Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate | NA | 24.57% | 0.15% | 4.30% | 3.81% | 5.33% | 6.06% | 6.55% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINCINNATI BELL INC. SAVINGS AND SECURITY 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 (%) | -0.93 | 24.57 | 0.15 | 4.30 | 3.81 | 5.33 | 6.06 | 6.55 | NA | 7.34 | 16.46 | -21.03 | 4.21 | 15.56 | 7.16 | -0.70 | 11.09 | 1.78 | -1.72 | 2.76 | 14.90 | 7.84 | 4.13 | 8.52 | 17.91 | -2.87 | 11.65 | 11.04 | 6.05 | 6.85 | 16.49 | 3.58 | 6.98 |
| Sharpe Ratio | NA | 0.23 | -0.29 | 0.09 | 0.21 | NA | NA | 0.63 | 0.03 | 0.08 | 1.29 | -1.40 | 0.41 | 1.67 | 1.25 | -0.27 | 2.11 | 0.39 | -0.34 | 0.46 | 2.23 | 1.50 | 0.54 | 0.72 | 2.02 | -0.93 | 0.93 | 0.96 | 0.66 | 0.78 | 2.79 | 0.62 | 1.14 |
| Standard Deviation(%) | NA | 9.68 | 12.10 | 11.22 | 8.79 | NA | NA | 7.85 | 8.39 | 9.78 | 9.44 | 15.95 | 10.20 | 9.16 | 4.61 | 7.41 | 4.95 | 4.07 | 5.18 | 5.92 | 6.65 | 5.18 | 7.65 | 11.70 | 8.81 | 4.07 | 9.32 | 8.11 | 5.88 | 7.62 | 5.66 | 3.99 | 4.09 |
| Draw Down(%) | NA | 7.49 | 23.98 | 27.14 | 27.14 | NA | NA | 27.14 | 0.75 | 7.49 | 9.69 | 25.59 | 6.91 | 10.66 | 3.19 | 6.54 | 4.07 | 3.59 | 5.05 | 5.21 | 5.39 | 4.63 | 5.30 | 10.34 | 4.94 | 6.38 | 6.93 | 10.19 | 4.32 | 6.14 | 3.45 | 4.39 | 2.77 |
| Yield(%) | NA | 3.83 | 5.20 | 5.05 | 4.21 | NA | NA | 4.30 | NA | 0.71 | 3.85 | 2.69 | 8.36 | 5.55 | 4.96 | 3.57 | 0.30 | 2.47 | 5.08 | 4.87 | 3.68 | 4.58 | 1.98 | 3.78 | 4.29 | 2.66 | 5.33 | 4.25 | 5.36 | 4.36 | 3.87 | 5.43 | 6.93 |
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 |
|---|---|---|---|---|
| CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
-2.74%
Sep 2019 - Sep 2022 |
-1.15%
Sep 2017 - Sep 2022 |
2.01%
Oct 2013 - Oct 2023 |
3.91%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN Tactical Asset Allocation Moderate |
11.74%
Apr 2003 - Apr 2006 |
11.17%
Oct 2002 - Oct 2007 |
9.16%
Jul 2003 - Jul 2013 |
7.96%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart