Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Strategic Asset Allocation – Optimal Moderate | NA | 22.20% | 4.74% | 7.74% | 6.63% | 7.37% | 6.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Strategic Asset Allocation – Optimal 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 (%) | -1.10 | 22.20 | 4.74 | 7.74 | 6.63 | 7.37 | 6.32 | … | … | 0.48 | 9.42 | 12.52 | -8.70 | 8.57 | 12.54 | 18.29 | -2.68 | 14.59 | 1.32 | 0.48 | 4.33 | 17.67 | 11.08 | -2.36 | 8.67 | 24.26 | -28.17 | 9.46 | 9.92 | 9.42 | 9.51 | 23.11 | -10.39 | -5.43 |
| Sharpe Ratio | NA | 0.44 | 0.06 | 0.35 | 0.35 | NA | NA | … | … | 0.08 | 0.37 | 1.06 | -0.78 | 0.98 | 0.67 | 2.54 | -0.13 | 3.23 | 0.13 | 0.05 | 0.60 | 2.74 | 1.42 | -0.15 | 0.62 | 1.36 | -1.24 | 0.66 | 0.85 | 1.14 | 1.16 | 2.31 | -0.93 | -0.77 |
| Standard Deviation(%) | NA | 7.58 | 9.78 | 11.83 | 13.77 | NA | NA | … | … | 5.24 | 7.63 | 7.80 | 12.97 | 8.75 | 18.30 | 6.66 | 31.57 | 4.32 | 8.32 | 8.53 | 7.14 | 6.44 | 7.74 | 15.58 | 13.81 | 17.79 | 23.43 | 9.85 | 7.85 | 6.38 | 7.36 | 9.71 | 12.42 | 9.99 |
| Draw Down(%) | NA | 5.18 | 14.95 | 20.32 | 20.43 | NA | NA | … | … | 0.31 | 5.05 | 6.10 | 15.85 | 4.69 | 20.32 | 3.22 | 20.43 | 1.69 | 8.86 | 8.09 | 5.96 | 3.62 | 6.45 | 14.93 | 11.99 | 16.18 | 36.12 | 6.39 | 9.49 | 4.68 | 6.08 | 9.53 | 18.94 | 15.88 |
| Yield(%) | NA | 4.24 | 3.46 | 2.60 | 2.47 | NA | NA | … | … | NA | 0.61 | 4.42 | 3.70 | 1.32 | 0.50 | 2.60 | 5.77 | 0.32 | 2.21 | 2.81 | 0.52 | 1.94 | 1.39 | 0.75 | 0.67 | 0.43 | 1.23 | 4.88 | 6.80 | 3.45 | 2.49 | 0.67 | 0.49 | 1.55 |
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 |
|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Strategic Asset Allocation – |
-9.11%
Feb 2006 – Feb 2009 |
-1.92%
Feb 2004 – Feb 2009 |
3.65%
Feb 2006 – Feb 2016 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| White Springs Agricultural Chemicals, Inc. Savings and Investment Plan Strategic Asset Allocation – |
17.59%
Mar 2003 – Mar 2006 |
14.49%
Feb 2009 – Feb 2014 |
9.28%
Feb 2009 – Feb 2019 |
8.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart