Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 31.12% | 5.35% | 10.68% | 8.67% | 9.95% | 8.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT 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 (%) | -1.07 | 31.12 | 5.35 | 10.68 | 8.67 | 9.95 | 8.60 | … | … | 0.83 | 15.85 | 16.72 | -12.09 | 3.72 | 30.10 | 13.47 | -2.08 | 14.55 | 6.48 | 2.39 | 9.28 | 20.37 | 14.73 | 2.85 | 12.63 | 23.11 | -22.51 | 10.28 | 8.80 | 8.93 | 12.31 | 20.06 | -0.50 | 3.91 |
| Sharpe Ratio | NA | 0.93 | 0.28 | 0.73 | 0.73 | NA | NA | … | … | 0.07 | 0.86 | 1.41 | -1.49 | 0.43 | 2.30 | 2.17 | -0.29 | 3.05 | 0.77 | 0.26 | 1.37 | 2.88 | 1.98 | 0.20 | 1.19 | 1.52 | -1.05 | 0.84 | 0.80 | 1.11 | 1.70 | 2.40 | -0.15 | 0.19 |
| Standard Deviation(%) | NA | 10.83 | 9.65 | 10.23 | 9.25 | NA | NA | … | … | 11.35 | 10.81 | 8.86 | 9.04 | 8.52 | 13.00 | 5.55 | 11.66 | 4.57 | 8.12 | 9.08 | 6.74 | 7.06 | 7.40 | 13.85 | 10.50 | 15.14 | 22.24 | 8.62 | 6.90 | 6.10 | 6.70 | 8.08 | 10.72 | 8.52 |
| Draw Down(%) | NA | 6.47 | 15.42 | 19.33 | 19.33 | NA | NA | … | … | 0.95 | 6.47 | 7.16 | 16.30 | 5.73 | 10.80 | 3.85 | 14.34 | 1.55 | 7.87 | 7.09 | 4.83 | 5.12 | 4.81 | 11.85 | 8.45 | 16.25 | 32.84 | 5.35 | 6.66 | 3.46 | 5.01 | 6.67 | 11.53 | 9.32 |
| Yield(%) | NA | 3.71 | 3.20 | 4.56 | 5.01 | NA | NA | … | … | NA | 0.78 | 4.32 | 3.59 | 1.68 | 9.81 | 3.15 | 6.55 | 5.91 | 5.12 | 6.71 | 3.66 | 4.10 | 4.02 | 2.47 | 3.98 | 3.74 | 4.46 | 7.09 | 5.54 | 3.38 | 3.66 | 3.00 | 5.30 | 5.07 |
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 |
|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-6.31%
Feb 2006 – Feb 2009 |
-0.23%
Feb 2004 – Feb 2009 |
6.65%
Sep 2001 – Sep 2011 |
6.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
19.14%
Feb 2009 – Feb 2012 |
17.29%
Feb 2009 – Feb 2014 |
11.96%
Sep 2011 – Sep 2021 |
11.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart