Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHOOL SPECIALTY, INC. 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.71% | 3.70% | 6.02% | 4.87% | 5.57% | 6.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHOOL SPECIALTY, INC. 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 (%) | -1.03 | 25.71 | 3.70 | 6.02 | 4.87 | 5.57 | 6.40 | … | … | 0.51 | 7.89 | 17.53 | -16.35 | 9.01 | 11.08 | 10.76 | -5.92 | 10.46 | 4.72 | -1.20 | 1.85 | 15.21 | 6.20 | 0.51 | 8.49 | 16.41 | -3.07 | 10.14 | 14.00 | 6.58 | 11.99 | 17.54 | 3.15 | 6.54 |
| Sharpe Ratio | NA | 0.23 | -0.13 | 0.25 | 0.32 | NA | NA | … | … | 0.05 | 0.14 | 1.50 | -1.18 | 0.93 | 1.09 | 1.90 | -0.94 | 1.94 | 1.03 | -0.24 | 0.26 | 2.09 | 1.20 | 0.06 | 0.80 | 2.01 | -0.99 | 0.72 | 1.32 | 0.71 | 1.46 | 3.31 | 0.46 | 1.16 |
| Standard Deviation(%) | NA | 9.44 | 11.50 | 10.85 | 8.62 | NA | NA | … | … | 8.57 | 9.45 | 8.85 | 15.09 | 9.62 | 9.99 | 4.92 | 7.72 | 5.06 | 4.37 | 5.12 | 7.17 | 7.27 | 5.11 | 7.50 | 10.48 | 8.10 | 4.05 | 9.99 | 8.12 | 6.22 | 7.58 | 5.09 | 4.40 | 3.66 |
| Draw Down(%) | NA | 7.89 | 22.29 | 22.71 | 22.71 | NA | NA | … | … | 0.67 | 7.89 | 7.57 | 22.71 | 6.39 | 11.07 | 3.16 | 10.96 | 2.18 | 3.56 | 5.95 | 5.86 | 5.16 | 4.81 | 6.39 | 8.97 | 4.38 | 6.18 | 7.23 | 9.06 | 4.94 | 6.64 | 3.18 | 5.26 | 2.77 |
| Yield(%) | NA | 6.08 | 5.82 | 6.33 | 5.04 | NA | NA | … | … | NA | 0.76 | 6.17 | 3.88 | 6.74 | 10.93 | 3.67 | 3.63 | 0.32 | 3.96 | 5.23 | 5.26 | 4.11 | 3.59 | 2.27 | 4.12 | 4.66 | 2.82 | 5.28 | 4.13 | 3.43 | 3.37 | 3.38 | 5.27 | 6.65 |
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 |
|---|---|---|---|---|
| SCHOOL SPECIALTY, INC. 401(k) Plan Tactical Asset Allocation Moderate |
-1.76%
Sep 2019 – Sep 2022 |
-0.29%
Sep 2017 – Sep 2022 |
2.82%
Oct 2013 – Oct 2023 |
3.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHOOL SPECIALTY, INC. 401(k) Plan Tactical Asset Allocation Moderate |
14.32%
Apr 2003 – Apr 2006 |
12.93%
Oct 2002 – Oct 2007 |
9.49%
Apr 2001 – Apr 2011 |
8.04%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart