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 Strategic Asset Allocation – Optimal Moderate | NA | -0.06% | 6.84% | 7.18% | 10.22% | 7.90% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN SUGAR HOURLY SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.13 | -0.06 | 6.84 | 7.18 | 10.22 | 7.90 | NA | … | … | -4.99 | 9.97 | 9.42 | 3.60 | 9.38 | 20.44 | 15.29 | 1.88 | 11.41 | 24.36 | -22.71 | 7.26 | 10.46 | 8.24 | 11.90 | 21.23 | -2.35 | 10.17 |
| Sharpe Ratio | NA | -0.64 | 0.50 | 0.62 | 0.95 | NA | NA | … | … | -0.64 | 1.96 | 1.19 | 0.38 | 1.39 | 2.89 | 2.00 | 0.13 | 1.04 | 1.47 | -1.04 | 0.49 | 1.12 | 1.05 | 1.68 | 2.23 | -0.27 | 0.83 |
| Standard Deviation(%) | NA | 9.82 | 7.72 | 7.87 | 10.02 | NA | NA | … | … | 9.82 | 4.76 | 7.72 | 9.28 | 6.73 | 7.07 | 7.63 | 14.00 | 10.91 | 16.48 | 22.70 | 8.71 | 6.37 | 5.78 | 6.52 | 9.21 | 12.67 | 9.49 |
| Draw Down(%) | NA | 13.70 | 13.70 | 13.70 | 17.93 | NA | NA | … | … | 13.70 | 2.39 | 6.73 | 6.86 | 4.89 | 5.11 | 5.25 | 12.60 | 9.51 | 17.93 | 33.23 | 5.31 | 5.31 | 3.53 | 5.21 | 8.65 | 16.12 | 9.27 |
| Yield(%) | NA | 5.55 | 3.25 | 3.86 | 3.81 | NA | NA | … | … | 5.52 | 0.95 | 3.22 | 6.85 | 2.79 | 4.14 | 3.84 | 2.29 | 4.15 | 3.92 | 4.18 | 5.59 | 5.33 | 3.48 | 3.79 | 3.78 | 4.14 | 6.69 |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate |
-7.16%
Feb 2006 – Feb 2009 |
-1.08%
Feb 2004 – Feb 2009 |
6.33%
Sep 2001 – Sep 2011 |
7.65%
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 Strategic Asset Allocation – Optimal Moderate |
19.38%
Feb 2009 – Feb 2012 |
17.39%
Feb 2009 – Feb 2014 |
10.72%
Nov 2008 – Nov 2018 |
9.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart