Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| B and G MANUFACTURING 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 5.98% | 4.71% | 6.42% | 7.13% | 9.19% | 8.88% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B and G MANUFACTURING 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 5.98 | 4.71 | 6.42 | 7.13 | 9.19 | 8.88 | … | … | 2.85 | 17.74 | -14.47 | 14.66 | 12.22 | 20.98 | -2.56 | 16.62 | 7.36 | 1.93 | 9.22 | 20.20 | 14.25 | 1.06 | 13.60 | 18.64 | 2.95 | 11.91 | 9.66 | 6.72 | 8.11 | 14.82 | 9.09 | -0.05 |
| Sharpe Ratio | NA | 1.48 | 0.34 | 0.59 | 0.67 | NA | NA | … | … | 0.32 | 1.48 | -1.01 | 1.50 | 0.64 | 2.86 | -0.38 | 3.50 | 0.83 | 0.20 | 1.24 | 2.71 | 1.87 | 0.07 | 1.31 | 2.54 | 0.34 | 1.00 | 0.93 | 0.73 | 1.03 | 2.27 | 2.16 | -0.27 |
| Standard Deviation(%) | NA | 8.97 | 11.81 | 12.78 | 10.81 | NA | NA | … | … | 7.90 | 9.14 | 15.65 | 9.73 | 18.69 | 6.83 | 10.32 | 4.56 | 8.61 | 9.62 | 7.41 | 7.43 | 7.59 | 15.12 | 10.34 | 7.31 | 5.96 | 8.91 | 6.86 | 6.26 | 6.93 | 6.22 | 3.71 | 8.67 |
| Draw Down(%) | NA | 6.20 | 18.25 | 21.28 | 21.28 | NA | NA | … | … | 1.64 | 6.20 | 17.66 | 4.86 | 21.28 | 3.48 | 12.08 | 1.77 | 8.43 | 8.07 | 4.93 | 5.19 | 5.56 | 13.20 | 8.34 | 3.75 | 5.01 | 5.32 | 6.62 | 4.36 | 5.26 | 3.83 | 2.37 | 11.85 |
| Yield(%) | NA | 4.71 | 3.61 | 3.60 | 4.06 | NA | NA | … | … | 0.00 | 4.96 | 0.71 | 5.38 | 3.87 | 3.47 | 3.94 | 4.53 | 4.13 | 5.70 | 4.29 | 4.67 | 3.84 | 2.07 | 4.20 | 5.58 | 9.12 | 5.95 | 2.51 | 2.31 | 2.56 | 3.15 | 8.17 | 7.04 |
Data as of 10/31/2023, 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 G MANUFACTURING 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
3.25%
Dec 2019 – Dec 2022 |
5.22%
Feb 2018 – Feb 2023 |
7.13%
Oct 2013 – Oct 2023 |
8.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and G MANUFACTURING 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
15.90%
Dec 2018 – Dec 2021 |
13.95%
Feb 2009 – Feb 2014 |
11.33%
Sep 2011 – Sep 2021 |
10.94%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart