Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 3.57% | 8.65% | 8.43% | 6.17% | NA | NA | … | … |
Data as of 10/30/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 3.57 | 8.65 | 8.43 | 6.17 | NA | NA | … | … | 0.73 | 6.45 | 16.58 | 11.90 | 1.67 | 13.37 | 20.30 | -25.58 | 8.53 | 9.87 | 7.91 | 12.74 | 23.66 | -8.22 | -0.37 |
| Sharpe Ratio | NA | 0.09 | 1.07 | 0.85 | 0.41 | NA | NA | … | … | 0.09 | 0.98 | 2.45 | 1.69 | 0.13 | 1.24 | 1.18 | -1.18 | 0.63 | 0.93 | 0.89 | 1.44 | 2.64 | -0.80 | -0.24 |
| Standard Deviation(%) | NA | 8.12 | 7.18 | 8.57 | 11.88 | NA | NA | … | … | 8.12 | 6.56 | 6.76 | 7.01 | 12.79 | 10.70 | 17.06 | 22.52 | 8.75 | 7.10 | 6.48 | 8.22 | 8.69 | 11.71 | 11.26 |
| Draw Down(%) | NA | 7.27 | 7.27 | 11.00 | 39.30 | NA | NA | … | … | 7.27 | 4.34 | 5.21 | 5.44 | 11.00 | 8.20 | 17.61 | 35.94 | 5.47 | 7.73 | 4.43 | 7.48 | 6.82 | 16.68 | 15.87 |
| Yield(%) | NA | 6.31 | 4.50 | 3.75 | 3.69 | NA | NA | … | … | 6.32 | 3.75 | 3.43 | 2.84 | 2.25 | 2.20 | 2.43 | 3.20 | 5.67 | 4.45 | 3.32 | 3.60 | 2.39 | 2.64 | 2.72 |
Data as of 10/30/2015, 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 |
|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moder |
-8.84%
Feb 2006 – Feb 2009 |
-1.96%
Feb 2004 – Feb 2009 |
5.44%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHOLASTIC CORPORATION 401(k) SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation – Optimal Moder |
18.78%
Feb 2009 – Feb 2012 |
15.96%
Feb 2009 – Feb 2014 |
8.26%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart