Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE PLAN Tactical Asset Allocation Moderate | NA | 28.49% | 1.22% | 3.93% | 4.52% | 5.91% | 6.65% | 7.22% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE 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 (%) | -1.34 | 28.49 | 1.22 | 3.93 | 4.52 | 5.91 | 6.65 | 7.22 | NA | 7.85 | 16.26 | -22.19 | 12.38 | 6.45 | 14.51 | -2.66 | 11.86 | 2.25 | -0.82 | 5.23 | 13.51 | 11.29 | -0.23 | 9.94 | 20.83 | -1.07 | 8.91 | 11.18 | 5.53 | 11.15 | 19.72 | 2.03 | 7.17 |
| Sharpe Ratio | NA | 0.19 | -0.31 | 0.05 | 0.23 | NA | NA | 0.64 | 0.00 | 0.13 | 1.12 | -1.43 | 1.25 | 0.47 | 2.71 | -0.51 | 2.22 | 0.44 | -0.13 | 0.93 | 2.11 | 1.83 | -0.02 | 0.80 | 2.36 | -0.30 | 0.61 | 1.06 | 0.56 | 1.21 | 3.23 | 0.17 | 0.92 |
| Standard Deviation(%) | NA | 9.65 | 12.69 | 12.30 | 9.64 | NA | NA | 8.60 | 8.23 | 9.72 | 10.72 | 16.54 | 9.86 | 13.16 | 4.84 | 7.74 | 5.07 | 4.63 | 6.55 | 5.60 | 6.39 | 6.14 | 10.86 | 12.26 | 8.77 | 6.66 | 9.64 | 7.44 | 5.98 | 8.46 | 5.90 | 5.47 | 5.30 |
| Draw Down(%) | NA | 7.76 | 24.58 | 26.42 | 26.42 | NA | NA | 26.42 | 0.92 | 7.76 | 10.00 | 26.42 | 7.78 | 19.51 | 2.03 | 8.99 | 3.26 | 4.13 | 6.54 | 3.86 | 5.83 | 5.44 | 11.19 | 8.75 | 3.79 | 6.72 | 6.13 | 8.04 | 4.12 | 7.27 | 3.18 | 6.00 | 4.13 |
| Yield(%) | NA | 5.50 | 5.11 | 5.16 | 4.32 | NA | NA | 4.45 | NA | 0.60 | 5.79 | 4.04 | 4.58 | 5.54 | 5.18 | 5.17 | 0.17 | 1.87 | 6.30 | 3.85 | 5.21 | 4.47 | 1.89 | 2.59 | 5.03 | 4.24 | 5.30 | 6.44 | 4.77 | 3.56 | 3.39 | 3.75 | 8.57 |
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 |
|---|---|---|---|---|
| GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE PLAN Tactical Asset Allocation Moderate |
-3.07%
Sep 2019 - Sep 2022 |
0.11%
Sep 2017 - Sep 2022 |
2.61%
Oct 2013 - Oct 2023 |
4.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENERAL COMMUNICATION, INC. QUALIFIED EMPLOYEE STOCK PURCHASE PLAN Tactical Asset Allocation Moderate |
13.29%
Apr 2003 - Apr 2006 |
12.07%
Oct 2002 - Oct 2007 |
10.06%
Apr 2001 - Apr 2011 |
8.74%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart