Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AL-SAL OIL CO. INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | -7.19% | 1.71% | 7.80% | 6.33% | 6.16% | 7.28% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AL-SAL OIL CO. INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.21 | -7.19 | 1.71 | 7.80 | 6.33 | 6.16 | 7.28 | … | … | 7.21 | -19.47 | 7.24 | 20.44 | 23.25 | 5.65 | 12.82 | 1.74 | -1.27 | 2.72 | 14.54 | 6.82 | -1.61 | 6.43 | 16.28 | -0.50 | 9.26 | 12.02 | 6.30 | 10.16 | 16.07 | 1.45 | 6.54 |
| Sharpe Ratio | NA | -0.23 | 0.07 | 0.60 | 0.64 | NA | NA | … | … | 0.60 | -1.34 | 0.84 | 2.38 | 2.25 | 0.52 | 2.96 | 0.38 | -0.26 | 0.47 | 2.29 | 1.40 | -0.16 | 0.62 | 2.14 | -0.36 | 0.68 | 1.27 | 0.77 | 1.24 | 3.06 | 0.08 | 1.16 |
| Standard Deviation(%) | NA | 13.33 | 11.52 | 10.48 | 8.37 | NA | NA | … | … | 8.75 | 15.55 | 8.62 | 8.51 | 9.69 | 8.34 | 4.12 | 4.05 | 5.02 | 5.79 | 6.35 | 4.83 | 10.39 | 10.19 | 7.55 | 3.97 | 9.20 | 6.92 | 5.36 | 7.44 | 5.03 | 4.37 | 3.66 |
| Draw Down(%) | NA | 13.15 | 26.49 | 26.49 | 26.49 | NA | NA | … | … | 5.41 | 24.83 | 4.84 | 3.98 | 0.00 | 5.92 | 2.04 | 3.26 | 5.19 | 5.36 | 5.05 | 4.19 | 11.54 | 9.23 | 3.54 | 3.37 | 6.83 | 7.96 | 4.09 | 5.96 | 3.24 | 5.57 | 2.77 |
| Yield(%) | NA | 2.87 | 4.49 | 9.70 | 6.20 | NA | NA | … | … | 0.51 | 2.34 | 2.89 | 13.13 | 23.25 | 6.66 | 0.23 | 2.18 | 5.16 | 3.88 | 2.60 | 3.99 | 2.06 | 4.21 | 4.60 | 2.88 | 4.44 | 3.81 | 2.83 | 2.80 | 3.25 | 5.29 | 6.65 |
Data as of 03/31/2023, 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 |
|---|---|---|---|---|
| AL-SAL OIL CO. INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
1.05%
Dec 2013 – Dec 2016 |
2.95%
Apr 2011 – Apr 2016 |
5.27%
Dec 2006 – Dec 2016 |
5.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AL-SAL OIL CO. INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.22%
Oct 2018 – Oct 2021 |
13.67%
Dec 2016 – Dec 2021 |
9.25%
Sep 2011 – Sep 2021 |
8.48%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart