Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 1.79% | 7.26% | 5.73% | 6.00% | 7.85% | 6.72% | … | … |
Data as of 06/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 09/17/2025 |
| 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 (%) | 1.72 | 1.79 | 7.26 | 5.73 | 6.00 | 7.85 | 6.72 | … | … | 7.29 | 5.95 | 10.77 | -15.32 | 8.62 | 17.14 | 20.80 | -5.44 | 13.69 | 6.62 | -0.08 | 8.69 | 16.15 | 14.41 | 1.68 | 15.87 | 26.73 | -26.01 | 6.91 | 11.17 | 8.37 | 11.96 | 18.96 | -8.22 | 8.99 |
| Sharpe Ratio | NA | -0.08 | 0.64 | 0.33 | 0.49 | NA | NA | … | … | 0.42 | 0.35 | 0.77 | -1.20 | 0.91 | 0.83 | 2.78 | -0.70 | 3.22 | 0.79 | -0.01 | 1.40 | 2.37 | 2.00 | 0.11 | 1.40 | 1.44 | -1.15 | 0.40 | 1.16 | 0.98 | 1.62 | 1.98 | -0.76 | 0.53 |
| Standard Deviation(%) | NA | 11.22 | 9.88 | 10.17 | 10.68 | NA | NA | … | … | 12.39 | 6.56 | 9.25 | 13.94 | 9.43 | 20.43 | 6.94 | 9.77 | 4.04 | 8.10 | 8.07 | 6.21 | 6.80 | 7.16 | 15.06 | 11.30 | 18.50 | 23.52 | 9.42 | 6.67 | 6.25 | 6.77 | 9.23 | 12.28 | 12.49 |
| Draw Down(%) | NA | 16.74 | 16.74 | 22.00 | 26.43 | NA | NA | … | … | 15.97 | 8.62 | 10.52 | 22.00 | 6.46 | 26.43 | 2.82 | 13.36 | 1.89 | 7.67 | 7.05 | 4.81 | 6.01 | 5.48 | 13.68 | 8.39 | 17.99 | 36.74 | 6.27 | 6.79 | 4.16 | 5.10 | 6.67 | 19.57 | 13.74 |
| Yield(%) | NA | 4.64 | 4.05 | 4.10 | 4.95 | NA | NA | … | … | NA | 0.58 | 4.64 | 2.98 | 3.92 | 4.60 | 3.81 | 6.57 | 8.07 | 3.49 | 6.01 | 5.73 | 3.44 | 2.51 | 2.78 | 1.99 | 3.54 | 5.07 | 5.80 | 5.57 | 5.01 | 3.07 | 0.70 | 1.94 | 3.09 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-9.22%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
4.82%
Oct 2013 – Oct 2023 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.97%
Feb 2009 – Feb 2012 |
18.35%
Feb 2009 – Feb 2014 |
11.88%
Feb 2009 – Feb 2019 |
10.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart