Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCRIPPS RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | -49.28% | -22.84% | -8.21% | -0.06% | 4.85% | 6.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCRIPPS RETIREMENT 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 (%) | -0.60 | -49.28 | -22.84 | -8.21 | -0.06 | 4.85 | 6.09 | … | … | 1.01 | 8.55 | 18.82 | -15.51 | 19.81 | 11.82 | 18.97 | -3.11 | 26.42 | 8.85 | 0.36 | 13.61 | 34.11 | 13.97 | -3.91 | 14.47 | 18.24 | 2.45 | 10.21 | 13.39 | 7.50 | 14.82 | 17.42 | -11.65 | -11.08 |
| Sharpe Ratio | NA | 0.02 | -0.01 | 0.09 | 0.17 | NA | NA | … | … | 0.16 | 0.01 | 1.22 | -0.99 | 1.52 | 0.44 | 1.22 | -0.29 | 3.55 | 0.72 | 0.02 | 1.17 | 3.17 | 1.15 | -0.19 | 0.89 | 1.41 | 0.16 | 0.48 | 0.90 | 0.53 | 1.59 | 2.18 | -1.79 | -1.72 |
| Standard Deviation(%) | NA | 131.25 | 76.78 | 60.82 | 43.93 | NA | NA | … | … | 5.83 | 131.26 | 11.95 | 17.09 | 13.04 | 26.25 | 14.39 | 15.43 | 7.26 | 11.97 | 13.55 | 11.61 | 10.75 | 12.08 | 20.35 | 16.21 | 12.84 | 9.44 | 15.08 | 11.22 | 10.03 | 8.73 | 7.68 | 7.13 | 7.77 |
| Draw Down(%) | NA | 61.27 | 61.27 | 61.27 | 61.27 | NA | NA | … | … | 0.17 | 61.27 | 9.21 | 20.21 | 5.72 | 28.15 | 10.39 | 16.19 | 2.82 | 9.77 | 11.93 | 8.02 | 6.15 | 9.60 | 18.77 | 13.79 | 8.62 | 7.78 | 9.33 | 10.29 | 6.88 | 5.92 | 3.10 | 14.48 | 12.64 |
| Yield(%) | NA | 5.72 | 7.61 | 7.07 | 5.86 | NA | NA | … | … | NA | 0.00 | 6.39 | 5.73 | 11.54 | 6.79 | 5.93 | 4.66 | 5.00 | 4.53 | 5.02 | 5.66 | 4.86 | 2.48 | 3.49 | 2.38 | 1.46 | 4.14 | 5.33 | 5.22 | 3.15 | 1.30 | 0.74 | 0.79 | 2.22 |
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 |
|---|---|---|---|---|
| SCRIPPS RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-22.67%
Oct 2021 – Oct 2024 |
-8.21%
Oct 2019 – Oct 2024 |
-0.06%
Oct 2014 – Oct 2024 |
4.87%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRIPPS RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
21.29%
Sep 2011 – Sep 2014 |
17.45%
Jun 2009 – Jun 2014 |
14.23%
Sep 2008 – Sep 2018 |
12.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart