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 Strategic Asset Allocation – Optimal Moderate | NA | 26.83% | 2.64% | 5.80% | 5.59% | 7.15% | 6.76% | … | … |
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 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 (%) | -1.17 | 26.83 | 2.64 | 5.80 | 5.59 | 7.15 | 6.76 | … | … | 0.30 | 6.99 | 18.01 | -17.61 | 6.86 | 12.15 | 16.11 | -4.64 | 9.15 | 6.03 | 1.89 | 5.47 | 16.73 | 14.63 | -1.87 | 13.35 | 25.22 | -23.03 | 11.56 | 13.26 | 6.88 | 12.13 | 24.76 | -7.29 | -1.14 |
| Sharpe Ratio | NA | 0.15 | -0.19 | 0.16 | 0.32 | NA | NA | … | … | 0.03 | 0.04 | 1.52 | -1.21 | 0.77 | 0.66 | 2.02 | -0.62 | 1.63 | 0.67 | 0.22 | 0.83 | 2.33 | 1.89 | -0.13 | 1.00 | 1.59 | -1.17 | 0.99 | 1.43 | 0.82 | 1.64 | 2.98 | -0.75 | -0.32 |
| Standard Deviation(%) | NA | 9.51 | 11.82 | 12.86 | 10.70 | NA | NA | … | … | 7.92 | 9.56 | 9.03 | 15.66 | 8.86 | 18.13 | 7.26 | 9.54 | 5.23 | 8.71 | 8.60 | 6.57 | 7.16 | 7.73 | 14.94 | 13.31 | 15.84 | 20.39 | 8.61 | 7.00 | 5.73 | 6.84 | 8.08 | 11.14 | 10.81 |
| Draw Down(%) | NA | 8.59 | 22.56 | 24.86 | 24.86 | NA | NA | … | … | 0.67 | 8.47 | 7.48 | 22.93 | 5.14 | 23.33 | 3.54 | 12.15 | 3.78 | 9.05 | 8.27 | 5.14 | 6.14 | 7.04 | 15.34 | 8.93 | 17.63 | 32.54 | 6.07 | 6.49 | 3.95 | 6.28 | 7.48 | 16.99 | 16.34 |
| Yield(%) | NA | 6.86 | 4.63 | 4.48 | 4.58 | NA | NA | … | … | NA | 0.80 | 6.90 | 1.94 | 4.87 | 4.69 | 3.80 | 8.48 | 0.43 | 3.25 | 5.97 | 5.53 | 2.65 | 4.26 | 3.09 | 4.20 | 3.82 | 5.33 | 4.76 | 4.45 | 3.08 | 3.14 | 3.21 | 3.61 | 4.79 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.61%
Feb 2006 – Feb 2009 |
0.08%
Feb 2004 – Feb 2009 |
3.81%
Oct 2013 – Oct 2023 |
4.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE BRUNSWICK REWARDS PLAN Strategic Asset Allocation – Optimal Moderate |
18.95%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
10.29%
Feb 2009 – Feb 2019 |
8.87%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart