Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 13.67% | 11.83% | 10.26% | 11.47% | 11.20% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 13.67 | 11.83 | 10.26 | 11.47 | 11.20 | NA | … | … | 2.34 | 14.96 | 9.60 | 3.08 | 6.60 | 19.45 | 14.95 | 3.28 | 14.88 | 20.63 | 2.95 | 11.08 | 10.45 | 10.23 | 11.80 | 11.41 | 3.30 | 4.30 |
| Sharpe Ratio | NA | 0.41 | 1.05 | 0.95 | 1.24 | NA | NA | … | … | 0.12 | 2.94 | 1.15 | 0.33 | 0.89 | 2.72 | 1.96 | 0.24 | 1.59 | 2.28 | 0.34 | 0.94 | 1.06 | 1.26 | 1.64 | 1.59 | 0.39 | 0.30 |
| Standard Deviation(%) | NA | 9.38 | 7.90 | 7.99 | 8.83 | NA | NA | … | … | 9.92 | 4.87 | 8.17 | 9.19 | 7.41 | 7.13 | 7.59 | 13.70 | 9.32 | 9.00 | 5.96 | 8.61 | 6.78 | 6.41 | 6.61 | 6.73 | 5.64 | 6.56 |
| Draw Down(%) | NA | 7.61 | 8.96 | 8.98 | 11.63 | NA | NA | … | … | 7.61 | 1.76 | 7.33 | 7.18 | 5.00 | 4.96 | 4.94 | 11.63 | 8.11 | 3.92 | 5.01 | 5.05 | 6.25 | 3.62 | 5.24 | 5.56 | 3.26 | 5.81 |
| Yield(%) | NA | 4.45 | 4.99 | 4.63 | 4.50 | NA | NA | … | … | 1.23 | 5.10 | 3.73 | 6.76 | 4.78 | 3.89 | 3.83 | 2.56 | 4.35 | 4.95 | 9.12 | 6.90 | 4.34 | 3.20 | 3.70 | 3.27 | 6.89 | 8.13 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Tactical Asset Allocation Moderate |
6.09%
Oct 2001 – Oct 2004 |
7.49%
Feb 2011 – Feb 2016 |
9.12%
Sep 2001 – Sep 2011 |
9.43%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAR SUPPLY CO. INC. SAVINGS and INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.38%
Mar 2009 – Mar 2012 |
15.00%
Nov 2008 – Nov 2013 |
12.18%
Aug 2004 – Aug 2014 |
11.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart