Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCA AMERICAS INC. INVESTMENT AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.79% | 4.35% | 8.17% | 6.62% | 7.65% | 6.77% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCA AMERICAS INC. INVESTMENT AND RETIREMENT 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 (%) | -0.87 | 21.79 | 4.35 | 8.17 | 6.62 | 7.65 | 6.77 | … | … | 0.35 | 10.46 | 18.24 | -13.45 | 10.13 | 14.66 | 17.04 | -5.27 | 13.93 | 4.04 | 0.40 | 8.23 | 18.28 | 10.81 | -2.73 | 11.67 | 21.12 | -22.36 | 6.38 | 11.96 | 8.12 | 11.84 | 26.49 | -9.83 | -5.90 |
| Sharpe Ratio | NA | 0.58 | 0.07 | 0.40 | 0.48 | NA | NA | … | … | 0.04 | 0.51 | 1.74 | -1.03 | 1.04 | 0.78 | 2.07 | -0.65 | 2.56 | 0.48 | 0.04 | 1.21 | 2.83 | 1.43 | -0.19 | 1.01 | 1.34 | -1.12 | 0.36 | 1.22 | 0.93 | 1.45 | 3.21 | -1.00 | -0.65 |
| Standard Deviation(%) | NA | 7.55 | 10.49 | 12.41 | 10.42 | NA | NA | … | … | 7.07 | 7.57 | 8.04 | 14.42 | 9.67 | 18.58 | 7.55 | 10.06 | 5.20 | 7.93 | 8.36 | 6.76 | 6.44 | 7.52 | 14.75 | 11.51 | 15.70 | 20.73 | 9.28 | 7.15 | 6.38 | 7.51 | 8.03 | 10.93 | 12.67 |
| Draw Down(%) | NA | 6.41 | 18.48 | 22.03 | 22.03 | NA | NA | … | … | 0.54 | 6.41 | 6.00 | 19.28 | 5.04 | 22.03 | 4.64 | 13.30 | 2.76 | 7.50 | 8.27 | 5.01 | 4.61 | 6.52 | 15.29 | 9.51 | 15.91 | 31.22 | 6.46 | 8.10 | 4.21 | 6.75 | 6.70 | 17.83 | 21.53 |
| Yield(%) | NA | 6.90 | 4.60 | 3.73 | 3.61 | NA | NA | … | … | NA | 0.53 | 7.43 | 4.15 | 1.61 | 2.72 | 2.17 | 5.13 | 0.34 | 3.50 | 4.30 | 4.26 | 3.36 | 1.86 | 1.19 | 0.98 | 1.35 | 1.89 | 7.25 | 3.62 | 2.93 | 1.55 | 1.29 | 1.18 | 2.95 |
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 |
|---|---|---|---|---|
| SCA AMERICAS INC. INVESTMENT AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-7.15%
Feb 2006 – Feb 2009 |
-0.76%
Feb 2004 – Feb 2009 |
4.85%
Feb 2006 – Feb 2016 |
4.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCA AMERICAS INC. INVESTMENT AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
17.96%
Mar 2003 – Mar 2006 |
14.71%
Feb 2009 – Feb 2014 |
9.85%
Feb 2009 – Feb 2019 |
9.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart