Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Tactical Asset Allocation Moderate | NA | 25.57% | 6.65% | 10.97% | 7.96% | 9.05% | 8.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP 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 (%) | -1.32 | 25.57 | 6.65 | 10.97 | 7.96 | 9.05 | 8.62 | … | … | 0.33 | 13.63 | 16.79 | -10.16 | 12.85 | 19.80 | 22.46 | -7.77 | 11.18 | 7.40 | -2.63 | 7.47 | 19.26 | 16.49 | -3.25 | 13.55 | -1.85 | -4.73 | 10.65 | 22.40 | 8.16 | 17.02 | 22.75 | -12.90 | -3.54 |
| Sharpe Ratio | NA | 0.81 | 0.27 | 0.56 | 0.55 | NA | NA | … | … | 0.03 | 0.68 | 1.51 | -0.82 | 1.28 | 0.95 | 3.02 | -0.81 | 2.33 | 0.84 | -0.29 | 0.98 | 2.42 | 1.96 | -0.17 | 0.76 | -0.10 | -0.46 | 0.50 | 1.61 | 0.66 | 1.62 | 2.21 | -1.54 | -0.98 |
| Standard Deviation(%) | NA | 10.23 | 11.17 | 13.44 | 11.18 | NA | NA | … | … | 10.80 | 10.29 | 8.28 | 14.16 | 10.00 | 20.63 | 6.97 | 11.15 | 4.53 | 8.56 | 9.02 | 7.60 | 7.95 | 8.39 | 19.88 | 17.65 | 19.04 | 12.19 | 15.47 | 11.90 | 9.08 | 9.93 | 10.00 | 9.10 | 5.94 |
| Draw Down(%) | NA | 6.06 | 13.71 | 22.28 | 22.28 | NA | NA | … | … | 0.99 | 6.06 | 6.27 | 15.34 | 4.81 | 22.28 | 3.21 | 15.27 | 1.72 | 6.13 | 10.78 | 4.19 | 4.27 | 5.89 | 18.53 | 14.11 | 25.29 | 15.05 | 11.31 | 14.00 | 6.96 | 8.47 | 5.88 | 16.04 | 9.79 |
| Yield(%) | NA | 2.27 | 2.52 | 3.52 | 2.81 | NA | NA | … | … | NA | 1.23 | 2.14 | 3.53 | 1.07 | 5.61 | 6.02 | 1.37 | 1.51 | 3.81 | 1.67 | 2.00 | 5.79 | 4.28 | 0.46 | 1.32 | 2.66 | 1.98 | 7.06 | 5.97 | 3.92 | 2.60 | 1.25 | 1.85 | 4.97 |
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 |
|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Tactical Asset Allocation Moderate |
-4.04%
Jun 2007 – Jun 2010 |
1.57%
May 2007 – May 2012 |
5.31%
Oct 2007 – Oct 2017 |
5.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Tactical Asset Allocation Moderate |
21.78%
Apr 2003 – Apr 2006 |
16.59%
Oct 2002 – Oct 2007 |
10.76%
Apr 2003 – Apr 2013 |
9.85%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart