Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| C D TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.75% | 4.03% | 7.41% | 5.89% | 6.24% | 7.15% | 7.72% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| C D TECHNOLOGIES SAVINGS 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 (%) | -0.77 | 20.75 | 4.03 | 7.41 | 5.89 | 6.24 | 7.15 | 7.72 | NA | 9.62 | 15.33 | -12.14 | 7.84 | 18.95 | 8.46 | -1.84 | 9.75 | 5.00 | -0.85 | 2.37 | 16.97 | 0.86 | 3.29 | 8.76 | 9.44 | 9.62 | 11.02 | 12.70 | 6.06 | 11.18 | 16.16 | 6.87 | 5.91 |
| Sharpe Ratio | NA | 0.54 | 0.00 | 0.53 | 0.52 | NA | NA | 0.83 | 0.09 | 0.40 | 1.46 | -1.00 | 0.92 | 2.27 | 1.44 | -0.37 | 1.92 | 1.03 | -0.18 | 0.40 | 2.68 | 0.16 | 0.42 | 0.83 | 1.17 | 1.42 | 0.87 | 1.28 | 0.66 | 1.38 | 2.56 | 1.10 | 0.64 |
| Standard Deviation(%) | NA | 7.53 | 9.93 | 9.35 | 7.76 | NA | NA | 7.35 | 5.57 | 7.56 | 7.57 | 13.45 | 8.53 | 8.25 | 4.89 | 8.47 | 4.75 | 4.66 | 5.03 | 5.93 | 6.33 | 4.94 | 7.85 | 10.51 | 7.97 | 6.11 | 9.22 | 7.39 | 5.90 | 7.44 | 6.05 | 5.22 | 5.61 |
| Draw Down(%) | NA | 4.88 | 17.44 | 18.32 | 18.32 | NA | NA | 18.32 | 0.34 | 4.88 | 6.71 | 18.19 | 4.39 | 5.15 | 3.03 | 8.35 | 3.00 | 3.68 | 4.29 | 4.93 | 4.38 | 4.64 | 6.67 | 9.39 | 4.19 | 3.36 | 7.38 | 8.42 | 4.25 | 6.81 | 2.93 | 3.15 | 5.19 |
| Yield(%) | NA | 3.26 | 3.01 | 2.58 | 2.68 | NA | NA | 3.44 | NA | 0.55 | 3.61 | 1.16 | 3.88 | 3.02 | 1.46 | 3.44 | 0.09 | 5.74 | 2.59 | 2.15 | 2.84 | 3.17 | 4.19 | 3.11 | 4.25 | 4.62 | 5.84 | 5.62 | 2.69 | 1.57 | 2.68 | 5.07 | 5.71 |
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 |
|---|---|---|---|---|
| C D TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate |
1.63%
Sep 2019 - Sep 2022 |
2.41%
Sep 2017 - Sep 2022 |
4.37%
Oct 2013 - Oct 2023 |
5.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C D TECHNOLOGIES SAVINGS PLAN Tactical Asset Allocation Moderate |
13.82%
Apr 2003 - Apr 2006 |
12.13%
Oct 2002 - Oct 2007 |
10.25%
Apr 2001 - Apr 2011 |
8.35%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart