Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STANLEY RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 20.37% | 2.11% | 7.21% | 7.13% | 8.89% | 9.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STANLEY RETIREMENT 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 (%) | -0.78 | 20.37 | 2.11 | 7.21 | 7.13 | 8.89 | 9.41 | … | … | 0.72 | 8.47 | 14.41 | -16.03 | 13.91 | 13.38 | 18.92 | -3.10 | 14.23 | 8.13 | 0.78 | 10.31 | 17.19 | 11.50 | 4.49 | 17.56 | 8.20 | 12.02 | 11.12 | 12.88 | 7.50 | 14.16 | 14.91 | -4.07 | -2.91 |
| Sharpe Ratio | NA | 0.34 | -0.18 | 0.28 | 0.48 | NA | NA | … | … | 0.07 | 0.20 | 1.24 | -1.18 | 1.25 | 0.69 | 2.36 | -0.42 | 2.69 | 0.92 | 0.08 | 1.35 | 2.32 | 1.39 | 0.32 | 1.54 | 0.78 | 1.48 | 0.84 | 1.25 | 0.82 | 1.71 | 1.69 | -0.67 | -0.66 |
| Standard Deviation(%) | NA | 9.51 | 11.20 | 13.16 | 10.99 | NA | NA | … | … | 8.94 | 9.57 | 8.18 | 14.74 | 11.07 | 19.10 | 7.43 | 10.56 | 5.05 | 8.64 | 8.82 | 7.64 | 7.40 | 8.26 | 14.10 | 11.37 | 10.42 | 7.49 | 9.73 | 7.68 | 6.48 | 7.74 | 8.40 | 7.77 | 7.90 |
| Draw Down(%) | NA | 7.12 | 20.76 | 22.68 | 22.68 | NA | NA | … | … | 0.61 | 7.12 | 6.63 | 21.46 | 6.03 | 22.68 | 3.63 | 13.55 | 2.07 | 5.70 | 8.32 | 4.42 | 4.75 | 5.90 | 11.33 | 8.21 | 8.33 | 4.95 | 6.37 | 8.50 | 4.13 | 6.90 | 5.71 | 9.68 | 9.86 |
| Yield(%) | NA | 4.50 | 4.70 | 5.00 | 4.15 | NA | NA | … | … | NA | 1.35 | 4.16 | 4.49 | 5.08 | 4.37 | 7.16 | 3.48 | 2.35 | 4.24 | 2.95 | 3.85 | 5.35 | 3.09 | 3.56 | 2.08 | 4.40 | 6.05 | 5.48 | 5.01 | 5.12 | 3.03 | 4.70 | 5.45 | 4.60 |
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 |
|---|---|---|---|---|
| STANLEY RETIREMENT PLAN Tactical Asset Allocation Moderate |
1.09%
Apr 2021 – Apr 2024 |
3.83%
Sep 2017 – Sep 2022 |
6.25%
Oct 2013 – Oct 2023 |
7.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STANLEY RETIREMENT PLAN Tactical Asset Allocation Moderate |
15.87%
Apr 2003 – Apr 2006 |
14.04%
Jun 2009 – Jun 2014 |
12.47%
Apr 2003 – Apr 2013 |
11.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart