Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bank of the Commonwealth 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 22.32% | 1.18% | 5.58% | 3.89% | 4.49% | 6.00% | 7.17% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bank of the Commonwealth 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 (%) | -0.36 | 22.32 | 1.18 | 5.58 | 3.89 | 4.49 | 6.00 | 7.17 | NA | 8.91 | 12.20 | -11.00 | 2.28 | 12.88 | 5.64 | -2.59 | 6.95 | 6.21 | -4.47 | 2.20 | 13.44 | 6.50 | -0.51 | 3.49 | 27.52 | 2.31 | 7.90 | 12.56 | 4.00 | 11.69 | 27.71 | 5.34 | 7.30 |
| Sharpe Ratio | NA | 0.27 | -0.13 | 0.23 | 0.24 | NA | NA | 0.77 | -0.03 | 0.26 | 1.14 | -1.48 | 0.19 | 1.40 | 1.10 | -0.62 | 1.20 | 1.46 | -0.74 | 0.39 | 2.15 | 1.61 | -0.07 | 0.38 | 2.88 | 0.24 | 0.51 | 1.40 | 0.33 | 1.60 | 4.87 | 0.93 | 1.02 |
| Standard Deviation(%) | NA | 8.95 | 8.17 | 9.18 | 7.47 | NA | NA | 7.07 | 5.43 | 9.01 | 6.95 | 8.37 | 11.79 | 9.05 | 3.86 | 6.34 | 5.28 | 4.11 | 6.06 | 5.63 | 6.24 | 4.01 | 7.85 | 8.97 | 9.54 | 5.77 | 9.58 | 6.63 | 5.61 | 6.71 | 5.55 | 4.54 | 4.88 |
| Draw Down(%) | NA | 7.61 | 11.40 | 20.03 | 20.03 | NA | NA | 20.03 | 0.50 | 7.61 | 5.91 | 11.67 | 11.25 | 9.17 | 2.40 | 8.18 | 4.42 | 3.48 | 8.09 | 5.33 | 4.70 | 3.51 | 8.47 | 9.45 | 4.28 | 4.63 | 7.16 | 7.29 | 4.08 | 6.53 | 2.43 | 4.32 | 3.70 |
| Yield(%) | NA | 4.42 | 3.10 | 3.37 | 2.49 | NA | NA | 3.75 | NA | 0.50 | 4.37 | 3.06 | 1.73 | 4.51 | 3.33 | 2.68 | 0.36 | 2.41 | 1.42 | 0.87 | 3.22 | 3.00 | 3.60 | 3.41 | 3.88 | 4.61 | 9.24 | 4.85 | 4.74 | 4.51 | 5.83 | 2.77 | 7.42 |
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 |
|---|---|---|---|---|
| Bank of the Commonwealth 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.66%
Apr 2021 - Apr 2024 |
0.51%
Oct 2017 - Oct 2022 |
2.20%
Oct 2013 - Oct 2023 |
3.93%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bank of the Commonwealth 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.20%
Jun 2002 - Jun 2005 |
13.99%
Oct 2002 - Oct 2007 |
11.11%
Apr 2001 - Apr 2011 |
8.69%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart