Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | -4.26% | 5.39% | 4.72% | 8.85% | 7.30% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | -4.26 | 5.39 | 4.72 | 8.85 | 7.30 | NA | … | … | -7.08 | 15.91 | 8.29 | -2.97 | 5.30 | 15.27 | 13.14 | -2.64 | 12.58 | 32.74 | -27.34 | 10.34 | 14.49 | 10.02 | 15.94 | 28.58 | -3.02 | -0.44 |
| Sharpe Ratio | NA | -0.94 | 0.57 | 0.39 | 0.80 | NA | NA | … | … | -0.94 | 3.23 | 0.87 | -0.34 | 0.74 | 2.21 | 1.56 | -0.18 | 1.07 | 1.98 | -1.27 | 0.74 | 1.39 | 1.24 | 2.01 | 3.66 | -0.41 | -0.27 |
| Standard Deviation(%) | NA | 8.92 | 7.95 | 7.95 | 10.26 | NA | NA | … | … | 8.92 | 4.73 | 9.32 | 8.69 | 7.17 | 6.88 | 8.39 | 14.49 | 11.65 | 16.53 | 22.34 | 9.94 | 8.07 | 6.31 | 7.47 | 7.62 | 10.08 | 10.11 |
| Draw Down(%) | NA | 14.11 | 14.11 | 14.77 | 17.36 | NA | NA | … | … | 14.11 | 2.04 | 7.76 | 11.62 | 5.64 | 6.43 | 8.30 | 14.93 | 9.65 | 17.36 | 37.66 | 7.30 | 9.76 | 4.99 | 7.46 | 7.36 | 14.93 | 15.75 |
| Yield(%) | NA | 4.31 | 2.50 | 4.29 | 4.38 | NA | NA | … | … | 4.28 | 0.39 | 2.82 | 6.53 | 7.45 | 6.30 | 4.15 | 5.78 | 2.50 | 3.28 | 4.67 | 9.32 | 8.50 | 4.17 | 3.94 | 3.77 | 4.49 | 3.99 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Strategic Asset Allocation |
-7.78%
Feb 2006 – Feb 2009 |
0.01%
Feb 2004 – Feb 2009 |
4.98%
Feb 2006 – Feb 2016 |
6.76%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Strategic Asset Allocation |
21.55%
Mar 2003 – Mar 2006 |
16.99%
Sep 2002 – Sep 2007 |
10.27%
Mar 2003 – Mar 2013 |
9.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart