Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Flow Polymers 401K Strategic Asset Allocation – Optimal Moderate | NA | 20.98% | 3.95% | 6.78% | 5.33% | 6.88% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Flow Polymers 401K 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 (%) | -0.96 | 20.98 | 3.95 | 6.78 | 5.33 | 6.88 | 6.37 | … | … | 0.22 | 6.92 | 13.06 | -8.99 | 5.46 | 15.87 | 16.25 | -5.84 | 10.24 | 1.55 | -0.58 | 1.11 | 15.16 | 14.42 | -2.09 | 16.92 | 32.53 | -24.86 | 6.89 | 9.95 | 8.99 | 11.72 | 19.50 | -4.89 | -1.08 |
| Sharpe Ratio | NA | 0.19 | -0.07 | 0.31 | 0.34 | NA | NA | … | … | 0.03 | 0.04 | 1.12 | -0.81 | 0.56 | 0.90 | 1.91 | -0.71 | 2.11 | 0.15 | -0.07 | 0.15 | 2.15 | 1.70 | -0.14 | 1.39 | 1.86 | -1.19 | 0.41 | 0.93 | 1.18 | 1.65 | 2.46 | -0.56 | -0.35 |
| Standard Deviation(%) | NA | 7.38 | 9.71 | 11.67 | 10.09 | NA | NA | … | … | 4.65 | 7.56 | 7.90 | 12.78 | 9.70 | 17.41 | 7.77 | 10.06 | 4.55 | 9.15 | 8.56 | 7.20 | 7.05 | 8.45 | 15.40 | 12.13 | 17.43 | 21.74 | 9.55 | 7.22 | 5.79 | 6.55 | 7.64 | 10.69 | 9.71 |
| Draw Down(%) | NA | 5.37 | 15.97 | 24.26 | 24.26 | NA | NA | … | … | 0.33 | 5.26 | 6.89 | 15.98 | 6.17 | 24.26 | 3.76 | 14.31 | 1.77 | 8.32 | 8.26 | 5.52 | 5.84 | 6.72 | 15.76 | 8.68 | 17.25 | 35.33 | 6.31 | 8.28 | 3.94 | 5.23 | 7.47 | 14.83 | 14.52 |
| Yield(%) | NA | 3.85 | 4.61 | 5.02 | 4.43 | NA | NA | … | … | NA | 0.53 | 3.88 | 3.94 | 5.45 | 8.38 | 2.78 | 7.18 | 0.56 | 1.87 | 6.04 | 3.65 | 4.63 | 3.12 | 3.85 | 5.33 | 3.09 | 3.71 | 4.32 | 5.85 | 3.59 | 1.94 | 1.94 | 2.00 | 2.76 |
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 |
|---|---|---|---|---|
| Flow Polymers 401K Strategic Asset Allocation – Optimal Moderate |
-8.33%
Feb 2006 – Feb 2009 |
-1.47%
Feb 2004 – Feb 2009 |
3.70%
Oct 2013 – Oct 2023 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Flow Polymers 401K Strategic Asset Allocation – Optimal Moderate |
21.98%
Feb 2009 – Feb 2012 |
17.65%
Feb 2009 – Feb 2014 |
9.92%
Feb 2009 – Feb 2019 |
8.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart