Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 20.94% | 3.02% | 8.17% | 7.38% | 9.12% | 9.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation 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 (%) | -0.89 | 20.94 | 3.02 | 8.17 | 7.38 | 9.12 | 9.41 | … | … | 0.64 | 7.31 | 12.98 | -14.84 | 14.88 | 16.76 | 19.06 | -3.42 | 13.46 | 7.97 | -0.49 | 9.11 | 17.46 | 13.23 | 4.97 | 17.72 | 13.33 | 3.00 | 10.88 | 12.84 | 7.21 | 15.12 | 13.53 | -4.29 | -1.74 |
| Sharpe Ratio | NA | 0.17 | -0.19 | 0.32 | 0.47 | NA | NA | … | … | 0.06 | 0.07 | 1.01 | -1.06 | 1.32 | 0.86 | 2.58 | -0.44 | 2.22 | 0.92 | -0.06 | 1.22 | 2.26 | 1.69 | 0.34 | 1.56 | 1.31 | 0.29 | 0.77 | 1.17 | 0.75 | 1.84 | 1.47 | -0.72 | -0.52 |
| Standard Deviation(%) | NA | 9.91 | 11.67 | 13.45 | 11.19 | NA | NA | … | … | 9.13 | 9.93 | 8.68 | 15.33 | 11.25 | 19.15 | 6.85 | 10.82 | 5.79 | 8.41 | 9.02 | 7.48 | 7.70 | 7.78 | 14.31 | 11.31 | 10.08 | 7.21 | 10.22 | 8.16 | 6.73 | 7.71 | 8.71 | 7.45 | 7.84 |
| Draw Down(%) | NA | 7.20 | 19.41 | 20.96 | 20.96 | NA | NA | … | … | 0.70 | 7.20 | 7.66 | 20.51 | 6.01 | 20.96 | 3.26 | 13.87 | 2.67 | 6.13 | 9.39 | 4.51 | 4.78 | 5.32 | 11.57 | 8.55 | 5.43 | 5.45 | 6.91 | 8.86 | 4.44 | 7.96 | 7.90 | 8.29 | 11.40 |
| Yield(%) | NA | 6.67 | 6.59 | 6.21 | 4.86 | NA | NA | … | … | NA | 1.46 | 6.59 | 4.71 | 7.55 | 5.02 | 7.51 | 3.16 | 2.13 | 3.91 | 2.56 | 5.94 | 4.45 | 3.59 | 2.62 | 2.25 | 3.84 | 5.28 | 8.72 | 5.60 | 5.30 | 3.11 | 2.77 | 2.20 | 5.11 |
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 |
|---|---|---|---|---|
| HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.07%
Dec 2021 – Dec 2024 |
3.92%
Mar 2015 – Mar 2020 |
6.34%
Oct 2013 – Oct 2023 |
7.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.88%
Dec 2018 – Dec 2021 |
14.50%
Jun 2009 – Jun 2014 |
12.37%
Apr 2003 – Apr 2013 |
10.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart