Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.06% | 3.28% | 6.99% | 7.01% | 8.91% | 9.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOWNE 401K SAVINGS 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 (%) | -0.53 | 21.06 | 3.28 | 6.99 | 7.01 | 8.91 | 9.21 | … | … | 19.02 | -10.11 | 13.78 | -11.16 | 11.53 | 8.89 | 17.63 | -1.99 | 14.41 | 10.23 | -1.41 | 9.09 | 19.65 | 12.73 | 0.75 | 19.66 | 22.28 | -2.22 | 9.02 | 13.68 | 7.26 | 12.67 | 20.29 | -3.03 | -5.01 |
| Sharpe Ratio | NA | 0.02 | -0.03 | 0.13 | 0.28 | NA | NA | … | … | 0.16 | -0.41 | 1.10 | -0.85 | 1.21 | 0.43 | 2.17 | -0.32 | 2.63 | 1.10 | -0.17 | 1.15 | 2.66 | 1.36 | 0.04 | 1.59 | 2.38 | -0.87 | 0.59 | 1.28 | 0.77 | 1.70 | 2.99 | -1.11 | -1.16 |
| Standard Deviation(%) | NA | 44.07 | 27.32 | 23.35 | 17.52 | NA | NA | … | … | 116.94 | 40.81 | 8.69 | 14.79 | 9.49 | 20.03 | 7.48 | 10.32 | 5.23 | 9.07 | 8.68 | 7.87 | 7.37 | 9.30 | 16.28 | 12.29 | 9.31 | 3.59 | 10.26 | 8.11 | 6.57 | 6.92 | 6.55 | 3.72 | 6.32 |
| Draw Down(%) | NA | 22.87 | 22.87 | 24.18 | 24.18 | NA | NA | … | … | 0.22 | 22.87 | 7.20 | 15.49 | 5.47 | 24.18 | 3.29 | 13.05 | 2.01 | 7.34 | 8.68 | 5.24 | 4.42 | 7.15 | 15.20 | 8.50 | 4.56 | 4.61 | 7.32 | 8.82 | 5.08 | 6.64 | 3.10 | 5.43 | 9.49 |
| Yield(%) | NA | 4.50 | 4.54 | 4.17 | 4.22 | NA | NA | … | … | NA | 1.42 | 4.18 | 4.26 | 4.09 | 2.15 | 6.06 | 6.36 | 2.35 | 3.36 | 5.61 | 3.61 | 4.35 | 2.39 | 4.25 | 3.21 | 3.73 | 4.09 | 6.12 | 5.88 | 3.47 | 3.10 | 1.93 | 1.29 | 1.16 |
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 |
|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
-3.14%
Dec 2021 – Dec 2024 |
1.99%
Dec 2019 – Dec 2024 |
4.69%
Dec 2014 – Dec 2024 |
7.12%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
16.46%
Mar 2009 – Mar 2012 |
15.01%
Feb 2009 – Feb 2014 |
11.96%
Apr 2003 – Apr 2013 |
11.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart