Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THRIFT PLAN OF DELTIC TIMBER CORPORATION Tactical Asset Allocation Moderate | NA | 5.98% | 1.76% | 4.08% | 4.43% | 5.65% | NA | … | … |
Data as of 09/30/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THRIFT PLAN OF DELTIC TIMBER CORPORATION Tactical Asset Allocation Moderate | 12/31/2000 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 5.98 | 1.76 | 4.08 | 4.43 | 5.65 | NA | … | … | 12.14 | 11.75 | -5.77 | 7.62 | 4.51 | -4.56 | 0.22 | 15.93 | 4.86 | 2.96 | 3.87 | 15.50 | 3.71 | 7.74 | 12.98 | 2.38 | 12.17 | 23.37 | 3.47 | 6.95 |
| Sharpe Ratio | NA | 1.30 | 0.62 | 0.72 | 0.65 | NA | NA | … | … | 1.17 | 2.74 | -1.01 | 1.00 | 0.85 | -0.78 | 0.03 | 2.19 | 0.81 | 0.35 | 0.34 | 1.89 | 0.47 | 0.49 | 1.28 | 0.04 | 1.58 | 3.76 | 0.45 | 0.96 |
| Standard Deviation(%) | NA | 9.99 | 7.44 | 6.96 | 6.86 | NA | NA | … | … | 10.20 | 3.78 | 7.03 | 7.03 | 5.08 | 5.87 | 6.31 | 7.27 | 5.93 | 8.28 | 11.15 | 8.16 | 5.93 | 9.74 | 7.61 | 5.60 | 7.08 | 6.03 | 5.23 | 4.82 |
| Draw Down(%) | NA | 13.78 | 13.78 | 13.78 | 13.78 | NA | NA | … | … | 13.78 | 2.08 | 10.24 | 5.75 | 4.17 | 7.81 | 5.49 | 5.84 | 5.55 | 7.35 | 10.70 | 4.51 | 5.26 | 7.55 | 7.76 | 4.80 | 6.45 | 2.93 | 5.41 | 3.84 |
| Yield(%) | NA | 6.35 | 3.97 | 3.55 | 3.86 | NA | NA | … | … | 5.26 | 4.86 | 1.95 | 0.08 | 4.47 | 2.68 | 4.95 | 6.84 | 4.08 | 1.98 | 3.94 | 3.41 | 4.38 | 7.43 | 3.20 | 4.27 | 2.56 | 5.08 | 4.33 | 5.94 |
Data as of 09/30/2020, 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 |
|---|---|---|---|---|
| THRIFT PLAN OF DELTIC TIMBER CORPORATION Tactical Asset Allocation Moderate |
-0.01%
Dec 2013 – Dec 2016 |
0.27%
Dec 2013 – Dec 2018 |
2.81%
Mar 2010 – Mar 2020 |
4.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THRIFT PLAN OF DELTIC TIMBER CORPORATION Tactical Asset Allocation Moderate |
14.64%
Apr 2003 – Apr 2006 |
12.55%
Jun 2002 – Jun 2007 |
9.61%
Apr 2001 – Apr 2011 |
7.86%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart