Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bengal Transportation Services, LLC Strategic Asset Allocation – Optimal Moderate | NA | 17.54% | 0.10% | 4.32% | 4.43% | 6.34% | 6.80% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bengal Transportation Services, LLC 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 (%) | -1.02 | 17.54 | 0.10 | 4.32 | 4.43 | 6.34 | 6.80 | … | … | 0.39 | 5.86 | 7.31 | -12.27 | 2.70 | 15.43 | 17.83 | -6.59 | 12.00 | 7.02 | -2.64 | 1.57 | 12.81 | 15.70 | -2.01 | 17.73 | 33.33 | -23.49 | 10.72 | 14.27 | 13.06 | 15.83 | 30.35 | 3.12 | 0.68 |
| Sharpe Ratio | NA | 0.03 | -0.36 | 0.08 | 0.27 | NA | NA | … | … | 0.05 | -0.10 | 0.38 | -0.97 | 0.30 | 0.86 | 2.49 | -0.82 | 2.45 | 0.85 | -0.33 | 0.22 | 1.72 | 2.09 | -0.14 | 1.51 | 2.03 | -1.13 | 0.77 | 1.33 | 1.81 | 2.03 | 4.45 | 0.25 | -0.20 |
| Standard Deviation(%) | NA | 7.61 | 10.30 | 11.89 | 9.97 | NA | NA | … | … | 7.04 | 7.60 | 8.04 | 14.03 | 8.78 | 17.61 | 6.59 | 9.68 | 4.64 | 8.01 | 8.12 | 7.01 | 7.41 | 7.49 | 14.53 | 11.67 | 16.41 | 21.52 | 10.03 | 8.29 | 6.02 | 7.33 | 6.67 | 7.92 | 8.31 |
| Draw Down(%) | NA | 5.75 | 20.36 | 23.01 | 23.01 | NA | NA | … | … | 0.62 | 5.75 | 7.50 | 20.60 | 6.16 | 21.72 | 3.13 | 13.81 | 1.73 | 6.85 | 9.50 | 6.64 | 7.39 | 6.30 | 14.83 | 9.00 | 16.16 | 35.67 | 7.86 | 10.36 | 4.68 | 7.39 | 6.49 | 12.64 | 13.18 |
| Yield(%) | NA | 4.64 | 4.20 | 4.62 | 4.00 | NA | NA | … | … | NA | 0.59 | 4.70 | 4.60 | 2.93 | 6.57 | 3.52 | 5.95 | 0.29 | 3.03 | 2.97 | 5.27 | 4.92 | 3.46 | 3.24 | 2.18 | 2.43 | 6.26 | 7.55 | 7.97 | 4.41 | 3.39 | 3.57 | 3.54 | 2.80 |
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 |
|---|---|---|---|---|
| Bengal Transportation Services, LLC Strategic Asset Allocation – Optimal Moderate |
-5.63%
Feb 2006 – Feb 2009 |
1.02%
Sep 2017 – Sep 2022 |
3.21%
Oct 2013 – Oct 2023 |
4.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bengal Transportation Services, LLC Strategic Asset Allocation – Optimal Moderate |
22.87%
Mar 2003 – Mar 2006 |
18.42%
Oct 2002 – Oct 2007 |
12.25%
Mar 2003 – Mar 2013 |
9.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart