Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Tactical Asset Allocation Moderate | NA | 24.52% | 5.28% | 8.34% | 7.12% | 8.55% | 9.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mcclatchy Company 401 K 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 (%) | -1.29 | 24.52 | 5.28 | 8.34 | 7.12 | 8.55 | 9.35 | … | … | 0.43 | 13.95 | 15.21 | -12.70 | 15.46 | 9.29 | 14.59 | -2.97 | 11.69 | 9.01 | 0.44 | 7.52 | 17.47 | 13.02 | 1.34 | 16.40 | 20.44 | 2.94 | 11.13 | 13.25 | 9.57 | 11.55 | 24.29 | 4.69 | -2.32 |
| Sharpe Ratio | NA | 0.96 | 0.12 | 0.42 | 0.52 | NA | NA | … | … | 0.04 | 0.85 | 1.42 | -0.99 | 1.64 | 0.49 | 1.80 | -0.44 | 2.55 | 1.08 | 0.04 | 0.98 | 2.33 | 1.73 | 0.08 | 1.40 | 2.14 | 0.34 | 0.87 | 1.24 | 1.10 | 1.26 | 3.28 | 0.67 | -0.58 |
| Standard Deviation(%) | NA | 8.65 | 10.63 | 12.42 | 10.43 | NA | NA | … | … | 8.33 | 8.69 | 7.73 | 14.27 | 9.40 | 18.50 | 7.34 | 9.71 | 4.33 | 8.13 | 9.31 | 7.64 | 7.48 | 7.49 | 15.61 | 11.64 | 9.52 | 5.96 | 9.40 | 8.03 | 6.73 | 8.44 | 7.19 | 5.37 | 7.95 |
| Draw Down(%) | NA | 5.01 | 15.67 | 21.71 | 21.71 | NA | NA | … | … | 0.66 | 5.01 | 5.99 | 16.62 | 3.82 | 21.71 | 4.60 | 11.55 | 1.79 | 6.38 | 8.12 | 4.38 | 5.50 | 5.35 | 14.44 | 8.38 | 4.55 | 5.01 | 6.67 | 9.55 | 4.45 | 6.98 | 3.24 | 3.51 | 11.79 |
| Yield(%) | NA | 2.57 | 2.18 | 2.49 | 3.10 | NA | NA | … | … | NA | 1.39 | 2.64 | 1.62 | 1.78 | 3.54 | 3.01 | 1.93 | 2.49 | 2.34 | 5.55 | 5.96 | 3.35 | 4.42 | 2.12 | 3.99 | 5.48 | 9.12 | 6.78 | 4.90 | 3.75 | 3.17 | 3.60 | 6.12 | 7.22 |
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 |
|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Tactical Asset Allocation Moderate |
2.28%
Mar 2017 – Mar 2020 |
3.45%
Mar 2015 – Mar 2020 |
5.68%
Oct 2013 – Oct 2023 |
7.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Tactical Asset Allocation Moderate |
15.80%
Apr 2003 – Apr 2006 |
14.20%
Oct 2002 – Oct 2007 |
12.84%
Apr 2001 – Apr 2011 |
11.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart