Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Commerce Bancshares Inc 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 24.71% | 3.59% | 7.59% | 5.89% | 7.03% | 8.16% | 7.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Commerce Bancshares Inc 401(k) Profit Sharing 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 | Inception | YTD | 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 (%) | -1.10 | 24.71 | 3.59 | 7.59 | 5.89 | 7.03 | 8.16 | 7.87 | NA | 10.45 | 13.81 | -12.66 | 13.51 | 11.29 | 15.36 | -7.84 | 9.20 | 11.01 | -3.89 | 7.81 | 11.84 | 12.27 | 4.92 | 9.53 | 16.53 | 4.41 | 14.07 | 10.27 | 8.20 | 14.62 | 12.95 | -3.07 | 1.92 |
| Sharpe Ratio | NA | 0.59 | 0.02 | 0.33 | 0.37 | NA | NA | 0.67 | 0.05 | 0.42 | 1.14 | -1.02 | 1.10 | 0.59 | 2.07 | -0.94 | 1.90 | 1.24 | -0.48 | 1.07 | 1.71 | 1.51 | 0.38 | 0.87 | 1.80 | 1.08 | 1.12 | 0.83 | 0.83 | 1.69 | 1.55 | -0.72 | -0.07 |
| Standard Deviation(%) | NA | 9.03 | 10.64 | 13.03 | 10.72 | NA | NA | 9.36 | 8.20 | 9.10 | 8.37 | 13.71 | 12.29 | 18.85 | 6.75 | 9.76 | 4.50 | 8.70 | 8.12 | 7.26 | 6.91 | 8.09 | 12.99 | 10.80 | 9.13 | 3.23 | 9.87 | 8.38 | 7.30 | 8.11 | 7.90 | 5.80 | 5.23 |
| Draw Down(%) | NA | 5.78 | 16.87 | 21.52 | 21.52 | NA | NA | 21.52 | 0.51 | 5.78 | 7.03 | 18.61 | 5.45 | 21.52 | 3.05 | 15.38 | 2.19 | 5.92 | 8.91 | 5.53 | 5.66 | 5.70 | 12.19 | 9.02 | 5.13 | 1.75 | 7.43 | 10.22 | 5.30 | 8.03 | 5.84 | 5.93 | 7.07 |
| Yield(%) | NA | 3.31 | 5.73 | 5.89 | 5.04 | NA | NA | 0.00 | NA | 1.02 | 3.41 | 5.07 | 8.31 | 4.79 | 8.02 | 3.64 | 3.53 | 2.81 | 4.91 | 6.81 | 3.53 | 5.38 | 2.99 | 1.48 | 3.79 | 4.54 | 7.24 | 3.35 | 4.27 | 2.40 | 2.57 | 4.67 | 5.61 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commerce Bancshares Inc 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
0.63%
Mar 2017 - Mar 2020 |
1.85%
Mar 2015 - Mar 2020 |
4.43%
Oct 2013 - Oct 2023 |
6.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commerce Bancshares Inc 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.18%
Apr 2003 - Apr 2006 |
13.06%
Feb 2003 - Feb 2008 |
11.52%
Apr 2003 - Apr 2013 |
9.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart