Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAS RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.48% | 0.07% | 4.52% | 3.40% | 4.16% | 5.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAS RETIREMENT 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 (%) | -1.08 | 19.48 | 0.07 | 4.52 | 3.40 | 4.16 | 5.32 | … | … | 0.54 | 8.23 | 6.65 | -16.28 | 12.63 | 11.53 | 5.67 | -4.75 | 9.91 | 4.70 | -2.58 | -1.51 | 15.89 | 6.29 | 0.95 | 3.57 | 14.16 | 2.00 | 10.09 | 12.71 | 3.82 | 12.69 | 18.71 | 9.38 | 8.02 |
| Sharpe Ratio | NA | 0.35 | -0.49 | 0.18 | 0.22 | NA | NA | … | … | 0.07 | 0.18 | 0.33 | -1.66 | 1.48 | 1.35 | 1.00 | -0.85 | 1.79 | 1.00 | -0.50 | -0.25 | 2.23 | 1.10 | 0.10 | 0.32 | 1.66 | 0.20 | 0.78 | 1.26 | 0.28 | 1.66 | 3.34 | 1.91 | 1.11 |
| Standard Deviation(%) | NA | 9.06 | 9.10 | 8.86 | 7.32 | NA | NA | … | … | 7.04 | 9.13 | 7.23 | 10.61 | 8.50 | 8.36 | 4.28 | 7.11 | 5.19 | 4.51 | 5.25 | 5.99 | 7.11 | 5.67 | 9.48 | 10.95 | 8.48 | 5.53 | 9.12 | 7.49 | 5.98 | 7.09 | 5.39 | 4.32 | 5.14 |
| Draw Down(%) | NA | 6.15 | 20.20 | 21.37 | 21.37 | NA | NA | … | … | 0.41 | 6.15 | 6.61 | 17.18 | 4.44 | 9.26 | 3.41 | 10.10 | 4.63 | 3.17 | 4.62 | 5.61 | 5.25 | 4.51 | 10.09 | 10.83 | 4.40 | 4.15 | 6.55 | 8.67 | 4.24 | 6.15 | 3.24 | 2.31 | 3.85 |
| Yield(%) | NA | 4.62 | 6.32 | 5.13 | 3.89 | NA | NA | … | … | NA | 0.77 | 4.39 | 3.17 | 10.71 | 4.47 | 2.91 | 3.41 | 0.26 | 3.14 | 2.98 | 3.02 | 2.52 | 4.40 | 2.41 | 4.47 | 5.15 | 4.09 | 4.05 | 4.69 | 2.60 | 3.49 | 3.51 | 6.97 | 8.13 |
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 |
|---|---|---|---|---|
| SAS RETIREMENT PLAN Tactical Asset Allocation Moderate |
-1.13%
Dec 2021 – Dec 2024 |
0.38%
Feb 2018 – Feb 2023 |
1.64%
Oct 2013 – Oct 2023 |
3.40%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAS RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.53%
Dec 2001 – Dec 2004 |
12.45%
Oct 2002 – Oct 2007 |
10.08%
Apr 2001 – Apr 2011 |
7.66%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart