Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CREDIT ACCEPTANCE CORPORATION 401(k) PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 25.68% | -1.15% | 5.67% | 3.98% | 5.41% | 7.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREDIT ACCEPTANCE CORPORATION 401(k) PROFIT SHARING PLAN AND TRUST 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 | Common | Inception | 2025 | 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 (%) | -1.21 | 25.68 | -1.15 | 5.67 | 3.98 | 5.41 | 7.28 | … | … | -0.30 | 5.24 | 12.01 | -22.20 | 12.17 | 21.57 | 10.75 | -3.39 | 6.79 | 3.23 | -3.76 | 3.97 | 11.54 | 9.53 | -1.71 | 13.83 | 28.42 | -8.10 | 18.20 | 19.10 | 10.12 | 12.55 | 27.84 | 6.07 | 5.57 |
| Sharpe Ratio | NA | 0.00 | -0.05 | 0.02 | 0.03 | NA | NA | … | … | 0.00 | -0.13 | 0.68 | -1.40 | 1.21 | 2.39 | 1.88 | -0.63 | 1.10 | 0.58 | -0.58 | 0.73 | 1.78 | 2.12 | -0.15 | 1.21 | 3.41 | -1.80 | 1.32 | 1.91 | 1.31 | 1.40 | 5.57 | 1.12 | 0.63 |
| Standard Deviation(%) | NA | 206.81 | 120.06 | 93.06 | 65.90 | NA | NA | … | … | 1,636.18 | 10.51 | 11.40 | 16.88 | 10.00 | 8.92 | 4.98 | 7.44 | 5.60 | 5.22 | 6.50 | 5.43 | 6.46 | 4.46 | 11.55 | 11.32 | 8.30 | 5.01 | 11.55 | 8.27 | 6.07 | 8.31 | 4.88 | 4.43 | 5.19 |
| Draw Down(%) | NA | 77.10 | 77.10 | 77.10 | 77.10 | NA | NA | … | … | 77.10 | 7.94 | 12.75 | 26.78 | 6.39 | 8.86 | 2.36 | 8.93 | 5.44 | 5.87 | 9.13 | 5.24 | 5.93 | 3.06 | 11.12 | 7.52 | 3.83 | 8.95 | 8.86 | 9.53 | 5.11 | 9.57 | 1.66 | 6.12 | 4.17 |
| Yield(%) | NA | 4.36 | 6.13 | 5.59 | 4.49 | NA | NA | … | … | NA | 0.87 | 4.06 | 4.34 | 8.84 | 4.95 | 5.26 | 4.14 | 0.25 | 3.18 | 5.41 | 4.03 | 2.91 | 3.35 | 1.63 | 3.07 | 2.90 | 1.38 | 7.74 | 7.94 | 3.98 | 3.09 | 5.77 | 2.28 | 3.04 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREDIT ACCEPTANCE CORPORATION 401(k) PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderat |
-3.33%
Apr 2021 – Apr 2024 |
1.25%
May 2014 – May 2019 |
2.26%
Oct 2013 – Oct 2023 |
4.57%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREDIT ACCEPTANCE CORPORATION 401(k) PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderat |
19.32%
Oct 2004 – Oct 2007 |
18.82%
Oct 2002 – Oct 2007 |
13.27%
Apr 2001 – Apr 2011 |
10.16%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart