Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Tactical Asset Allocation Moderate | NA | 19.66% | 2.07% | 5.25% | 3.92% | 4.89% | 5.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAKOTA GASIFICATION COMPANY 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 (%) | -0.83 | 19.66 | 2.07 | 5.25 | 3.92 | 4.89 | 5.42 | … | … | 0.30 | 8.72 | 8.06 | -10.67 | 10.38 | 7.73 | 5.61 | -4.17 | 13.57 | 3.06 | -1.38 | 2.37 | 14.63 | 5.82 | -0.94 | 8.48 | 18.52 | -1.76 | 6.93 | 9.40 | 2.87 | 6.57 | 4.05 | 5.09 | 7.65 |
| Sharpe Ratio | NA | 0.44 | -0.32 | 0.28 | 0.37 | NA | NA | … | … | 0.04 | 0.30 | 0.60 | -2.10 | 1.37 | 0.82 | 1.09 | -0.76 | 3.61 | 0.76 | -0.29 | 0.42 | 2.34 | 1.11 | -0.13 | 0.98 | 2.67 | -0.76 | 0.51 | 1.06 | 0.15 | 2.10 | 1.52 | 1.45 | 1.67 |
| Standard Deviation(%) | NA | 7.02 | 6.42 | 7.27 | 6.17 | NA | NA | … | … | 6.05 | 7.07 | 6.31 | 5.74 | 7.54 | 9.13 | 3.85 | 7.24 | 3.59 | 3.76 | 4.91 | 5.64 | 6.25 | 5.20 | 7.25 | 8.58 | 6.89 | 3.55 | 7.80 | 5.77 | 4.83 | 2.68 | 2.21 | 2.74 | 3.20 |
| Draw Down(%) | NA | 4.05 | 13.77 | 14.61 | 14.61 | NA | NA | … | … | 0.45 | 3.96 | 6.26 | 11.98 | 3.45 | 12.85 | 2.88 | 9.01 | 1.06 | 2.72 | 4.29 | 4.97 | 4.83 | 4.70 | 8.56 | 7.44 | 3.23 | 4.66 | 4.67 | 5.41 | 3.47 | 2.03 | 1.53 | 1.86 | 1.89 |
| Yield(%) | NA | 3.10 | 5.12 | 3.99 | 3.36 | NA | NA | … | … | NA | 1.03 | 3.00 | 2.36 | 9.80 | 2.39 | 2.95 | 3.66 | 2.09 | 2.38 | 3.02 | 2.03 | 2.09 | 2.56 | 2.52 | 3.18 | 3.95 | 3.99 | 3.13 | 3.13 | 2.51 | 4.00 | 3.98 | 5.35 | 6.54 |
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 |
|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Tactical Asset Allocation Moderate |
0.24%
Apr 2017 – Apr 2020 |
0.86%
Feb 2018 – Feb 2023 |
2.57%
Oct 2013 – Oct 2023 |
4.17%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Tactical Asset Allocation Moderate |
9.92%
Apr 2008 – Apr 2011 |
9.09%
Dec 2008 – Dec 2013 |
7.33%
Jun 2004 – Jun 2014 |
6.18%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart