Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schottenstein Stores Corp Retire Plan Tactical Asset Allocation Moderate | NA | 30.12% | 9.60% | 10.44% | 6.85% | 7.31% | 7.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schottenstein Stores Corp Retire 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 (%) | 0.05 | 30.12 | 9.60 | 10.44 | 6.85 | 7.31 | 7.43 | … | … | 0.62 | 18.04 | 23.78 | -7.75 | 2.39 | 16.84 | 11.70 | -2.61 | 7.67 | 1.69 | 0.07 | -0.03 | 17.33 | 8.96 | 2.34 | 9.34 | 16.14 | -3.33 | 9.97 | 12.15 | 5.69 | 7.11 | 16.53 | 0.75 | 6.60 |
| Sharpe Ratio | NA | 2.10 | 0.81 | 0.82 | 0.68 | NA | NA | … | … | 0.18 | 1.86 | 2.82 | -0.71 | 0.24 | 1.92 | 2.12 | -0.56 | 1.29 | 0.37 | 0.01 | -0.01 | 2.37 | 1.68 | 0.32 | 0.82 | 2.02 | -1.05 | 0.73 | 1.17 | 0.57 | 0.75 | 2.77 | -0.08 | 1.06 |
| Standard Deviation(%) | NA | 6.05 | 9.15 | 9.24 | 7.56 | NA | NA | … | … | 3.16 | 6.15 | 6.93 | 12.90 | 9.97 | 8.65 | 4.86 | 7.05 | 5.48 | 4.06 | 4.88 | 5.94 | 7.30 | 5.29 | 7.18 | 11.26 | 7.93 | 4.03 | 9.53 | 7.57 | 6.19 | 8.16 | 5.71 | 4.53 | 4.05 |
| Draw Down(%) | NA | 4.66 | 14.47 | 20.15 | 20.15 | NA | NA | … | … | 0.12 | 4.66 | 3.53 | 15.91 | 7.83 | 9.56 | 3.48 | 7.94 | 5.45 | 4.28 | 4.49 | 5.28 | 5.11 | 4.39 | 5.98 | 9.44 | 4.34 | 6.40 | 6.57 | 9.20 | 4.74 | 6.89 | 3.37 | 5.74 | 2.79 |
| Yield(%) | NA | 19.35 | 12.87 | 9.75 | 6.20 | NA | NA | … | … | NA | 6.08 | 18.06 | 7.88 | 5.52 | 5.44 | 5.50 | 3.76 | 0.21 | 3.11 | 0.90 | 5.04 | 2.23 | 4.41 | 1.71 | 4.18 | 4.01 | 2.44 | 6.88 | 5.37 | 4.21 | 3.04 | 2.88 | 4.62 | 6.55 |
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 |
|---|---|---|---|---|
| Schottenstein Stores Corp Retire Plan Tactical Asset Allocation Moderate |
0.57%
Dec 2013 – Dec 2016 |
1.30%
Dec 2013 – Dec 2018 |
3.66%
Sep 2012 – Sep 2022 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schottenstein Stores Corp Retire Plan Tactical Asset Allocation Moderate |
12.19%
Nov 2021 – Nov 2024 |
11.21%
Nov 2019 – Nov 2024 |
8.88%
Jul 2003 – Jul 2013 |
7.71%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart