Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.20% | 1.44% | 7.24% | 6.93% | 8.15% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING 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 (%) | -0.76 | 24.20 | 1.44 | 7.24 | 6.93 | 8.15 | 7.08 | … | … | 0.53 | 8.54 | 11.82 | -14.74 | 8.42 | 19.92 | 21.82 | -4.49 | 13.86 | 6.29 | 1.21 | 3.89 | 16.92 | 11.52 | 1.43 | 15.93 | 21.18 | -23.89 | 8.38 | 12.02 | 7.06 | 10.75 | 22.37 | -8.64 | 1.41 |
| Sharpe Ratio | NA | 0.40 | -0.20 | 0.27 | 0.47 | NA | NA | … | … | 0.05 | 0.20 | 0.82 | -1.05 | 0.77 | 1.05 | 2.85 | -0.59 | 2.76 | 0.76 | 0.14 | 0.56 | 2.32 | 1.54 | 0.10 | 1.32 | 1.25 | -1.12 | 0.57 | 1.13 | 0.76 | 1.28 | 2.52 | -0.85 | -0.09 |
| Standard Deviation(%) | NA | 9.80 | 11.80 | 13.33 | 10.95 | NA | NA | … | … | 8.96 | 9.92 | 9.17 | 15.29 | 10.87 | 18.78 | 7.16 | 9.92 | 4.79 | 8.06 | 8.62 | 6.94 | 7.29 | 7.44 | 13.91 | 12.04 | 16.83 | 22.14 | 9.53 | 7.75 | 6.42 | 7.64 | 8.59 | 11.47 | 10.25 |
| Draw Down(%) | NA | 5.92 | 20.83 | 22.21 | 22.21 | NA | NA | … | … | 0.74 | 5.92 | 9.60 | 21.41 | 7.02 | 21.51 | 3.53 | 12.07 | 1.95 | 6.58 | 7.88 | 4.67 | 5.66 | 5.91 | 12.83 | 8.46 | 17.33 | 33.52 | 6.18 | 8.71 | 4.16 | 7.51 | 7.64 | 18.76 | 13.29 |
| Yield(%) | NA | 2.69 | 4.08 | 3.65 | 3.19 | NA | NA | … | … | NA | 0.78 | 2.33 | 4.25 | 4.58 | 3.32 | 2.77 | 3.64 | 0.39 | 2.84 | 3.84 | 3.02 | 4.52 | 2.82 | 2.39 | 2.12 | 2.99 | 3.88 | 7.57 | 5.93 | 3.07 | 3.73 | 2.43 | 3.12 | 3.92 |
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 |
|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.47%
Feb 2006 – Feb 2009 |
-1.37%
Feb 2004 – Feb 2009 |
5.25%
Oct 2013 – Oct 2023 |
5.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
19.50%
Feb 2009 – Feb 2012 |
16.37%
Feb 2009 – Feb 2014 |
10.78%
Feb 2009 – Feb 2019 |
9.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart