Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKF USA INC. PRETAX ACCUMULATION OF CAPITAL FOR EMPLOYEES SINGLE PLAN A Strategic Asset Allocation – Optimal Moderate | NA | 24.27% | 3.95% | 7.62% | 6.94% | 7.83% | 6.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKF USA INC. PRETAX ACCUMULATION OF CAPITAL FOR EMPLOYEES SINGLE PLAN A 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 (%) | -0.81 | 24.27 | 3.95 | 7.62 | 6.94 | 7.83 | 6.89 | … | … | 0.30 | 8.20 | 18.20 | -14.11 | 12.62 | 11.02 | 18.28 | -3.72 | 8.31 | 10.77 | 1.71 | 5.38 | 16.57 | 12.00 | 0.09 | 11.52 | 20.66 | -23.98 | 8.89 | 11.87 | 7.96 | 11.82 | 23.18 | -6.95 | 4.16 |
| Sharpe Ratio | NA | 0.28 | -0.03 | 0.31 | 0.47 | NA | NA | … | … | 0.03 | 0.20 | 1.61 | -1.03 | 1.36 | 0.54 | 2.29 | -0.49 | 1.30 | 1.29 | 0.27 | 1.13 | 2.38 | 1.52 | 0.00 | 1.01 | 1.16 | -1.14 | 0.62 | 1.19 | 0.96 | 1.49 | 2.56 | -0.66 | 0.18 |
| Standard Deviation(%) | NA | 8.00 | 11.05 | 13.04 | 10.71 | NA | NA | … | … | 7.02 | 8.02 | 8.68 | 15.06 | 9.25 | 19.91 | 7.37 | 10.21 | 5.90 | 8.16 | 6.20 | 4.75 | 6.94 | 7.86 | 13.98 | 11.32 | 17.68 | 21.77 | 9.45 | 7.25 | 6.00 | 7.32 | 8.77 | 12.25 | 10.55 |
| Draw Down(%) | NA | 5.41 | 19.47 | 24.39 | 24.39 | NA | NA | … | … | 0.53 | 5.41 | 7.32 | 19.87 | 3.75 | 24.39 | 3.58 | 13.33 | 3.58 | 5.38 | 5.39 | 3.01 | 5.50 | 6.45 | 12.99 | 9.17 | 18.23 | 33.62 | 6.29 | 7.31 | 3.96 | 6.85 | 7.55 | 18.46 | 12.69 |
| Yield(%) | NA | 6.95 | 5.37 | 5.11 | 3.92 | NA | NA | … | … | NA | 0.69 | 6.78 | 4.96 | 3.72 | 4.45 | 5.07 | 3.31 | 0.34 | 3.53 | 3.70 | 2.93 | 3.30 | 2.94 | 2.37 | 2.79 | 2.50 | 4.15 | 4.31 | 5.13 | 3.63 | 2.93 | 2.40 | 2.72 | 3.75 |
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 |
|---|---|---|---|---|
| SKF USA INC. PRETAX ACCUMULATION OF CAPITAL FOR EMPLOYEES SINGLE PLAN A Strategic Asset Allocation – |
-7.48%
Feb 2006 – Feb 2009 |
-1.00%
Feb 2004 – Feb 2009 |
5.20%
Feb 2006 – Feb 2016 |
4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKF USA INC. PRETAX ACCUMULATION OF CAPITAL FOR EMPLOYEES SINGLE PLAN A Strategic Asset Allocation – |
17.66%
Feb 2009 – Feb 2012 |
15.36%
Feb 2009 – Feb 2014 |
10.27%
Feb 2009 – Feb 2019 |
9.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart