Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.18% | 0.34% | 6.47% | 6.71% | 8.26% | 8.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN 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 (%) | -0.66 | 19.18 | 0.34 | 6.47 | 6.71 | 8.26 | 8.87 | … | … | 1.42 | 1.39 | 14.65 | -17.02 | 12.39 | 16.00 | 23.69 | -4.88 | 13.87 | 6.84 | 0.12 | 5.57 | 16.18 | 15.47 | 2.77 | 14.51 | 13.33 | 0.24 | 11.26 | 16.65 | 11.82 | 8.28 | 4.68 | 7.66 | 8.30 |
| Sharpe Ratio | NA | -0.23 | -0.24 | 0.15 | 0.40 | NA | NA | … | … | 0.14 | -0.49 | 1.18 | -1.06 | 1.06 | 0.80 | 2.82 | -0.63 | 3.00 | 0.75 | 0.01 | 0.78 | 2.26 | 1.86 | 0.20 | 1.36 | 1.25 | -0.10 | 0.93 | 1.60 | 1.47 | 2.30 | 0.65 | 1.27 | 0.97 |
| Standard Deviation(%) | NA | 10.51 | 12.73 | 14.31 | 11.61 | NA | NA | … | … | 9.42 | 10.62 | 8.83 | 17.37 | 11.69 | 19.81 | 7.89 | 9.79 | 4.41 | 8.85 | 8.40 | 7.16 | 7.15 | 8.28 | 13.95 | 10.64 | 10.58 | 7.09 | 8.90 | 8.38 | 6.55 | 3.19 | 6.18 | 5.18 | 6.19 |
| Draw Down(%) | NA | 10.14 | 18.40 | 23.16 | 23.16 | NA | NA | … | … | 0.56 | 10.14 | 7.60 | 21.35 | 7.13 | 23.16 | 3.25 | 13.26 | 1.45 | 7.10 | 8.11 | 5.83 | 5.04 | 6.38 | 13.13 | 6.93 | 6.09 | 8.92 | 7.40 | 9.27 | 5.01 | 2.51 | 7.30 | 5.05 | 4.43 |
| Yield(%) | NA | 4.26 | 8.62 | 9.74 | 8.13 | NA | NA | … | … | NA | 0.83 | 4.53 | 2.89 | 19.67 | 13.04 | 11.90 | 8.70 | 9.93 | 5.79 | 5.38 | 4.53 | 8.16 | 5.36 | 3.60 | 1.70 | 5.22 | 7.92 | 4.63 | 1.84 | 2.80 | 3.60 | 4.36 | 4.05 | 10.13 |
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 |
|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.20%
Dec 2021 – Dec 2024 |
4.02%
Mar 2015 – Mar 2020 |
5.70%
Oct 2013 – Oct 2023 |
7.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
17.27%
Dec 2018 – Dec 2021 |
13.74%
Jun 2009 – Jun 2014 |
11.30%
Jun 2004 – Jun 2014 |
10.05%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart