Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEDDER PRICE P.C. PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 24.48% | -0.80% | 4.64% | 5.04% | 5.93% | 6.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEDDER PRICE P.C. PROFIT SHARING AND 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 (%) | -0.84 | 24.48 | -0.80 | 4.64 | 5.04 | 5.93 | 6.57 | … | … | 0.49 | 7.14 | 13.48 | -19.60 | 5.08 | 16.33 | 9.86 | 1.03 | 16.92 | 5.20 | -3.17 | 3.06 | 16.97 | 4.39 | 2.24 | 9.18 | 12.94 | 3.38 | 9.66 | 12.08 | 3.33 | 11.17 | 18.08 | -2.10 | 5.14 |
| Sharpe Ratio | NA | 0.23 | -0.31 | 0.09 | 0.34 | NA | NA | … | … | 0.05 | 0.06 | 0.94 | -1.26 | 0.47 | 1.73 | 1.81 | -0.04 | 3.03 | 1.04 | -0.58 | 0.55 | 2.34 | 0.99 | 0.23 | 0.94 | 1.58 | 0.46 | 0.65 | 1.10 | 0.20 | 1.33 | 2.92 | -0.63 | 0.80 |
| Standard Deviation(%) | NA | 9.81 | 12.51 | 11.62 | 9.17 | NA | NA | … | … | 8.34 | 9.90 | 9.81 | 16.59 | 10.86 | 9.32 | 4.66 | 7.79 | 5.37 | 4.79 | 5.51 | 5.56 | 7.24 | 4.37 | 9.80 | 9.65 | 8.14 | 5.34 | 10.26 | 8.00 | 5.81 | 7.68 | 5.94 | 5.06 | 3.53 |
| Draw Down(%) | NA | 6.16 | 24.04 | 27.66 | 27.66 | NA | NA | … | … | 0.67 | 6.16 | 10.90 | 25.16 | 6.77 | 8.98 | 3.46 | 6.43 | 2.35 | 3.95 | 5.85 | 5.61 | 5.38 | 3.64 | 10.07 | 7.81 | 4.30 | 2.75 | 7.36 | 9.39 | 4.45 | 7.43 | 3.49 | 6.50 | 2.85 |
| Yield(%) | NA | 2.61 | 3.27 | 3.61 | 2.65 | NA | NA | … | … | NA | 0.58 | 2.44 | 2.55 | 4.41 | 3.91 | 4.73 | 1.28 | 0.11 | 3.12 | 1.80 | 2.29 | 1.74 | 3.18 | 2.44 | 2.34 | 3.92 | 4.06 | 5.54 | 6.37 | 3.38 | 2.36 | 3.34 | 2.33 | 4.89 |
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 |
|---|---|---|---|---|
| VEDDER PRICE P.C. PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.75%
Apr 2021 – Apr 2024 |
0.82%
Sep 2017 – Sep 2022 |
3.24%
Oct 2013 – Oct 2023 |
4.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEDDER PRICE P.C. PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
12.72%
Apr 2003 – Apr 2006 |
11.64%
Oct 2002 – Oct 2007 |
9.01%
Jul 2003 – Jul 2013 |
8.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart