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 Strategic Asset Allocation – Optimal Moderate | NA | 27.61% | 4.73% | 8.77% | 7.54% | 8.89% | 7.74% | … | … |
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 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 (%) | -1.10 | 27.61 | 4.73 | 8.77 | 7.54 | 8.89 | 7.74 | … | … | 0.32 | 12.21 | 12.43 | -11.17 | 7.65 | 20.84 | 20.33 | -4.19 | 10.26 | 10.66 | -0.54 | 7.99 | 16.58 | 13.68 | 0.74 | 15.56 | 20.42 | -22.33 | 7.65 | 14.18 | 6.33 | 13.16 | 20.83 | -8.75 | 2.37 |
| Sharpe Ratio | NA | 0.74 | 0.01 | 0.38 | 0.53 | NA | NA | … | … | 0.02 | 0.62 | 0.88 | -0.88 | 0.75 | 0.99 | 2.45 | -0.52 | 2.11 | 1.34 | -0.09 | 1.40 | 2.21 | 1.69 | 0.05 | 1.25 | 1.19 | -1.03 | 0.51 | 1.50 | 0.63 | 1.64 | 2.27 | -0.78 | 0.01 |
| Standard Deviation(%) | NA | 9.03 | 11.16 | 13.47 | 10.95 | NA | NA | … | … | 11.39 | 9.07 | 9.34 | 14.23 | 10.13 | 20.75 | 7.73 | 10.66 | 4.57 | 7.79 | 6.21 | 5.69 | 7.48 | 8.09 | 14.54 | 12.42 | 17.11 | 22.54 | 9.19 | 7.26 | 6.58 | 7.44 | 8.89 | 12.68 | 12.33 |
| Draw Down(%) | NA | 5.63 | 17.41 | 22.69 | 22.69 | NA | NA | … | … | 1.06 | 5.63 | 8.70 | 17.78 | 7.27 | 22.69 | 3.62 | 13.37 | 2.04 | 4.59 | 4.82 | 3.69 | 6.36 | 6.69 | 13.16 | 9.87 | 17.34 | 32.84 | 5.93 | 6.95 | 4.73 | 6.77 | 8.79 | 18.08 | 14.88 |
| Yield(%) | NA | 3.19 | 2.95 | 2.48 | 2.20 | NA | NA | … | … | NA | 1.11 | 2.77 | 2.49 | 2.54 | 2.04 | 1.85 | 1.67 | 0.60 | 3.09 | 1.73 | 2.59 | 3.35 | 3.89 | 2.91 | 2.88 | 2.91 | 2.97 | 3.40 | 3.34 | 3.06 | 3.17 | 2.64 | 2.54 | 4.80 |
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 Strategic Asset Allocation – Optim |
-6.65%
Feb 2006 – Feb 2009 |
-0.33%
Feb 2004 – Feb 2009 |
5.91%
Dec 2001 – Dec 2011 |
5.84%
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 Strategic Asset Allocation – Optim |
19.06%
Feb 2009 – Feb 2012 |
16.44%
Feb 2009 – Feb 2014 |
11.01%
Feb 2009 – Feb 2019 |
10.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart