Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K PLAN Tactical Asset Allocation Moderate | NA | 19.97% | 0.75% | 4.15% | 3.44% | 4.25% | 5.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K 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 (%) | -1.45 | 19.97 | 0.75 | 4.15 | 3.44 | 4.25 | 5.93 | … | … | 0.75 | 6.74 | 8.99 | -13.07 | 4.13 | 14.14 | 1.90 | -5.51 | 13.64 | 8.87 | -4.17 | 0.33 | 15.52 | 7.16 | -2.82 | 6.00 | 25.43 | -2.61 | 11.67 | 13.37 | 7.13 | 13.18 | 17.30 | 8.02 | 7.06 |
| Sharpe Ratio | NA | 0.19 | -0.32 | 0.14 | 0.20 | NA | NA | … | … | 0.07 | 0.02 | 0.65 | -1.50 | 0.42 | 1.40 | 0.09 | -1.00 | 2.81 | 0.74 | -0.80 | 0.05 | 2.34 | 1.30 | -0.26 | 0.53 | 2.76 | -0.60 | 0.67 | 1.01 | 0.89 | 1.72 | 2.96 | 1.83 | 1.05 |
| Standard Deviation(%) | NA | 10.15 | 9.15 | 9.43 | 8.40 | NA | NA | … | … | 10.46 | 10.18 | 7.34 | 9.63 | 9.71 | 9.92 | 5.41 | 6.81 | 4.63 | 11.64 | 5.26 | 6.55 | 6.63 | 5.48 | 11.14 | 11.12 | 9.19 | 5.90 | 13.00 | 10.04 | 5.54 | 7.13 | 5.61 | 3.77 | 4.52 |
| Draw Down(%) | NA | 7.27 | 15.64 | 18.49 | 18.49 | NA | NA | … | … | 0.89 | 7.27 | 6.47 | 13.55 | 5.84 | 10.67 | 4.55 | 11.69 | 2.32 | 7.77 | 6.24 | 5.98 | 4.95 | 4.43 | 11.99 | 9.73 | 4.46 | 6.91 | 10.68 | 14.10 | 3.92 | 6.63 | 3.23 | 2.20 | 3.42 |
| Yield(%) | NA | 4.04 | 4.69 | 5.10 | 4.60 | NA | NA | … | … | NA | 0.96 | 3.70 | 1.90 | 7.75 | 8.99 | 2.80 | 2.20 | 0.44 | 8.09 | 4.84 | 4.72 | 7.96 | 4.36 | 2.54 | 3.38 | 5.31 | 3.29 | 3.60 | 2.44 | 4.77 | 3.48 | 3.29 | 6.99 | 8.01 |
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 |
|---|---|---|---|---|
| SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K PLAN Tactical Asset Allocation Moderate |
-1.35%
Apr 2021 – Apr 2024 |
-1.06%
Feb 2018 – Feb 2023 |
1.92%
Oct 2013 – Oct 2023 |
3.69%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHIFF HARDIN LLP INCENTIVE SAVINGS 401K PLAN Tactical Asset Allocation Moderate |
16.14%
Oct 2004 – Oct 2007 |
14.80%
Oct 2002 – Oct 2007 |
10.73%
Apr 2001 – Apr 2011 |
8.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart