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 Strategic Asset Allocation – Optimal Moderate | NA | 29.21% | 5.08% | 8.62% | 7.72% | 8.99% | 7.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B and G MANUFACTURING 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.23 | 29.21 | 5.08 | 8.62 | 7.72 | 8.99 | 7.79 | … | … | 0.85 | 13.04 | 16.15 | -11.55 | 5.11 | 18.06 | 20.09 | -3.18 | 11.59 | 6.09 | 3.95 | 8.90 | 19.66 | 12.83 | 1.41 | 11.85 | 25.02 | -23.42 | 9.92 | 9.17 | 7.63 | 7.06 | 18.48 | -8.86 | -0.65 |
| Sharpe Ratio | NA | 0.75 | 0.20 | 0.43 | 0.59 | NA | NA | … | … | 0.07 | 0.59 | 1.46 | -1.40 | 0.86 | 0.89 | 2.55 | -0.45 | 2.26 | 0.72 | 0.40 | 1.24 | 2.83 | 1.69 | 0.10 | 1.11 | 1.56 | -1.10 | 0.78 | 0.88 | 0.92 | 0.92 | 1.84 | -0.74 | -0.21 |
| Standard Deviation(%) | NA | 10.83 | 9.52 | 11.89 | 10.21 | NA | NA | … | … | 11.59 | 10.85 | 8.15 | 9.26 | 5.93 | 19.97 | 7.33 | 10.02 | 4.84 | 8.19 | 9.70 | 7.16 | 6.93 | 7.56 | 13.90 | 10.59 | 15.98 | 22.17 | 8.88 | 6.71 | 5.92 | 6.64 | 9.67 | 13.49 | 13.79 |
| Draw Down(%) | NA | 6.20 | 13.27 | 22.03 | 22.03 | NA | NA | … | … | 0.96 | 6.20 | 7.72 | 14.38 | 3.21 | 22.03 | 3.79 | 12.49 | 2.62 | 7.54 | 7.43 | 4.58 | 4.73 | 5.75 | 12.25 | 8.73 | 16.00 | 33.19 | 5.81 | 6.12 | 3.68 | 5.31 | 6.80 | 16.74 | 15.51 |
| Yield(%) | NA | 4.99 | 3.53 | 3.37 | 3.53 | NA | NA | … | … | NA | 0.44 | 5.65 | 1.95 | 2.77 | 3.48 | 3.12 | 3.72 | 0.33 | 2.27 | 7.64 | 4.92 | 4.13 | 2.59 | 2.43 | 2.71 | 3.34 | 5.11 | 6.00 | 3.86 | 2.59 | 3.28 | 2.51 | 3.68 | 3.01 |
Data as of 10/31/2024, 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 Strategic Asset Allocation – Optimal Moderate |
-6.26%
Feb 2006 – Feb 2009 |
-1.20%
Feb 2004 – Feb 2009 |
4.94%
Jun 2001 – Jun 2011 |
5.96%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B and G MANUFACTURING 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
18.52%
Feb 2009 – Feb 2012 |
16.54%
Feb 2009 – Feb 2014 |
11.33%
Feb 2009 – Feb 2019 |
10.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart