Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| S&C 401 K Retirement Savings And Esop Tactical Asset Allocation Moderate | NA | 26.68% | 6.32% | 9.38% | 7.84% | 9.24% | 9.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| S&C 401 K Retirement Savings And Esop 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 (%) | -0.96 | 26.68 | 6.32 | 9.38 | 7.84 | 9.24 | 9.47 | … | … | 0.64 | 9.20 | 19.08 | -9.80 | 16.45 | 8.27 | 18.02 | -5.62 | 11.84 | 10.89 | 0.04 | 11.30 | 18.21 | 12.78 | 2.99 | 13.77 | 14.84 | 0.33 | 11.56 | 14.14 | 7.85 | 12.24 | 24.94 | 0.66 | 2.55 |
| Sharpe Ratio | NA | 0.37 | 0.18 | 0.41 | 0.51 | NA | NA | … | … | 0.07 | 0.24 | 1.60 | -0.73 | 1.32 | 0.40 | 2.28 | -0.67 | 2.13 | 1.23 | 0.00 | 1.55 | 2.40 | 1.63 | 0.21 | 1.25 | 1.62 | -0.10 | 0.82 | 1.27 | 0.86 | 1.57 | 3.43 | -0.08 | 0.04 |
| Standard Deviation(%) | NA | 10.73 | 12.08 | 14.14 | 11.56 | NA | NA | … | … | 8.59 | 10.80 | 9.27 | 15.36 | 12.41 | 20.14 | 7.30 | 10.29 | 5.26 | 8.71 | 8.86 | 7.30 | 7.56 | 7.81 | 14.30 | 10.98 | 9.08 | 5.77 | 10.50 | 8.53 | 6.60 | 7.22 | 7.07 | 5.32 | 6.35 |
| Draw Down(%) | NA | 7.31 | 13.73 | 24.19 | 24.19 | NA | NA | … | … | 0.63 | 7.31 | 7.37 | 14.80 | 6.60 | 24.19 | 3.62 | 14.10 | 2.33 | 6.40 | 7.66 | 5.10 | 4.98 | 5.61 | 12.25 | 7.54 | 4.64 | 5.42 | 7.04 | 9.63 | 4.82 | 7.22 | 2.91 | 3.81 | 6.09 |
| Yield(%) | NA | 5.89 | 5.85 | 4.41 | 3.85 | NA | NA | … | … | NA | 1.10 | 6.26 | 4.02 | 7.18 | 2.28 | 3.05 | 3.65 | 1.86 | 2.64 | 4.69 | 3.55 | 1.72 | 2.86 | 1.82 | 2.41 | 3.93 | 4.49 | 5.84 | 6.63 | 4.03 | 3.61 | 3.68 | 5.44 | 5.60 |
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 |
|---|---|---|---|---|
| S&C 401 K Retirement Savings And Esop Tactical Asset Allocation Moderate |
1.11%
Mar 2017 – Mar 2020 |
2.91%
Mar 2015 – Mar 2020 |
6.55%
Oct 2013 – Oct 2023 |
7.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| S&C 401 K Retirement Savings And Esop Tactical Asset Allocation Moderate |
15.90%
Apr 2003 – Apr 2006 |
14.11%
Jun 2009 – Jun 2014 |
11.66%
Apr 2003 – Apr 2013 |
11.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart