Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALRO STEEL CORPORATION AND SUBSIDIARIES RETIREMENT/401K PLAN Tactical Asset Allocation Moderate | NA | 35.26% | 13.38% | 15.44% | 10.14% | 10.39% | 10.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALRO STEEL CORPORATION AND SUBSIDIARIES RETIREMENT/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 (%) | -0.90 | 35.26 | 13.38 | 15.44 | 10.14 | 10.39 | 10.94 | … | … | 0.97 | 20.33 | 24.56 | -2.23 | 8.59 | 22.78 | 18.31 | -2.78 | 13.05 | 3.77 | -3.06 | 5.01 | 16.33 | 13.87 | 0.16 | 14.97 | 15.23 | 2.13 | 15.86 | 19.08 | 10.71 | 12.75 | 14.22 | -3.86 | -6.55 |
| Sharpe Ratio | NA | 1.42 | 0.93 | 0.89 | 0.74 | NA | NA | … | … | 0.09 | 1.27 | 2.50 | -0.28 | 0.77 | 1.10 | 2.15 | -0.37 | 2.76 | 0.40 | -0.31 | 0.60 | 2.05 | 1.66 | 0.01 | 1.22 | 1.52 | 2.87 | 1.22 | 1.76 | 1.22 | 1.36 | 1.72 | -1.24 | -1.49 |
| Standard Deviation(%) | NA | 10.76 | 10.73 | 13.37 | 11.27 | NA | NA | … | … | 9.62 | 10.79 | 8.11 | 12.72 | 11.17 | 20.57 | 7.87 | 10.92 | 4.50 | 8.81 | 9.96 | 8.38 | 7.93 | 8.33 | 15.89 | 12.23 | 9.97 | 0.42 | 10.51 | 8.98 | 6.97 | 8.65 | 7.86 | 4.00 | 5.93 |
| Draw Down(%) | NA | 7.30 | 11.00 | 21.49 | 21.49 | NA | NA | … | … | 0.64 | 7.30 | 4.59 | 11.16 | 6.04 | 21.49 | 3.61 | 13.07 | 1.52 | 8.30 | 12.19 | 5.62 | 4.50 | 6.39 | 16.30 | 9.23 | 5.83 | 0.41 | 7.22 | 11.86 | 5.67 | 9.54 | 6.47 | 6.44 | 13.42 |
| Yield(%) | NA | 17.25 | 14.02 | 11.71 | 9.13 | NA | NA | … | … | NA | 9.68 | 15.47 | 7.85 | 8.45 | 8.40 | 10.13 | 9.23 | 4.71 | 6.72 | 7.05 | 5.47 | 3.38 | 5.08 | 2.08 | 3.29 | 2.88 | 2.55 | 7.29 | 3.72 | 5.77 | 4.89 | 2.98 | 4.52 | 2.94 |
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 |
|---|---|---|---|---|
| ALRO STEEL CORPORATION AND SUBSIDIARIES RETIREMENT/401K PLAN Tactical Asset Allocation Moderate |
1.84%
Dec 2013 – Dec 2016 |
2.72%
Mar 2015 – Mar 2020 |
6.11%
Mar 2010 – Mar 2020 |
7.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRO STEEL CORPORATION AND SUBSIDIARIES RETIREMENT/401K PLAN Tactical Asset Allocation Moderate |
18.76%
Oct 2004 – Oct 2007 |
16.05%
Nov 2019 – Nov 2024 |
12.67%
Jul 2003 – Jul 2013 |
10.67%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart