Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 37.21% | 13.75% | 13.83% | 9.66% | 9.60% | 8.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | -0.85 | 37.21 | 13.75 | 13.83 | 9.66 | 9.60 | 8.25 | … | … | 0.74 | 23.04 | 19.88 | -2.06 | 7.25 | 21.64 | 15.35 | -3.41 | 8.36 | 6.82 | 2.28 | 4.66 | 18.52 | 10.61 | -0.53 | 10.25 | 22.24 | -21.61 | 8.62 | 9.88 | 7.92 | 11.48 | 17.95 | -2.74 | 0.62 |
| Sharpe Ratio | NA | 2.07 | 0.98 | 0.93 | 0.78 | NA | NA | … | … | 0.07 | 1.93 | 1.90 | -0.29 | 0.74 | 1.16 | 1.80 | -0.48 | 1.33 | 0.82 | 0.25 | 0.70 | 2.83 | 1.44 | -0.04 | 0.83 | 1.28 | -1.06 | 0.63 | 0.93 | 0.92 | 1.42 | 2.05 | -0.31 | -0.18 |
| Standard Deviation(%) | NA | 8.42 | 9.72 | 12.00 | 10.25 | NA | NA | … | … | 10.13 | 8.50 | 8.25 | 11.90 | 9.80 | 18.45 | 7.75 | 9.80 | 5.82 | 8.06 | 8.88 | 6.60 | 6.54 | 7.32 | 13.36 | 12.31 | 17.37 | 21.15 | 8.96 | 7.11 | 6.27 | 7.40 | 8.41 | 12.62 | 9.49 |
| Draw Down(%) | NA | 5.53 | 11.08 | 21.02 | 21.02 | NA | NA | … | … | 0.78 | 5.49 | 5.22 | 11.59 | 7.07 | 21.02 | 3.52 | 12.58 | 4.33 | 6.97 | 7.45 | 4.85 | 3.73 | 6.03 | 13.19 | 10.13 | 16.47 | 31.33 | 5.23 | 7.80 | 4.34 | 5.53 | 6.87 | 16.22 | 12.53 |
| Yield(%) | NA | 15.35 | 10.72 | 8.22 | 5.95 | NA | NA | … | … | NA | 4.52 | 14.29 | 8.68 | 3.61 | 6.36 | 2.56 | 6.23 | 0.65 | 2.87 | 5.09 | 4.03 | 2.62 | 2.03 | 1.42 | 1.96 | 1.46 | 3.02 | 5.87 | 4.49 | 3.48 | 3.69 | 1.68 | 1.78 | 2.71 |
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 |
|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.54%
Feb 2006 – Feb 2009 |
-0.29%
Feb 2004 – Feb 2009 |
5.08%
Feb 2006 – Feb 2016 |
5.24%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
23.80%
Sep 2022 – Sep 2025 |
16.84%
Mar 2020 – Mar 2025 |
11.62%
Sep 2015 – Sep 2025 |
10.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart