Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 22.72% | 2.55% | 6.96% | 4.62% | 5.79% | 6.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement 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 (%) | -1.00 | 22.72 | 2.55 | 6.96 | 4.62 | 5.79 | 6.35 | … | … | 0.51 | 4.78 | 13.34 | -16.36 | 14.85 | 14.72 | 10.81 | -4.84 | 2.73 | 3.32 | 0.05 | 3.80 | 16.77 | 8.27 | -0.17 | 9.28 | 16.91 | -4.99 | 10.87 | 12.13 | 6.51 | 6.63 | 16.75 | 3.97 | 7.53 |
| Sharpe Ratio | NA | -0.10 | -0.26 | 0.30 | 0.30 | NA | NA | … | … | 0.07 | -0.17 | 1.03 | -1.33 | 1.47 | 2.00 | 2.07 | -1.34 | 0.62 | 0.98 | 0.01 | 0.85 | 2.53 | 1.31 | -0.03 | 0.84 | 1.93 | -1.24 | 0.83 | 1.19 | 0.75 | 0.80 | 3.07 | 0.63 | 1.09 |
| Standard Deviation(%) | NA | 10.66 | 11.05 | 10.24 | 7.75 | NA | NA | … | … | 6.84 | 10.68 | 8.80 | 13.31 | 10.06 | 7.25 | 4.55 | 4.58 | 3.41 | 3.19 | 3.74 | 4.45 | 6.60 | 6.26 | 7.35 | 10.91 | 8.71 | 4.77 | 9.44 | 7.44 | 5.81 | 7.15 | 5.23 | 4.54 | 4.78 |
| Draw Down(%) | NA | 8.56 | 16.17 | 18.77 | 18.77 | NA | NA | … | … | 0.47 | 8.42 | 7.32 | 18.56 | 4.47 | 8.01 | 1.66 | 8.40 | 3.60 | 1.93 | 5.01 | 3.49 | 4.34 | 5.29 | 7.76 | 8.83 | 4.53 | 9.09 | 6.38 | 8.02 | 4.26 | 7.14 | 3.13 | 4.68 | 3.89 |
| Yield(%) | NA | 8.15 | 7.60 | 6.69 | 5.13 | NA | NA | … | … | NA | 0.85 | 8.03 | 4.33 | 10.12 | 5.99 | 5.41 | 3.92 | 0.37 | 4.19 | 2.69 | 6.65 | 3.98 | 3.73 | 2.18 | 2.32 | 4.23 | 3.19 | 6.40 | 7.24 | 4.44 | 3.13 | 3.00 | 6.10 | 7.73 |
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 |
|---|---|---|---|---|
| Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement Plan Tactical Ass |
-0.23%
Dec 2021 – Dec 2024 |
0.96%
Dec 2013 – Dec 2018 |
3.10%
Oct 2013 – Oct 2023 |
4.59%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Universal Forest Products, Inc. Employees’ Profit Sharing and 401(k) Retirement Plan Tactical Ass |
13.44%
Dec 2018 – Dec 2021 |
11.47%
Oct 2002 – Oct 2007 |
8.95%
Apr 2001 – Apr 2011 |
7.48%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart