Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 31.57% | 11.73% | 11.50% | 8.04% | 8.34% | 7.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING 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 (%) | -0.82 | 31.57 | 11.73 | 11.50 | 8.04 | 8.34 | 7.75 | … | … | 0.43 | 18.11 | 23.16 | -6.05 | 8.10 | 12.31 | 15.80 | -4.50 | 11.60 | 7.72 | -1.70 | 4.08 | 11.49 | 12.89 | -1.62 | 12.07 | 28.31 | -25.57 | 8.31 | 14.20 | 11.41 | 13.28 | 24.47 | -7.06 | -1.17 |
| Sharpe Ratio | NA | 1.74 | 0.78 | 0.73 | 0.66 | NA | NA | … | … | 0.06 | 1.60 | 2.60 | -0.62 | 0.99 | 0.66 | 2.11 | -0.64 | 2.38 | 0.83 | -0.20 | 0.63 | 1.56 | 1.56 | -0.12 | 0.98 | 1.46 | -1.11 | 0.50 | 1.29 | 1.45 | 1.72 | 2.89 | -0.75 | -0.33 |
| Standard Deviation(%) | NA | 7.16 | 9.12 | 11.38 | 9.76 | NA | NA | … | … | 5.89 | 7.21 | 7.27 | 12.01 | 8.20 | 18.17 | 6.83 | 9.04 | 4.61 | 9.05 | 8.64 | 6.44 | 7.37 | 8.22 | 14.24 | 12.21 | 19.33 | 23.80 | 10.56 | 8.50 | 6.35 | 7.18 | 8.24 | 10.92 | 10.45 |
| Draw Down(%) | NA | 4.23 | 14.48 | 21.94 | 21.94 | NA | NA | … | … | 0.36 | 4.23 | 4.65 | 14.48 | 4.25 | 21.94 | 3.40 | 11.12 | 1.78 | 7.23 | 9.69 | 5.50 | 6.94 | 7.12 | 13.78 | 9.12 | 17.03 | 36.90 | 7.51 | 10.00 | 4.34 | 7.08 | 7.28 | 17.57 | 16.04 |
| Yield(%) | NA | 14.62 | 10.44 | 7.28 | 5.11 | NA | NA | … | … | NA | 4.49 | 13.59 | 8.29 | 4.33 | 2.10 | 3.07 | 4.46 | 0.58 | 3.90 | 3.04 | 3.04 | 2.22 | 3.06 | 2.56 | 1.81 | 2.16 | 3.22 | 6.61 | 6.97 | 4.10 | 4.77 | 2.18 | 1.59 | 2.53 |
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 |
|---|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation – O |
-7.82%
Feb 2006 – Feb 2009 |
-0.25%
Feb 2004 – Feb 2009 |
4.48%
Feb 2006 – Feb 2016 |
4.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation – O |
19.84%
Feb 2009 – Feb 2012 |
15.47%
Sep 2002 – Sep 2007 |
9.79%
Feb 2009 – Feb 2019 |
9.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart