Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NELSON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 35.24% | 4.63% | 9.78% | 6.55% | 6.87% | 6.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NELSON RETIREMENT AND SAVINGS 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 (%) | -1.24 | 35.24 | 4.63 | 9.78 | 6.55 | 6.87 | 6.98 | … | … | 1.03 | 13.52 | 27.00 | -25.85 | 18.94 | 20.64 | 14.33 | -7.82 | 7.65 | 3.71 | 0.86 | 2.97 | 15.62 | 7.78 | 1.80 | 6.16 | 15.46 | 0.44 | 8.45 | 8.58 | 3.92 | 7.31 | 11.96 | 5.82 | 6.54 |
| Sharpe Ratio | NA | 0.60 | -0.01 | 0.45 | 0.42 | NA | NA | … | … | 0.07 | 0.46 | 2.05 | -1.34 | 1.47 | 2.09 | 2.41 | -0.92 | 2.00 | 1.14 | 0.20 | 0.43 | 2.74 | 1.71 | 0.32 | 0.77 | 2.72 | -0.12 | 0.76 | 1.11 | 0.37 | 1.24 | 2.48 | 1.80 | 1.16 |
| Standard Deviation(%) | NA | 15.04 | 15.98 | 14.37 | 10.94 | NA | NA | … | … | 13.79 | 15.05 | 11.09 | 20.37 | 12.87 | 9.76 | 5.37 | 9.88 | 3.50 | 3.08 | 4.10 | 6.87 | 5.70 | 4.50 | 5.49 | 7.87 | 5.65 | 3.94 | 7.20 | 4.80 | 4.68 | 5.15 | 4.54 | 2.62 | 3.66 |
| Draw Down(%) | NA | 9.97 | 26.87 | 29.23 | 29.23 | NA | NA | … | … | 1.11 | 9.97 | 9.11 | 28.97 | 6.00 | 7.84 | 1.64 | 15.79 | 2.50 | 2.10 | 4.12 | 4.69 | 4.18 | 3.94 | 4.48 | 8.10 | 2.57 | 3.35 | 4.62 | 3.77 | 3.44 | 4.46 | 3.64 | 1.60 | 2.77 |
| Yield(%) | NA | 7.26 | 8.03 | 6.88 | 5.71 | NA | NA | … | … | NA | 0.50 | 7.74 | 3.13 | 12.91 | 5.95 | 5.40 | 6.63 | 0.32 | 4.09 | 5.38 | 6.34 | 5.25 | 4.71 | 1.97 | 4.40 | 4.88 | 2.90 | 3.14 | 5.36 | 3.86 | 4.14 | 3.36 | 5.51 | 6.65 |
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 |
|---|---|---|---|---|
| NELSON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
0.96%
Dec 2015 – Dec 2018 |
1.34%
Dec 2013 – Dec 2018 |
3.94%
Oct 2013 – Oct 2023 |
4.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELSON RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
17.94%
Dec 2018 – Dec 2021 |
10.92%
Nov 2019 – Nov 2024 |
8.13%
Dec 2011 – Dec 2021 |
7.53%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart