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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.82% | 2.97% | 5.82% | 4.78% | 6.64% | 5.95% | 6.71% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.23 | 20.82 | 2.97 | 5.82 | 4.78 | 6.64 | 5.95 | 6.71 | NA | 7.03 | 10.74 | -11.27 | 13.65 | 6.78 | 16.25 | -8.32 | 9.20 | 4.20 | 0.88 | 5.71 | 16.19 | 17.17 | -2.46 | 13.67 | 25.21 | -27.67 | 4.56 | 14.22 | 9.38 | 16.41 | 23.31 | -1.61 | 5.48 |
| Sharpe Ratio | NA | 0.16 | -0.20 | 0.21 | 0.30 | NA | NA | 0.49 | 0.02 | 0.05 | 0.76 | -0.97 | 1.48 | 0.36 | 2.33 | -1.19 | 1.84 | 0.47 | 0.11 | 0.96 | 2.46 | 2.26 | -0.18 | 1.23 | 1.39 | -1.31 | 0.15 | 1.57 | 1.22 | 2.31 | 3.76 | -0.32 | 0.45 |
| Standard Deviation(%) | NA | 7.99 | 10.12 | 11.99 | 9.90 | NA | NA | 10.47 | 7.25 | 8.04 | 8.53 | 13.02 | 9.19 | 18.07 | 6.37 | 8.10 | 4.66 | 8.57 | 7.86 | 5.92 | 6.56 | 7.59 | 13.85 | 11.03 | 18.13 | 21.81 | 10.30 | 6.95 | 5.91 | 6.70 | 6.02 | 8.46 | 7.00 |
| Draw Down(%) | NA | 6.15 | 17.21 | 25.47 | 25.47 | NA | NA | 42.26 | 0.56 | 6.15 | 8.81 | 17.24 | 4.36 | 25.47 | 3.46 | 13.42 | 3.36 | 8.03 | 7.96 | 4.86 | 5.59 | 6.20 | 14.21 | 8.51 | 19.53 | 38.05 | 8.45 | 6.86 | 4.10 | 7.83 | 4.98 | 13.89 | 8.95 |
| Yield(%) | NA | 3.23 | 4.78 | 4.40 | 4.01 | NA | NA | 4.00 | NA | 0.39 | 3.65 | 4.30 | 6.07 | 2.89 | 4.93 | 4.12 | 0.29 | 2.62 | 5.87 | 5.54 | 3.35 | 4.42 | 2.93 | 3.02 | 2.46 | 4.72 | 8.18 | 5.07 | 5.00 | 2.66 | 3.31 | 3.05 | 3.26 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-9.76%
Feb 2006 - Feb 2009 |
-1.51%
Feb 2004 - Feb 2009 |
3.49%
Oct 2013 - Oct 2023 |
3.86%
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 Strategic Asset Allocation - Equal Weight Moderate |
19.79%
Feb 2009 - Feb 2012 |
17.11%
Feb 2009 - Feb 2014 |
9.92%
Feb 2009 - Feb 2019 |
8.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart