Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| World Fuel Services Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 3.95% | 5.18% | 6.62% | 4.93% | 5.87% | 6.26% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| World Fuel Services Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.27 | 3.95 | 5.18 | 6.62 | 4.93 | 5.87 | 6.26 | … | … | 3.21 | 14.92 | -14.39 | 14.06 | 23.06 | 13.71 | -3.71 | 11.56 | 1.25 | -0.20 | 2.78 | 16.22 | 7.88 | -3.65 | 5.00 | 17.94 | -5.07 | 12.52 | 11.37 | 6.66 | 8.23 | 24.53 | -1.81 | -0.80 |
| Sharpe Ratio | NA | 0.99 | 0.27 | 0.69 | 0.47 | NA | NA | … | … | 0.29 | 1.01 | -1.40 | 0.97 | 1.58 | 1.38 | -0.42 | 1.52 | 0.12 | -0.02 | 0.24 | 2.43 | 1.28 | -0.35 | 0.45 | 2.38 | -1.76 | 0.91 | 1.09 | 0.74 | 1.00 | 4.33 | -1.03 | -1.03 |
| Standard Deviation(%) | NA | 10.71 | 12.06 | 12.22 | 11.18 | NA | NA | … | … | 10.09 | 10.56 | 11.28 | 14.52 | 14.48 | 8.94 | 11.93 | 7.21 | 8.71 | 10.44 | 11.35 | 6.66 | 6.11 | 10.49 | 10.89 | 7.52 | 3.40 | 10.45 | 7.44 | 6.08 | 7.31 | 5.51 | 2.84 | 3.02 |
| Draw Down(%) | NA | 10.96 | 19.94 | 19.94 | 19.94 | NA | NA | … | … | 1.80 | 10.96 | 17.79 | 9.10 | 9.71 | 5.22 | 12.64 | 5.32 | 7.77 | 8.64 | 9.60 | 4.14 | 5.32 | 10.21 | 10.24 | 4.04 | 5.42 | 7.45 | 8.87 | 3.89 | 6.77 | 2.30 | 5.30 | 3.95 |
| Yield(%) | NA | 4.93 | 4.56 | 4.97 | 3.62 | NA | NA | … | … | 0.00 | 5.16 | 1.16 | 7.58 | 6.02 | 5.40 | 1.74 | 0.24 | 2.30 | 2.58 | 4.37 | 3.60 | 1.28 | 1.11 | 1.06 | 2.07 | 0.76 | 4.02 | 4.28 | 1.99 | 1.54 | 2.25 | 1.17 | 2.38 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| World Fuel Services Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
1.27%
Dec 2013 – Dec 2016 |
2.12%
Feb 2014 – Feb 2019 |
4.13%
Apr 2010 – Apr 2020 |
4.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| World Fuel Services Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
16.86%
Dec 2018 – Dec 2021 |
13.53%
Oct 2002 – Oct 2007 |
8.36%
Jan 2003 – Jan 2013 |
7.94%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart