Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE BRUNSWICK REWARDS PLAN Tactical Asset Allocation Moderate | NA | 25.64% | 2.56% | 7.34% | 6.56% | 7.93% | 8.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE BRUNSWICK REWARDS 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 (%) | -1.39 | 25.64 | 2.56 | 7.34 | 6.56 | 7.93 | 8.86 | … | … | 0.55 | 8.53 | 15.96 | -17.98 | 13.89 | 12.52 | 20.89 | -5.39 | 13.19 | 6.79 | -1.69 | 6.77 | 17.17 | 15.24 | 0.49 | 12.20 | 18.24 | 3.04 | 12.81 | 14.20 | 7.82 | 13.20 | 24.63 | -1.10 | 1.07 |
| Sharpe Ratio | NA | 0.31 | -0.14 | 0.23 | 0.40 | NA | NA | … | … | 0.06 | 0.17 | 1.32 | -1.22 | 1.27 | 0.65 | 2.77 | -0.63 | 3.02 | 0.76 | -0.19 | 0.85 | 2.32 | 1.80 | 0.03 | 0.83 | 1.99 | 0.30 | 1.18 | 1.51 | 1.00 | 1.76 | 3.83 | -0.34 | -0.18 |
| Standard Deviation(%) | NA | 11.58 | 12.47 | 13.76 | 11.33 | NA | NA | … | … | 8.95 | 11.68 | 8.90 | 15.88 | 10.88 | 18.94 | 7.03 | 10.60 | 4.16 | 8.69 | 9.23 | 7.98 | 7.39 | 8.42 | 15.28 | 14.59 | 9.11 | 7.13 | 8.33 | 7.26 | 5.66 | 6.97 | 6.25 | 6.45 | 6.81 |
| Draw Down(%) | NA | 8.81 | 20.26 | 22.86 | 22.86 | NA | NA | … | … | 0.68 | 8.81 | 7.60 | 22.13 | 6.49 | 21.13 | 3.52 | 13.96 | 1.67 | 7.84 | 10.61 | 4.91 | 5.54 | 5.52 | 14.48 | 8.29 | 4.85 | 6.63 | 6.09 | 7.59 | 4.21 | 6.62 | 3.07 | 9.21 | 8.22 |
| Yield(%) | NA | 5.00 | 5.56 | 5.25 | 5.11 | NA | NA | … | … | NA | 1.18 | 5.17 | 3.13 | 8.49 | 4.63 | 6.02 | 6.44 | 3.95 | 2.37 | 6.43 | 5.37 | 3.97 | 4.81 | 2.29 | 4.06 | 5.44 | 8.84 | 5.92 | 4.91 | 2.99 | 2.99 | 3.98 | 7.77 | 7.83 |
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 |
|---|---|---|---|---|
| THE BRUNSWICK REWARDS PLAN Tactical Asset Allocation Moderate |
1.06%
Dec 2021 – Dec 2024 |
3.11%
Sep 2017 – Sep 2022 |
4.91%
Oct 2013 – Oct 2023 |
6.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE BRUNSWICK REWARDS PLAN Tactical Asset Allocation Moderate |
16.21%
Jan 2003 – Jan 2006 |
15.21%
Oct 2002 – Oct 2007 |
12.29%
Apr 2003 – Apr 2013 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart