Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Strategic Asset Allocation – Optimal Moderate | NA | 22.87% | 2.82% | 5.72% | 4.69% | 6.55% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust 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 (%) | -1.03 | 22.87 | 2.82 | 5.72 | 4.69 | 6.55 | 7.08 | … | … | 0.25 | 1.94 | 11.04 | -13.31 | 8.66 | 12.64 | 16.95 | -5.71 | 3.65 | 6.20 | 1.44 | 5.55 | 15.57 | 13.24 | -1.62 | 15.54 | 25.24 | -17.71 | 16.58 | 16.40 | 4.57 | 17.58 | 23.19 | -3.81 | 5.68 |
| Sharpe Ratio | NA | -0.35 | -0.36 | 0.10 | 0.22 | NA | NA | … | … | 0.02 | -0.51 | 0.73 | -1.04 | 0.83 | 0.70 | 1.88 | -0.66 | 0.45 | 0.71 | 0.17 | 0.65 | 2.17 | 1.72 | -0.10 | 1.22 | 1.26 | -0.78 | 1.08 | 1.60 | 0.36 | 1.98 | 2.85 | -0.54 | 0.36 |
| Standard Deviation(%) | NA | 9.14 | 11.09 | 12.60 | 10.78 | NA | NA | … | … | 10.88 | 9.20 | 9.23 | 14.08 | 10.40 | 17.75 | 8.28 | 10.59 | 6.77 | 8.48 | 8.44 | 8.54 | 7.15 | 7.67 | 15.79 | 12.65 | 19.90 | 23.84 | 12.58 | 8.22 | 6.65 | 8.39 | 7.89 | 9.16 | 9.31 |
| Draw Down(%) | NA | 9.47 | 20.52 | 21.76 | 21.76 | NA | NA | … | … | 1.00 | 9.47 | 9.67 | 21.59 | 6.17 | 21.76 | 5.18 | 12.68 | 7.00 | 7.79 | 7.58 | 4.74 | 6.41 | 5.78 | 16.51 | 10.30 | 20.67 | 34.36 | 8.54 | 9.42 | 5.65 | 7.12 | 7.45 | 15.95 | 9.85 |
| Yield(%) | NA | 5.65 | 8.26 | 7.23 | 6.49 | NA | NA | … | … | NA | 0.76 | 5.65 | 5.50 | 13.22 | 6.12 | 5.51 | 6.14 | 0.37 | 5.47 | 7.43 | 9.43 | 4.68 | 4.47 | 2.73 | 4.22 | 4.20 | 7.31 | 14.91 | 6.05 | 4.50 | 5.99 | 4.80 | 3.86 | 7.09 |
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 |
|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Strategic Asset Allocation – Optimal Moderate |
-2.67%
Feb 2006 – Feb 2009 |
0.31%
Sep 2017 – Sep 2022 |
3.27%
Oct 2013 – Oct 2023 |
4.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Strategic Asset Allocation – Optimal Moderate |
20.67%
Feb 2009 – Feb 2012 |
17.13%
Feb 2009 – Feb 2014 |
11.50%
Mar 2003 – Mar 2013 |
9.77%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart