Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 0.26% | 2.87% | 2.09% | 2.96% | 4.75% | 5.65% | 6.00% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.46 | 0.26 | 2.87 | 2.09 | 2.96 | 4.75 | 5.65 | 6.00 | 0.42 | 10.57 | -15.38 | 12.54 | 9.74 | 6.41 | -6.06 | 10.14 | 8.56 | -0.54 | 4.13 | 14.67 | 8.21 | -1.11 | 6.25 | 12.50 | -6.10 | 8.54 | 17.76 | 5.69 | 15.61 | 16.85 | 1.85 | 6.80 |
| Sharpe Ratio | NA | 0.23 | -0.02 | 0.29 | 0.40 | NA | NA | 0.70 | 0.02 | 0.81 | -1.66 | 1.18 | 1.08 | 1.14 | -0.95 | 1.97 | 1.47 | -0.10 | 0.71 | 2.14 | 1.52 | -0.13 | 0.66 | 1.61 | -1.04 | 0.57 | 1.92 | 0.65 | 2.31 | 3.01 | 0.16 | 0.95 |
| Standard Deviation(%) | NA | 7.69 | 9.51 | 8.69 | 7.43 | NA | NA | 7.20 | 7.87 | 7.80 | 10.13 | 10.65 | 8.79 | 4.37 | 7.80 | 4.84 | 5.66 | 5.51 | 5.82 | 6.83 | 5.37 | 8.65 | 9.29 | 7.68 | 6.75 | 9.73 | 7.55 | 5.42 | 6.36 | 5.37 | 4.68 | 4.71 |
| Draw Down(%) | NA | 6.51 | 16.60 | 16.60 | 16.60 | NA | NA | 16.60 | 1.64 | 6.51 | 15.98 | 5.96 | 12.58 | 3.70 | 11.98 | 3.92 | 3.36 | 4.71 | 4.35 | 4.68 | 4.89 | 9.30 | 7.80 | 4.04 | 12.44 | 8.05 | 7.11 | 3.70 | 7.93 | 3.07 | 5.07 | 3.61 |
| Yield(%) | NA | 4.08 | 5.24 | 5.29 | 3.95 | NA | NA | 4.19 | 0.01 | 4.27 | 4.23 | 7.33 | 4.27 | 6.60 | 1.71 | 0.13 | 2.65 | 1.77 | 6.83 | 2.18 | 4.48 | 3.08 | 3.31 | 3.97 | 4.83 | 5.84 | 7.08 | 4.44 | 2.42 | 4.39 | 4.26 | 6.36 |
Data as of 10/31/2023, 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 PARTICIPATING INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.77%
Oct 2017 - Oct 2020 |
0.67%
Nov 2017 - Nov 2022 |
2.96%
Oct 2013 - Oct 2023 |
3.81%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.72%
Apr 2003 - Apr 2006 |
13.98%
Oct 2002 - Oct 2007 |
8.84%
Apr 2001 - Apr 2011 |
8.23%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart