Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Cascade Bancorp Employees’ 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 34.19% | 11.15% | 11.27% | 7.29% | 6.96% | 7.38% | 7.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cascade Bancorp Employees’ 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 (%) | -0.79 | 34.19 | 11.15 | 11.27 | 7.29 | 6.96 | 7.38 | 7.32 | NA | 22.51 | 21.73 | -8.12 | 10.66 | 11.82 | 9.64 | -2.77 | 13.12 | 0.30 | -0.90 | -1.27 | 15.09 | 5.37 | 2.58 | 6.80 | 17.33 | -3.84 | 7.99 | 13.53 | 6.78 | 12.65 | 14.40 | -0.96 | 2.31 |
| Sharpe Ratio | NA | 1.93 | 0.92 | 0.95 | 0.78 | NA | NA | 0.82 | 0.15 | 1.71 | 2.39 | -1.05 | 1.25 | 0.96 | 2.44 | -0.55 | 2.71 | 0.02 | -0.19 | -0.21 | 2.14 | 0.92 | 0.34 | 0.59 | 2.18 | -1.59 | 0.51 | 1.30 | 0.80 | 1.73 | 2.37 | -0.51 | 0.01 |
| Standard Deviation(%) | NA | 9.34 | 8.65 | 9.40 | 7.56 | NA | NA | 7.17 | 9.78 | 9.31 | 7.31 | 9.05 | 8.54 | 12.02 | 3.38 | 7.37 | 4.61 | 4.08 | 4.95 | 6.25 | 7.04 | 5.79 | 7.56 | 11.31 | 7.90 | 2.99 | 9.74 | 7.89 | 5.76 | 6.75 | 5.77 | 4.09 | 0.05 |
| Draw Down(%) | NA | 5.38 | 12.29 | 13.93 | 13.93 | NA | NA | 13.93 | 0.58 | 5.38 | 4.08 | 12.93 | 4.65 | 13.93 | 1.47 | 8.39 | 1.57 | 4.84 | 5.40 | 5.34 | 4.73 | 5.86 | 5.69 | 10.25 | 4.04 | 5.28 | 7.20 | 9.34 | 3.80 | 5.17 | 2.83 | 4.05 | 0.00 |
| Yield(%) | NA | 15.37 | 11.62 | 8.44 | 5.04 | NA | NA | 3.80 | NA | 4.29 | 15.12 | 8.99 | 5.95 | 3.83 | 3.91 | 1.80 | 0.45 | 2.11 | 1.35 | 2.35 | 2.53 | 1.87 | 1.84 | 2.20 | 2.66 | 1.72 | 6.05 | 6.34 | 3.90 | 4.32 | 0.67 | 0.92 | 2.31 |
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 |
|---|---|---|---|---|
| Cascade Bancorp Employees’ 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.62%
Dec 2013 - Dec 2016 |
1.54%
Dec 2013 - Dec 2018 |
3.49%
Mar 2010 - Mar 2020 |
4.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cascade Bancorp Employees’ 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
13.94%
Apr 2003 - Apr 2006 |
12.36%
Nov 2019 - Nov 2024 |
8.87%
Apr 2003 - Apr 2013 |
7.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart