.23 | 47.37 | 14.74 | 8.39 |
| Sharpe Ratio | NA | -0.75 | -0.45 | 0.27 | 0.30 | NA | NA | … | … | 0.08 | -0.98 | 1.03 | -1.55 | 1.19 | 1.81 | 1.33 | -0.63 | 2.15 | 0.83 | -0.86 | 0.90 | 2.23 | 2.30 | -0.25 | 1.06 | 2.90 | -1.04 | 1.30 | 1.54 | 1.96 | 1.91 | 8.11 | 2.68 | 1.30 |
| Standard Deviation(%) | NA | 8.89 | 9.32 | 9.77 | 8.26 | NA | NA | … | … | 9.41 | 9.00 | 9.26 | 9.74 | 10.83 | 9.80 | 5.29 | 7.62 | 5.78 | 6.49 | 6.62 | 6.52 | 6.69 | 5.12 | 11.36 | 13.57 | 11.38 | 6.72 | 13.71 | 9.91 | 6.88 | 9.06 | 5.76 | 5.08 | 4.68 |
| Draw Down(%) | NA | 6.84 | 12.85 | 15.14 | 15.14 | NA | NA | … | … | 0.65 | 6.84 | 10.37 | 15.10 | 4.80 | 11.33 | 3.08 | 9.53 | 4.58 | 4.93 | 10.93 | 6.34 | 6.38 | 3.90 | 11.24 | 9.85 | 4.52 | 9.78 | 12.12 | 13.31 | 5.83 | 11.88 | 1.88 | 6.05 | 3.15 |
| Yield(%) | NA | 6.10 | 4.52 | 5.45 | 4.95 | NA | NA | … | … | NA | 1.05 | 5.88 | 1.53 | 5.99 | 6.52 | 7.30 | 4.95 | 0.28 | 3.62 | 7.48 | 5.86 | 3.80 | 4.41 | 2.30 | 2.60 | 4.65 | 3.50 | 11.52 | 9.68 | 5.70 | 4.07 | 6.71 | 5.15 | 7.20 |
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 |
|---|---|---|---|---|
| CARBO Ceramics Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.37%
Dec 2021 – Dec 2024 |
1.69%
Feb 2015 – Feb 2020 |
4.13%
Oct 2013 – Oct 2023 |
5.65%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARBO Ceramics Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
27.44%
Jan 2003 – Jan 2006 |
26.19%
Oct 2002 – Oct 2007 |
18.32%
Apr 2001 – Apr 2011 |
13.42%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart