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 Strategic Asset Allocation – Optimal Moderate | NA | 21.64% | 1.55% | 7.18% | 6.73% | 8.01% | 7.11% | … | … |
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 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 (%) | -0.94 | 21.64 | 1.55 | 7.18 | 6.73 | 8.01 | 7.11 | … | … | 0.40 | 7.19 | 13.76 | -16.13 | 9.90 | 18.41 | 19.35 | -5.40 | 14.46 | 6.76 | 1.74 | 7.63 | 15.08 | 12.30 | -0.62 | 14.42 | 22.72 | -22.53 | 8.71 | 11.71 | 7.21 | 11.95 | 24.56 | -8.06 | -0.25 |
| Sharpe Ratio | NA | 0.18 | -0.25 | 0.26 | 0.46 | NA | NA | … | … | 0.04 | 0.07 | 1.13 | -1.17 | 1.01 | 0.97 | 2.47 | -0.65 | 3.03 | 0.78 | 0.20 | 1.16 | 2.10 | 1.63 | -0.04 | 1.22 | 1.37 | -1.10 | 0.61 | 1.11 | 0.83 | 1.50 | 2.89 | -0.81 | -0.25 |
| Standard Deviation(%) | NA | 8.16 | 11.01 | 12.73 | 10.64 | NA | NA | … | … | 8.13 | 8.19 | 8.40 | 15.01 | 9.79 | 18.70 | 7.25 | 10.27 | 4.56 | 8.35 | 8.71 | 6.55 | 7.18 | 7.50 | 14.89 | 11.71 | 16.48 | 21.35 | 9.30 | 7.61 | 6.09 | 7.35 | 8.26 | 11.26 | 10.05 |
| Draw Down(%) | NA | 5.09 | 21.21 | 22.17 | 22.17 | NA | NA | … | … | 0.69 | 5.09 | 8.19 | 21.79 | 5.83 | 21.52 | 3.64 | 12.77 | 1.47 | 6.40 | 8.49 | 5.04 | 6.27 | 5.91 | 14.88 | 8.90 | 16.97 | 33.32 | 5.82 | 7.82 | 4.05 | 7.27 | 6.43 | 17.67 | 14.01 |
| Yield(%) | NA | 4.15 | 4.57 | 4.35 | 3.56 | NA | NA | … | … | NA | 0.77 | 3.81 | 4.30 | 4.74 | 4.00 | 3.97 | 3.16 | 0.34 | 3.15 | 4.17 | 3.49 | 4.96 | 2.81 | 2.25 | 2.11 | 2.73 | 3.54 | 7.47 | 4.40 | 3.84 | 2.93 | 2.72 | 2.40 | 3.29 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.16%
Feb 2006 – Feb 2009 |
-0.89%
Feb 2004 – Feb 2009 |
5.61%
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 |
|---|---|---|---|---|
| STANLEY RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
19.12%
Feb 2009 – Feb 2012 |
15.89%
Feb 2009 – Feb 2014 |
10.88%
Feb 2009 – Feb 2019 |
9.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart