Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | -10.30% | -6.28% | 1.95% | 5.05% | 7.33% | 6.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 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 (%) | -0.11 | -10.30 | -6.28 | 1.95 | 5.05 | 7.33 | 6.57 | … | … | 0.92 | 5.28 | 18.34 | -13.84 | 12.30 | 14.32 | 19.67 | -1.05 | 13.84 | 10.48 | 2.88 | 10.20 | 19.81 | 11.59 | 3.08 | 11.54 | 22.72 | -20.16 | 9.74 | 9.05 | 6.13 | 12.73 | 23.36 | -11.37 | -2.47 |
| Sharpe Ratio | NA | -0.01 | -0.04 | 0.18 | 0.35 | NA | NA | … | … | 0.15 | -0.03 | 1.58 | -0.98 | 1.39 | 0.72 | 2.27 | -0.22 | 2.32 | 1.28 | 0.56 | 1.57 | 2.93 | 1.57 | 0.23 | 1.12 | 1.46 | -0.98 | 0.77 | 0.78 | 0.58 | 1.54 | 2.27 | -0.85 | -0.32 |
| Standard Deviation(%) | NA | 45.42 | 28.21 | 23.83 | 17.73 | NA | NA | … | … | 5.65 | 45.43 | 8.92 | 15.52 | 8.82 | 19.46 | 8.05 | 10.97 | 5.70 | 8.01 | 5.12 | 6.49 | 6.76 | 7.35 | 13.19 | 10.27 | 15.46 | 21.47 | 8.78 | 7.43 | 6.77 | 7.68 | 9.98 | 14.65 | 14.74 |
| Draw Down(%) | NA | 28.22 | 28.22 | 28.22 | 28.22 | NA | NA | … | … | 0.30 | 28.22 | 6.84 | 19.95 | 4.13 | 21.35 | 4.42 | 11.70 | 3.26 | 4.64 | 4.37 | 3.97 | 4.44 | 5.22 | 10.46 | 8.82 | 15.68 | 29.73 | 5.15 | 6.28 | 4.74 | 4.81 | 6.75 | 21.91 | 18.70 |
| Yield(%) | NA | 4.06 | 5.80 | 6.32 | 4.92 | NA | NA | … | … | NA | 0.64 | 4.03 | 5.42 | 7.43 | 7.79 | 6.31 | 5.14 | 0.25 | 4.46 | 4.37 | 3.80 | 3.77 | 2.78 | 3.27 | 2.69 | 3.33 | 4.66 | 5.91 | 5.80 | 4.19 | 2.55 | 2.50 | 2.56 | 3.54 |
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 |
|---|---|---|---|---|
| AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN Strategic Asset Allocation – Optimal M |
-6.14%
Oct 2021 – Oct 2024 |
-0.28%
Feb 2004 – Feb 2009 |
5.05%
Oct 2014 – Oct 2024 |
6.70%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN Strategic Asset Allocation – Optimal M |
18.24%
Feb 2009 – Feb 2012 |
16.49%
Feb 2009 – Feb 2014 |
12.24%
Feb 2009 – Feb 2019 |
10.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart