Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Strategic Asset Allocation – Optimal Moderate | NA | 24.63% | 2.96% | 7.56% | 6.61% | 7.56% | 6.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES 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 (%) | -0.81 | 24.63 | 2.96 | 7.56 | 6.61 | 7.56 | 6.84 | … | … | 0.51 | 9.02 | 14.92 | -14.27 | 6.71 | 22.23 | 18.44 | -2.33 | 6.63 | 4.90 | 2.24 | 2.67 | 15.76 | 10.61 | 0.43 | 14.59 | 22.55 | -23.75 | 11.45 | 12.56 | 7.25 | 11.51 | 20.55 | -1.72 | 12.40 |
| Sharpe Ratio | NA | 0.46 | -0.08 | 0.37 | 0.46 | NA | NA | … | … | 0.05 | 0.28 | 1.16 | -1.14 | 0.74 | 1.20 | 2.26 | -0.35 | 1.13 | 0.60 | 0.26 | 0.41 | 2.27 | 1.50 | 0.03 | 1.28 | 1.30 | -1.19 | 0.98 | 1.32 | 0.86 | 1.49 | 2.47 | -0.27 | 0.96 |
| Standard Deviation(%) | NA | 8.57 | 10.76 | 12.38 | 10.46 | NA | NA | … | … | 8.77 | 8.63 | 9.17 | 13.69 | 8.99 | 18.36 | 7.55 | 10.54 | 5.29 | 7.88 | 8.41 | 6.55 | 6.92 | 7.04 | 14.31 | 11.30 | 17.30 | 20.82 | 8.63 | 7.01 | 5.94 | 7.09 | 8.04 | 10.54 | 10.51 |
| Draw Down(%) | NA | 5.11 | 20.00 | 21.46 | 21.46 | NA | NA | … | … | 0.77 | 5.11 | 8.25 | 21.06 | 6.02 | 20.33 | 2.89 | 13.80 | 5.03 | 8.07 | 7.50 | 4.61 | 5.91 | 5.14 | 13.82 | 8.80 | 18.09 | 33.93 | 5.93 | 7.50 | 3.71 | 6.34 | 7.30 | 15.18 | 10.41 |
| Yield(%) | NA | 4.73 | 4.01 | 4.14 | 3.86 | NA | NA | … | … | NA | 0.62 | 4.75 | 3.55 | 3.54 | 5.57 | 2.56 | 5.74 | 0.44 | 3.50 | 4.30 | 4.07 | 4.27 | 4.82 | 2.45 | 3.73 | 3.07 | 4.56 | 5.89 | 6.06 | 2.98 | 4.10 | 2.42 | 3.62 | 7.80 |
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 |
|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Strategic Asset Allocati |
-6.51%
Feb 2006 – Feb 2009 |
-0.55%
Feb 2004 – Feb 2009 |
4.66%
Oct 2013 – Oct 2023 |
4.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Strategic Asset Allocati |
18.84%
Feb 2009 – Feb 2012 |
15.61%
Feb 2009 – Feb 2014 |
9.82%
Feb 2009 – Feb 2019 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart