Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Strategic Asset Allocation – Optimal Moderate | 4.51% | 23.06% | 15.64% | 7.58% | 9.37% | 7.71% | 7.21% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.14 | 23.06 | 15.64 | 7.58 | 9.37 | 7.71 | 7.21 | … | … | 4.51 | 21.39 | 9.60 | 14.45 | -15.33 | 8.62 | 16.97 | 16.48 | -3.18 | 15.07 | 5.61 | -0.01 | 3.65 | 16.56 | 10.90 | -0.73 | 12.64 | 19.56 | -21.44 | 12.34 | 11.31 | 12.01 | 11.97 | 22.68 | -1.08 | 7.27 |
| Sharpe Ratio | NA | 2.50 | 1.20 | 0.43 | 0.69 | NA | NA | … | … | 0.35 | 1.71 | 0.65 | 1.23 | -1.15 | 0.95 | 0.95 | 2.28 | -0.49 | 3.34 | 0.65 | 0.00 | 0.52 | 2.36 | 1.46 | -0.05 | 1.13 | 1.30 | -1.12 | 1.03 | 1.10 | 1.51 | 1.46 | 3.02 | -0.22 | 0.53 |
| Standard Deviation(%) | NA | 8.98 | 9.87 | 10.73 | 10.55 | NA | NA | … | … | 11.06 | 10.81 | 9.19 | 8.75 | 14.63 | 9.04 | 17.68 | 6.59 | 9.39 | 4.32 | 8.26 | 8.39 | 6.95 | 7.01 | 7.41 | 14.05 | 11.09 | 14.94 | 20.07 | 8.89 | 7.17 | 6.48 | 7.55 | 7.28 | 10.19 | 9.13 |
| Draw Down(%) | NA | 6.94 | 12.27 | 21.75 | 22.46 | NA | NA | … | … | 6.94 | 11.38 | 6.24 | 8.54 | 21.50 | 5.15 | 22.46 | 3.20 | 10.92 | 1.76 | 7.38 | 7.22 | 5.13 | 6.23 | 5.45 | 13.19 | 8.54 | 15.65 | 31.65 | 5.62 | 7.73 | 3.89 | 5.78 | 6.94 | 13.51 | 8.70 |
| Yield(%) | NA | 4.86 | 5.77 | 5.88 | 5.19 | NA | NA | … | … | NA | NA | 0.76 | 4.80 | 4.34 | 7.86 | 7.11 | 4.41 | 4.62 | 4.96 | 4.03 | 4.49 | 4.54 | 4.94 | 3.52 | 3.05 | 3.64 | 3.10 | 4.55 | 6.99 | 5.26 | 3.45 | 3.70 | 2.31 | 3.48 | 5.76 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Strategic Asset Allocation – Optimal Moderate |
-5.12%
Feb 2006 – Feb 2009 |
1.10%
Feb 2004 – Feb 2009 |
4.80%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Strategic Asset Allocation – Optimal Moderate |
17.80%
Mar 2003 – Mar 2006 |
14.50%
Feb 2009 – Feb 2014 |
9.69%
Feb 2009 – Feb 2019 |
8.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart