Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMI Aerospace, Inc. Profit-Sharing and Savings Plan Tactical Asset Allocation Moderate | NA | 21.06% | -0.10% | 5.64% | 4.80% | 5.29% | 6.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMI Aerospace, Inc. Profit-Sharing and Savings 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 (%) | -0.85 | 21.06 | -0.10 | 5.64 | 4.80 | 5.29 | 6.24 | … | … | 0.54 | 5.98 | 12.47 | -17.14 | 10.14 | 17.04 | 7.42 | -1.27 | 12.52 | 5.81 | -3.13 | 1.43 | 12.83 | 2.77 | 2.69 | 8.53 | 13.54 | 2.53 | 10.15 | 13.93 | 4.19 | 10.90 | 20.91 | 7.29 | 6.88 |
| Sharpe Ratio | NA | 0.14 | -0.30 | 0.24 | 0.36 | NA | NA | … | … | 0.08 | -0.07 | 0.89 | -1.22 | 1.13 | 2.06 | 1.47 | -0.40 | 2.46 | 1.09 | -0.63 | 0.23 | 1.78 | 0.49 | 0.31 | 0.79 | 1.58 | 0.32 | 0.69 | 1.36 | 0.34 | 1.18 | 2.99 | 1.52 | 0.95 |
| Standard Deviation(%) | NA | 8.70 | 11.39 | 10.38 | 8.20 | NA | NA | … | … | 6.29 | 8.81 | 9.19 | 15.13 | 8.96 | 8.15 | 4.09 | 6.50 | 4.84 | 5.14 | 5.06 | 6.04 | 7.19 | 5.59 | 8.49 | 10.66 | 8.50 | 5.04 | 10.36 | 7.81 | 5.97 | 8.42 | 6.76 | 4.06 | 4.79 |
| Draw Down(%) | NA | 5.46 | 21.27 | 24.23 | 24.23 | NA | NA | … | … | 0.44 | 5.46 | 9.53 | 22.62 | 4.88 | 9.31 | 3.15 | 6.37 | 1.76 | 4.04 | 6.39 | 6.37 | 5.80 | 5.14 | 7.09 | 9.39 | 4.71 | 4.03 | 7.38 | 8.00 | 4.01 | 7.68 | 3.58 | 3.07 | 3.44 |
| Yield(%) | NA | 3.12 | 3.51 | 2.88 | 2.19 | NA | NA | … | … | NA | 0.36 | 3.13 | 3.64 | 3.23 | 1.85 | 2.66 | 1.44 | 0.20 | 1.49 | 1.91 | 2.09 | 1.04 | 3.13 | 2.64 | 2.43 | 4.31 | 4.26 | 2.77 | 2.94 | 3.20 | 2.82 | 4.18 | 5.36 | 6.31 |
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 |
|---|---|---|---|---|
| LMI Aerospace, Inc. Profit-Sharing and Savings Plan Tactical Asset Allocation Moderate |
-0.65%
Apr 2021 – Apr 2024 |
1.70%
Sep 2017 – Sep 2022 |
3.05%
Oct 2013 – Oct 2023 |
4.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMI Aerospace, Inc. Profit-Sharing and Savings Plan Tactical Asset Allocation Moderate |
14.10%
Apr 2003 – Apr 2006 |
13.06%
Oct 2002 – Oct 2007 |
10.34%
Apr 2001 – Apr 2011 |
7.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart