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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.53% | 3.69% | 8.20% | 6.48% | 7.13% | 7.02% | 7.04% |
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 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 (%) | -0.92 | 23.53 | 3.69 | 8.20 | 6.48 | 7.13 | 7.02 | 7.04 | NA | 7.94 | 15.83 | -10.25 | 2.81 | 21.68 | 19.79 | -6.29 | 12.00 | 2.45 | 1.28 | 2.63 | 12.02 | 12.95 | 0.47 | 11.17 | 23.19 | -17.18 | 11.28 | 11.00 | 8.48 | 10.52 | 21.36 | -3.61 | -0.18 |
| Sharpe Ratio | NA | 0.33 | 0.03 | 0.38 | 0.47 | NA | NA | 0.58 | 0.07 | 0.16 | 1.45 | -0.96 | 0.27 | 1.18 | 2.71 | -0.91 | 2.50 | 0.26 | 0.15 | 0.38 | 1.94 | 2.18 | 0.04 | 1.23 | 1.88 | -1.18 | 1.00 | 1.10 | 1.14 | 1.41 | 2.81 | -0.55 | -0.33 |
| Standard Deviation(%) | NA | 8.62 | 9.80 | 12.05 | 10.02 | NA | NA | 9.37 | 7.98 | 8.68 | 8.01 | 12.15 | 10.42 | 18.11 | 6.78 | 8.34 | 4.55 | 8.60 | 8.38 | 6.94 | 6.16 | 5.90 | 11.55 | 9.01 | 12.30 | 15.28 | 8.30 | 7.04 | 5.52 | 6.78 | 7.35 | 8.58 | 7.46 |
| Draw Down(%) | NA | 5.67 | 16.00 | 21.33 | 21.33 | NA | NA | 27.58 | 0.61 | 5.67 | 7.29 | 16.53 | 7.11 | 21.33 | 3.46 | 12.30 | 2.46 | 8.46 | 7.92 | 5.20 | 6.23 | 4.57 | 11.58 | 7.32 | 12.57 | 27.51 | 5.33 | 8.09 | 3.49 | 5.57 | 5.45 | 12.68 | 9.74 |
| Yield(%) | NA | 3.83 | 2.66 | 3.36 | 3.38 | NA | NA | 3.85 | NA | 0.75 | 3.91 | 1.31 | 2.25 | 4.74 | 4.38 | 5.11 | 0.38 | 2.72 | 4.02 | 4.53 | 2.49 | 4.11 | 3.03 | 4.29 | 4.02 | 5.59 | 4.96 | 3.27 | 5.48 | 4.49 | 3.78 | 4.01 | 4.94 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-2.86%
Feb 2006 - Feb 2009 |
1.98%
Feb 2004 - Feb 2009 |
4.74%
Oct 2013 - Oct 2023 |
4.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.38%
Feb 2009 - Feb 2012 |
13.75%
Feb 2009 - Feb 2014 |
9.36%
Mar 2003 - Mar 2013 |
8.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart