Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 Tactical Asset Allocation Moderate | NA | 25.25% | 5.09% | 8.87% | 8.22% | 9.67% | 10.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 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 (%) | -1.24 | 25.25 | 5.09 | 8.87 | 8.22 | 9.67 | 10.09 | … | … | 0.66 | 13.92 | 14.03 | -11.27 | 11.34 | 14.32 | 17.79 | -2.24 | 12.38 | 12.60 | 1.00 | 9.18 | 17.93 | 13.44 | 3.44 | 17.91 | 17.05 | 6.40 | 8.39 | 15.45 | 6.85 | 12.83 | 24.17 | 2.95 | 2.51 |
| Sharpe Ratio | NA | 0.89 | 0.18 | 0.41 | 0.58 | NA | NA | … | … | 0.06 | 0.76 | 1.11 | -0.95 | 1.07 | 0.69 | 2.18 | -0.33 | 2.47 | 1.45 | 0.11 | 1.21 | 2.27 | 1.72 | 0.23 | 1.43 | 1.86 | 0.84 | 0.56 | 1.54 | 0.72 | 1.58 | 3.45 | 0.36 | 0.04 |
| Standard Deviation(%) | NA | 9.65 | 10.77 | 13.29 | 11.10 | NA | NA | … | … | 10.85 | 9.70 | 8.77 | 13.35 | 10.57 | 20.51 | 7.52 | 10.82 | 4.76 | 8.52 | 9.06 | 7.58 | 7.87 | 7.79 | 14.78 | 12.44 | 9.09 | 6.53 | 9.67 | 7.91 | 6.54 | 7.53 | 6.80 | 5.08 | 5.30 |
| Draw Down(%) | NA | 5.58 | 14.91 | 22.76 | 22.76 | NA | NA | … | … | 0.93 | 5.58 | 7.22 | 16.72 | 5.49 | 22.76 | 3.57 | 12.51 | 2.11 | 5.53 | 8.13 | 4.68 | 6.10 | 5.39 | 12.58 | 8.90 | 4.39 | 3.60 | 6.49 | 8.30 | 4.92 | 6.89 | 2.87 | 3.33 | 6.02 |
| Yield(%) | NA | 2.60 | 2.40 | 2.25 | 2.18 | NA | NA | … | … | NA | 1.24 | 2.68 | 1.89 | 2.23 | 2.20 | 2.29 | 1.94 | 2.16 | 2.60 | 1.76 | 2.29 | 2.18 | 4.18 | 2.59 | 2.63 | 4.03 | 5.07 | 3.36 | 3.33 | 3.00 | 3.22 | 3.97 | 6.10 | 6.10 |
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 |
|---|---|---|---|---|
| UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 Tactical Asset Allocation Moderate |
3.05%
Apr 2021 – Apr 2024 |
4.88%
Sep 2017 – Sep 2022 |
6.86%
Oct 2013 – Oct 2023 |
8.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 Tactical Asset Allocation Moderate |
16.50%
May 2008 – May 2011 |
14.66%
Jun 2009 – Jun 2014 |
12.94%
Apr 2003 – Apr 2013 |
11.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart