Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| B and D RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -1.39% | 5.21% | 2.64% | 5.15% | 6.14% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B and D RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation 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 (%) | 0.47 | -1.39 | 5.21 | 2.64 | 5.15 | 6.14 | NA | … | … | -3.39 | 11.68 | 5.51 | -5.08 | 0.12 | 15.23 | 5.42 | -1.31 | 7.00 | 15.76 | -0.43 | 7.55 | 12.64 | 5.46 | 10.31 | 16.45 | 1.45 | 6.54 |
| Sharpe Ratio | NA | -0.65 | 0.67 | 0.20 | 0.65 | NA | NA | … | … | -0.65 | 2.49 | 1.23 | -0.92 | 0.02 | 2.29 | 1.07 | -0.13 | 0.65 | 2.04 | -0.34 | 0.51 | 1.26 | 0.62 | 1.28 | 3.14 | 0.08 | 1.16 |
| Standard Deviation(%) | NA | 7.21 | 5.50 | 5.64 | 7.10 | NA | NA | … | … | 7.21 | 4.44 | 4.33 | 5.56 | 6.13 | 6.63 | 5.02 | 10.26 | 10.56 | 7.69 | 3.99 | 8.86 | 7.42 | 5.35 | 7.34 | 5.02 | 4.37 | 3.66 |
| Draw Down(%) | NA | 8.87 | 8.87 | 10.90 | 10.91 | NA | NA | … | … | 8.87 | 2.39 | 3.15 | 8.87 | 6.22 | 5.07 | 4.56 | 10.91 | 9.60 | 3.81 | 3.37 | 6.59 | 8.44 | 3.98 | 5.74 | 3.29 | 5.57 | 2.77 |
| Yield(%) | NA | 2.12 | 1.77 | 1.83 | 2.74 | NA | NA | … | … | 2.11 | 0.23 | 2.72 | 2.14 | 1.90 | 3.01 | 4.76 | 1.43 | 4.24 | 4.71 | 2.88 | 4.33 | 3.28 | 2.34 | 2.98 | 3.35 | 5.29 | 6.65 |
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 |
|---|---|---|---|---|
| B and D RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
0.09%
Dec 2013 – Dec 2016 |
2.01%
Apr 2011 – Apr 2016 |
4.78%
Dec 2006 – Dec 2016 |
6.07%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and D RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
12.50%
Apr 2003 – Apr 2006 |
11.34%
Oct 2002 – Oct 2007 |
8.73%
Apr 2001 – Apr 2011 |
7.11%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart