Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 7.03% | 8.94% | 8.62% | 10.13% | 10.52% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 7.03 | 8.94 | 8.62 | 10.13 | 10.52 | NA | … | … | -2.82 | 12.13 | 9.02 | 2.72 | 7.79 | 18.78 | 16.76 | -0.19 | 14.33 | 18.12 | 2.34 | 11.98 | 11.46 | 10.57 | 11.80 | 13.14 | -2.03 | 4.06 |
| Sharpe Ratio | NA | -0.24 | 0.71 | 0.77 | 1.04 | NA | NA | … | … | -0.46 | 2.59 | 1.01 | 0.31 | 1.04 | 2.57 | 2.07 | -0.01 | 1.39 | 1.88 | 0.24 | 0.90 | 1.13 | 1.27 | 1.36 | 1.74 | -0.52 | 0.26 |
| Standard Deviation(%) | NA | 8.17 | 7.56 | 7.69 | 9.19 | NA | NA | … | … | 8.61 | 4.43 | 8.73 | 8.75 | 7.45 | 7.31 | 8.07 | 15.34 | 10.26 | 9.60 | 5.94 | 9.95 | 7.22 | 6.61 | 7.97 | 7.13 | 5.98 | 6.65 |
| Draw Down(%) | NA | 8.67 | 8.96 | 9.33 | 15.19 | NA | NA | … | … | 8.67 | 2.15 | 7.32 | 7.64 | 5.11 | 5.14 | 5.75 | 15.19 | 8.26 | 4.57 | 5.01 | 6.90 | 8.33 | 4.74 | 7.20 | 5.82 | 5.65 | 5.93 |
| Yield(%) | NA | 2.64 | 4.58 | 4.70 | 4.71 | NA | NA | … | … | 0.80 | 4.02 | 4.99 | 5.96 | 6.17 | 3.84 | 4.77 | 3.08 | 4.43 | 5.29 | 9.00 | 8.90 | 6.53 | 2.85 | 3.13 | 3.38 | 5.22 | 8.11 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Tactical Asset Allocation Moderate |
4.34%
Aug 2001 – Aug 2004 |
6.07%
Oct 2013 – Oct 2018 |
8.19%
Sep 2001 – Sep 2011 |
8.98%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Tactical Asset Allocation Moderate |
16.31%
Sep 2011 – Sep 2014 |
14.01%
Feb 2009 – Feb 2014 |
12.09%
Aug 2004 – Aug 2014 |
10.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart