Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Steel-Craft Corp of Hartford Wisconsin Retirement Plan Tactical Asset Allocation Moderate | NA | 17.04% | 0.84% | 2.75% | 3.27% | 4.66% | 5.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Steel-Craft Corp of Hartford Wisconsin Retirement 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 (%) | -1.36 | 17.04 | 0.84 | 2.75 | 3.27 | 4.66 | 5.71 | … | … | 0.66 | 2.68 | 9.10 | -12.16 | 10.99 | 0.67 | 10.92 | -0.99 | 7.07 | 1.95 | -2.16 | 4.85 | 17.46 | 9.47 | -1.22 | 6.09 | 15.30 | -4.06 | 12.15 | 13.83 | 6.82 | 9.64 | 20.42 | 3.96 | 6.00 |
| Sharpe Ratio | NA | -0.25 | -0.45 | -0.04 | 0.12 | NA | NA | … | … | 0.07 | -0.38 | 0.65 | -1.52 | 1.17 | 0.03 | 2.53 | -0.32 | 1.17 | 0.36 | -0.42 | 0.73 | 2.41 | 1.69 | -0.12 | 0.59 | 1.94 | -1.12 | 1.03 | 1.48 | 0.88 | 1.32 | 3.21 | 0.62 | 0.81 |
| Standard Deviation(%) | NA | 10.13 | 8.94 | 10.44 | 8.31 | NA | NA | … | … | 8.73 | 10.18 | 7.48 | 8.92 | 9.39 | 14.71 | 3.77 | 7.20 | 5.51 | 4.79 | 5.16 | 6.61 | 7.24 | 5.59 | 10.35 | 10.19 | 7.83 | 4.44 | 8.92 | 7.13 | 5.28 | 6.61 | 6.15 | 4.61 | 4.58 |
| Draw Down(%) | NA | 8.93 | 14.55 | 20.26 | 20.26 | NA | NA | … | … | 0.67 | 8.93 | 6.20 | 15.08 | 4.42 | 20.26 | 2.18 | 7.98 | 3.66 | 4.22 | 5.01 | 5.65 | 5.06 | 4.85 | 11.31 | 9.07 | 3.85 | 6.05 | 7.08 | 8.56 | 4.07 | 6.56 | 3.63 | 4.95 | 4.08 |
| Yield(%) | NA | 4.09 | 4.94 | 4.48 | 4.17 | NA | NA | … | … | NA | 0.79 | 3.83 | 3.69 | 6.86 | 4.17 | 3.65 | 4.15 | 0.31 | 1.99 | 4.16 | 8.48 | 2.68 | 4.57 | 2.55 | 3.86 | 4.19 | 2.77 | 6.70 | 6.58 | 3.28 | 3.52 | 3.83 | 6.13 | 7.02 |
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 |
|---|---|---|---|---|
| Steel-Craft Corp of Hartford Wisconsin Retirement Plan Tactical Asset Allocation Moderate |
-1.29%
Oct 2017 – Oct 2020 |
0.52%
Mar 2015 – Mar 2020 |
2.17%
Oct 2013 – Oct 2023 |
3.94%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Steel-Craft Corp of Hartford Wisconsin Retirement Plan Tactical Asset Allocation Moderate |
13.77%
Apr 2003 – Apr 2006 |
13.30%
Oct 2002 – Oct 2007 |
9.41%
Apr 2001 – Apr 2011 |
7.99%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart