Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.15% | 3.25% | 7.80% | 6.87% | 8.04% | 7.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN 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 (%) | -1.05 | 25.15 | 3.25 | 7.80 | 6.87 | 8.04 | 7.46 | … | … | 0.27 | 9.75 | 12.53 | -12.98 | 7.09 | 20.23 | 21.35 | -5.67 | 11.99 | 7.28 | -0.09 | 6.08 | 15.19 | 14.22 | -1.24 | 14.26 | 27.04 | -23.38 | 9.54 | 13.81 | 7.71 | 13.15 | 22.03 | -8.52 | -0.04 |
| Sharpe Ratio | NA | 0.52 | -0.12 | 0.34 | 0.50 | NA | NA | … | … | 0.02 | 0.38 | 0.94 | -1.06 | 0.81 | 1.08 | 3.02 | -0.75 | 2.81 | 0.89 | -0.01 | 0.92 | 2.11 | 1.89 | -0.09 | 1.17 | 1.56 | -1.09 | 0.71 | 1.44 | 0.83 | 1.61 | 2.44 | -0.79 | -0.22 |
| Standard Deviation(%) | NA | 8.27 | 10.52 | 12.24 | 10.15 | NA | NA | … | … | 9.44 | 8.31 | 8.77 | 13.61 | 8.71 | 18.44 | 6.61 | 9.27 | 4.05 | 7.96 | 8.55 | 6.56 | 7.17 | 7.51 | 14.42 | 12.08 | 17.24 | 22.23 | 9.17 | 7.34 | 6.70 | 7.59 | 8.76 | 12.12 | 10.63 |
| Draw Down(%) | NA | 4.96 | 19.35 | 21.04 | 21.04 | NA | NA | … | … | 0.83 | 4.96 | 8.44 | 19.65 | 4.84 | 21.04 | 2.95 | 12.60 | 1.69 | 5.92 | 8.39 | 4.92 | 6.19 | 5.63 | 14.81 | 9.13 | 17.34 | 33.79 | 5.68 | 7.40 | 4.23 | 6.47 | 7.96 | 18.20 | 14.63 |
| Yield(%) | NA | 3.47 | 3.02 | 2.77 | 2.48 | NA | NA | … | … | NA | 1.11 | 3.03 | 2.21 | 2.90 | 2.30 | 2.84 | 2.22 | 0.62 | 2.86 | 2.89 | 2.34 | 2.80 | 4.29 | 2.60 | 4.11 | 4.44 | 4.58 | 4.25 | 3.85 | 3.34 | 3.34 | 3.38 | 3.74 | 5.44 |
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 |
|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Strategic Asset Allocation – |
-6.36%
Feb 2006 – Feb 2009 |
0.05%
Feb 2004 – Feb 2009 |
5.27%
Oct 2013 – Oct 2023 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Strategic Asset Allocation – |
19.87%
Feb 2009 – Feb 2012 |
16.65%
Feb 2009 – Feb 2014 |
10.57%
Feb 2009 – Feb 2019 |
9.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart