Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lumbermens Employees` Savings And Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 30.73% | 4.83% | 11.58% | 8.41% | 9.97% | 10.69% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lumbermens Employees` Savings And Profit Sharing 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 (%) | -1.63 | 30.73 | 4.83 | 11.58 | 8.41 | 9.97 | 10.69 | … | … | 0.97 | 17.27 | 18.71 | -19.75 | 22.01 | 19.61 | 16.52 | -5.13 | 13.89 | 8.51 | -1.35 | 6.30 | 29.87 | 10.17 | -0.24 | 19.25 | 18.73 | 2.75 | 9.80 | 17.99 | 10.31 | 15.34 | 30.46 | -14.49 | -8.54 |
| Sharpe Ratio | NA | 0.96 | 0.08 | 0.45 | 0.45 | NA | NA | … | … | 0.06 | 0.79 | 1.24 | -1.20 | 1.44 | 0.79 | 1.43 | -0.41 | 1.68 | 0.77 | -0.11 | 0.55 | 2.65 | 0.95 | -0.01 | 1.22 | 1.58 | 0.37 | 0.46 | 1.28 | 0.92 | 1.38 | 2.75 | -1.34 | -1.68 |
| Standard Deviation(%) | NA | 13.41 | 14.47 | 17.14 | 14.69 | NA | NA | … | … | 14.27 | 13.52 | 11.69 | 17.60 | 15.26 | 24.54 | 10.55 | 15.65 | 7.91 | 10.75 | 12.63 | 11.36 | 11.28 | 10.61 | 19.21 | 15.76 | 11.80 | 4.94 | 14.77 | 11.48 | 8.87 | 10.47 | 10.83 | 11.60 | 6.47 |
| Draw Down(%) | NA | 8.97 | 21.76 | 25.61 | 25.61 | NA | NA | … | … | 1.22 | 8.97 | 8.90 | 23.76 | 7.34 | 25.61 | 7.15 | 21.45 | 3.01 | 7.73 | 12.14 | 6.71 | 4.73 | 8.17 | 17.69 | 11.79 | 6.25 | 4.35 | 10.18 | 12.93 | 6.35 | 8.43 | 5.67 | 17.17 | 12.88 |
| Yield(%) | NA | 1.85 | 2.03 | 1.68 | 2.22 | NA | NA | … | … | NA | 1.05 | 2.03 | 1.94 | 1.00 | 1.29 | 1.64 | 1.29 | 1.34 | 3.08 | 2.82 | 5.51 | 5.35 | 2.65 | 0.95 | 1.41 | 1.63 | 1.55 | 3.21 | 2.47 | 3.20 | 2.01 | 0.74 | 1.78 | 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 |
|---|---|---|---|---|
| Lumbermens Employees` Savings And Profit Sharing Plan Tactical Asset Allocation Moderate |
1.90%
Mar 2017 – Mar 2020 |
2.78%
Mar 2015 – Mar 2020 |
6.48%
Oct 2013 – Oct 2023 |
8.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lumbermens Employees` Savings And Profit Sharing Plan Tactical Asset Allocation Moderate |
21.71%
Apr 2003 – Apr 2006 |
17.12%
Oct 2002 – Oct 2007 |
13.85%
Mar 2003 – Mar 2013 |
12.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart