Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Strategic Asset Allocation – Optimal Moderate | NA | 22.20% | 3.44% | 6.67% | 5.40% | 6.75% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST 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 (%) | -0.82 | 22.20 | 3.44 | 6.67 | 5.40 | 6.75 | 6.37 | … | … | 0.48 | 6.95 | 11.13 | -11.59 | 9.80 | 12.04 | 15.25 | -5.70 | 8.45 | 5.11 | 1.09 | 6.32 | 16.34 | 12.12 | -1.22 | 11.48 | 20.58 | -21.61 | 7.77 | 12.67 | 9.79 | 11.37 | 21.77 | -5.80 | 5.07 |
| Sharpe Ratio | NA | 0.19 | -0.20 | 0.25 | 0.35 | NA | NA | … | … | 0.06 | 0.05 | 1.00 | -1.03 | 1.06 | 0.66 | 1.96 | -0.76 | 1.66 | 0.57 | 0.12 | 0.99 | 2.43 | 1.55 | -0.09 | 1.03 | 1.20 | -1.07 | 0.52 | 1.27 | 1.14 | 1.38 | 2.26 | -0.54 | 0.26 |
| Standard Deviation(%) | NA | 7.89 | 9.44 | 11.63 | 9.89 | NA | NA | … | … | 7.21 | 7.91 | 6.84 | 12.58 | 9.27 | 17.92 | 7.06 | 9.24 | 4.71 | 8.61 | 8.60 | 6.35 | 6.71 | 7.79 | 14.28 | 11.09 | 17.07 | 21.06 | 9.15 | 7.40 | 6.70 | 7.56 | 9.33 | 12.75 | 10.58 |
| Draw Down(%) | NA | 6.87 | 16.71 | 20.86 | 20.87 | NA | NA | … | … | 0.55 | 6.87 | 6.52 | 17.46 | 4.59 | 20.86 | 4.05 | 12.59 | 2.96 | 7.87 | 8.11 | 4.76 | 5.50 | 6.61 | 14.48 | 8.69 | 17.89 | 32.30 | 6.28 | 8.25 | 4.62 | 5.49 | 7.53 | 18.02 | 12.54 |
| Yield(%) | NA | 4.03 | 5.73 | 4.53 | 3.90 | NA | NA | … | … | NA | 0.54 | 4.51 | 3.84 | 8.12 | 1.21 | 4.79 | 4.89 | 0.26 | 3.69 | 4.19 | 3.80 | 3.32 | 2.43 | 2.28 | 2.20 | 2.83 | 3.42 | 7.63 | 6.68 | 4.31 | 3.37 | 2.56 | 4.21 | 4.33 |
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 |
|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Strategic Asset Allocation – Optimal Moderate |
-6.71%
Feb 2006 – Feb 2009 |
0.01%
Feb 2004 – Feb 2009 |
4.17%
Oct 2013 – Oct 2023 |
4.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Strategic Asset Allocation – Optimal Moderate |
17.33%
Mar 2003 – Mar 2006 |
14.76%
Feb 2009 – Feb 2014 |
9.24%
Feb 2009 – Feb 2019 |
8.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart