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 Strategic Asset Allocation – Optimal Moderate | NA | -3.23% | 4.44% | 4.87% | 8.93% | 6.85% | 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 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 (%) | 1.21 | -3.23 | 4.44 | 4.87 | 8.93 | 6.85 | NA | … | … | -5.01 | 12.15 | 4.84 | 3.18 | 5.65 | 16.50 | 15.62 | -0.66 | 13.48 | 24.53 | -23.34 | 8.91 | 11.09 | 9.56 | 10.01 | 11.39 | 5.25 | 2.75 |
| Sharpe Ratio | NA | -0.77 | 0.42 | 0.49 | 0.83 | NA | NA | … | … | -0.77 | 2.73 | 0.57 | 0.37 | 0.87 | 2.29 | 1.96 | -0.05 | 1.16 | 1.45 | -1.07 | 0.68 | 1.13 | 1.33 | 1.32 | 2.61 | 1.01 | 0.08 |
| Standard Deviation(%) | NA | 8.27 | 7.15 | 7.32 | 10.17 | NA | NA | … | … | 8.27 | 4.22 | 8.16 | 8.57 | 6.45 | 7.18 | 7.95 | 15.35 | 11.52 | 16.87 | 22.71 | 8.70 | 6.92 | 5.55 | 6.84 | 4.11 | 4.11 | 5.34 |
| Draw Down(%) | NA | 10.66 | 10.66 | 10.66 | 18.45 | NA | NA | … | … | 10.66 | 1.86 | 7.64 | 7.64 | 5.18 | 6.35 | 6.27 | 15.08 | 9.35 | 18.45 | 35.13 | 5.29 | 7.03 | 3.66 | 5.45 | 4.23 | 2.87 | 3.38 |
| Yield(%) | NA | 2.45 | 1.98 | 3.40 | 3.76 | NA | NA | … | … | 2.44 | 0.38 | 3.08 | 6.88 | 4.23 | 4.15 | 4.16 | 3.36 | 4.35 | 4.17 | 4.63 | 5.33 | 4.38 | 2.87 | 2.98 | 4.78 | 6.87 | 7.12 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.11%
Feb 2006 – Feb 2009 |
-0.77%
Feb 2004 – Feb 2009 |
5.73%
Sep 2001 – Sep 2011 |
6.71%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and D RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.55%
Feb 2009 – Feb 2012 |
16.87%
Feb 2009 – Feb 2014 |
9.47%
Nov 2008 – Nov 2018 |
7.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart