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 Strategic Asset Allocation – Optimal Moderate | NA | 25.91% | 1.33% | 8.02% | 7.14% | 8.13% | 7.20% | … | … |
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 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 (%) | -0.96 | 25.91 | 1.33 | 8.02 | 7.14 | 8.13 | 7.20 | … | … | 0.50 | 9.00 | 14.55 | -17.31 | 6.40 | 24.77 | 21.77 | -5.03 | 16.06 | 3.86 | 0.69 | 7.07 | 16.05 | 12.28 | -0.56 | 11.93 | 26.19 | -24.38 | 9.10 | 10.73 | 7.31 | 12.66 | 22.81 | -7.99 | 0.37 |
| Sharpe Ratio | NA | 0.37 | -0.19 | 0.30 | 0.47 | NA | NA | … | … | 0.05 | 0.23 | 1.11 | -1.18 | 0.64 | 1.30 | 2.82 | -0.61 | 3.05 | 0.44 | 0.08 | 1.05 | 2.26 | 1.59 | -0.04 | 1.04 | 1.56 | -1.14 | 0.65 | 1.01 | 0.84 | 1.50 | 2.57 | -0.78 | -0.19 |
| Standard Deviation(%) | NA | 10.33 | 12.17 | 13.43 | 11.08 | NA | NA | … | … | 8.45 | 10.39 | 9.24 | 15.82 | 10.01 | 18.86 | 7.21 | 10.32 | 5.06 | 8.35 | 8.62 | 6.71 | 7.08 | 7.69 | 14.54 | 11.42 | 16.77 | 22.16 | 9.46 | 7.41 | 6.13 | 7.79 | 8.62 | 11.64 | 10.03 |
| Draw Down(%) | NA | 6.68 | 22.66 | 25.49 | 25.49 | NA | NA | … | … | 0.72 | 6.68 | 9.16 | 23.42 | 6.94 | 20.56 | 3.81 | 12.41 | 1.76 | 7.19 | 8.68 | 4.85 | 5.53 | 6.12 | 13.93 | 9.25 | 16.86 | 34.80 | 6.21 | 7.69 | 4.06 | 7.12 | 7.47 | 18.17 | 13.70 |
| Yield(%) | NA | 3.78 | 4.50 | 4.17 | 3.33 | NA | NA | … | … | NA | 0.53 | 3.60 | 4.50 | 4.96 | 4.92 | 2.27 | 3.83 | 0.25 | 2.27 | 3.88 | 2.31 | 4.08 | 2.81 | 2.24 | 2.50 | 2.56 | 3.57 | 7.92 | 6.38 | 3.87 | 2.61 | 2.57 | 3.01 | 3.62 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.28%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
5.39%
Dec 2006 – Dec 2016 |
5.15%
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 Strategic Asset Allocation – Optimal Moderate |
18.86%
Feb 2009 – Feb 2012 |
16.01%
Feb 2009 – Feb 2014 |
10.53%
Feb 2009 – Feb 2019 |
9.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart