Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| A H Belo Savings Plan Tactical Asset Allocation Moderate | NA | 19.25% | 3.34% | 6.51% | 4.78% | 5.18% | 5.50% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A H Belo 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 (%) | -0.64 | 19.25 | 3.34 | 6.51 | 4.78 | 5.18 | 5.50 | … | … | 0.53 | 8.60 | 13.18 | -10.07 | 7.11 | 13.11 | 8.84 | -4.61 | 8.01 | 5.66 | -1.29 | 0.94 | 16.05 | 1.17 | 3.18 | 5.95 | 15.91 | -9.68 | 9.78 | 14.02 | 3.47 | 8.55 | 18.00 | 1.59 | 6.86 |
| Sharpe Ratio | NA | 0.40 | -0.03 | 0.39 | 0.40 | NA | NA | … | … | 0.07 | 0.26 | 1.21 | -0.89 | 0.81 | 1.57 | 1.94 | -0.83 | 1.51 | 1.27 | -0.27 | 0.15 | 2.31 | 0.18 | 0.37 | 0.59 | 2.13 | -2.68 | 0.75 | 1.49 | 0.21 | 0.97 | 3.44 | 0.12 | 1.41 |
| Standard Deviation(%) | NA | 7.59 | 9.63 | 9.18 | 7.44 | NA | NA | … | … | 6.52 | 7.63 | 7.36 | 12.87 | 8.70 | 8.22 | 3.84 | 7.12 | 4.88 | 4.30 | 4.97 | 6.07 | 6.92 | 6.10 | 8.45 | 10.02 | 7.41 | 3.96 | 9.08 | 7.22 | 6.15 | 7.82 | 5.03 | 4.00 | 3.22 |
| Draw Down(%) | NA | 4.82 | 16.22 | 17.92 | 17.92 | NA | NA | … | … | 0.45 | 4.82 | 7.01 | 16.45 | 4.50 | 9.64 | 3.61 | 9.72 | 2.94 | 3.54 | 5.44 | 5.96 | 4.04 | 7.42 | 7.27 | 9.50 | 3.67 | 10.39 | 6.32 | 8.34 | 4.70 | 6.88 | 2.99 | 5.04 | 1.92 |
| Yield(%) | NA | 2.75 | 2.04 | 2.27 | 2.24 | NA | NA | … | … | NA | 0.67 | 3.02 | 1.38 | 1.17 | 3.16 | 2.35 | 2.35 | 0.13 | 2.80 | 2.34 | 4.41 | 3.49 | 2.96 | 1.75 | 2.74 | 2.63 | 2.14 | 4.39 | 6.39 | 3.35 | 1.93 | 3.96 | 2.59 | 5.03 |
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 |
|---|---|---|---|---|
| A H Belo Savings Plan Tactical Asset Allocation Moderate |
0.71%
Mar 2017 – Mar 2020 |
1.07%
Sep 2017 – Sep 2022 |
3.20%
Oct 2013 – Oct 2023 |
3.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A H Belo Savings Plan Tactical Asset Allocation Moderate |
11.84%
Apr 2003 – Apr 2006 |
11.61%
Oct 2002 – Oct 2007 |
7.64%
Apr 2001 – Apr 2011 |
6.67%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart