Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SUGAR HOURLY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 9.77% | 9.58% | 8.75% | 10.60% | 10.33% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN SUGAR HOURLY SAVINGS AND INVESTMENT PLAN 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 (%) | 0.71 | 9.77 | 9.58 | 8.75 | 10.60 | 10.33 | NA | … | … | 1.33 | 10.34 | 8.92 | 2.00 | 7.46 | 19.29 | 15.25 | 1.28 | 15.68 | 20.32 | 2.79 | 7.14 | 9.12 | 7.28 | 14.62 | 13.64 | 1.51 | 9.28 |
| Sharpe Ratio | NA | 0.24 | 0.82 | 0.81 | 1.20 | NA | NA | … | … | 0.02 | 2.11 | 1.13 | 0.22 | 1.05 | 2.85 | 1.98 | 0.10 | 1.76 | 2.36 | 0.31 | 0.48 | 0.92 | 0.82 | 2.06 | 1.84 | 0.07 | 1.08 |
| Standard Deviation(%) | NA | 9.18 | 7.61 | 7.68 | 8.47 | NA | NA | … | … | 9.76 | 4.60 | 7.71 | 8.85 | 7.12 | 6.77 | 7.67 | 12.90 | 8.86 | 8.59 | 5.97 | 8.63 | 6.38 | 6.21 | 6.65 | 7.03 | 5.52 | 6.44 |
| Draw Down(%) | NA | 7.57 | 8.28 | 8.28 | 11.83 | NA | NA | … | … | 7.57 | 2.38 | 6.56 | 7.15 | 5.12 | 4.88 | 5.44 | 11.83 | 8.29 | 3.86 | 5.01 | 5.99 | 6.38 | 4.50 | 5.60 | 6.55 | 3.87 | 4.98 |
| Yield(%) | NA | 3.94 | 4.01 | 4.15 | 4.52 | NA | NA | … | … | 1.13 | 5.01 | 3.10 | 4.58 | 5.02 | 5.54 | 4.12 | 3.17 | 4.26 | 5.09 | 9.12 | 5.33 | 4.00 | 4.43 | 5.52 | 3.57 | 5.25 | 8.46 |
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 |
|---|---|---|---|---|
| AMERICAN SUGAR HOURLY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
5.55%
Jan 2006 – Jan 2009 |
6.44%
Oct 2013 – Oct 2018 |
8.54%
Sep 2001 – Sep 2011 |
9.09%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN SUGAR HOURLY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.36%
Sep 2011 – Sep 2014 |
14.68%
Nov 2008 – Nov 2013 |
11.59%
Apr 2003 – Apr 2013 |
10.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart