Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Carver Federal Savings Bank 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 29.16% | 2.48% | 8.56% | 5.64% | 6.29% | 6.94% | 6.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Carver Federal Savings Bank 401(k) 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 (%) | -1.54 | 29.16 | 2.48 | 8.56 | 5.64 | 6.29 | 6.94 | 6.64 | NA | 8.98 | 9.62 | -17.27 | 14.68 | 18.16 | 9.58 | -3.83 | 20.06 | 0.10 | -6.34 | 2.07 | 14.54 | 8.72 | -1.63 | 8.93 | 14.88 | -2.03 | 8.65 | 14.76 | 9.34 | 9.69 | 15.39 | -3.14 | -0.84 |
| Sharpe Ratio | NA | 0.28 | -0.32 | 0.30 | 0.31 | NA | NA | 0.54 | 0.10 | 0.17 | 0.55 | -1.70 | 1.06 | 1.46 | 1.17 | -0.46 | 2.76 | -0.01 | -0.74 | 0.20 | 2.04 | 1.54 | -0.15 | 0.98 | 1.74 | -0.59 | 0.57 | 1.65 | 1.15 | 1.10 | 2.85 | -1.10 | -1.51 |
| Standard Deviation(%) | NA | 13.81 | 11.66 | 12.27 | 10.51 | NA | NA | 8.87 | 7.01 | 13.87 | 9.76 | 10.95 | 13.87 | 12.31 | 7.01 | 11.08 | 7.05 | 7.75 | 8.58 | 10.08 | 7.12 | 5.62 | 11.11 | 8.98 | 8.51 | 5.03 | 9.99 | 6.98 | 6.21 | 7.93 | 5.15 | 3.86 | 2.09 |
| Draw Down(%) | NA | 14.06 | 17.91 | 19.69 | 19.69 | NA | NA | 19.69 | 0.43 | 14.06 | 9.47 | 18.60 | 5.77 | 9.02 | 6.06 | 12.76 | 3.22 | 7.27 | 10.87 | 9.41 | 4.29 | 5.39 | 13.31 | 6.61 | 5.62 | 7.34 | 6.86 | 8.30 | 4.04 | 8.60 | 3.44 | 6.06 | 3.49 |
| Yield(%) | NA | 5.12 | 5.80 | 4.61 | 4.27 | NA | NA | 3.80 | NA | 0.08 | 5.56 | 3.23 | 9.03 | 2.79 | 3.18 | 5.23 | 0.28 | 1.78 | 2.90 | 9.12 | 1.77 | 2.42 | 1.33 | 3.58 | 4.24 | 2.48 | 5.10 | 6.04 | 4.21 | 4.69 | 3.53 | 1.78 | 2.98 |
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 |
|---|---|---|---|---|
| Carver Federal Savings Bank 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.45%
Dec 2013 - Dec 2016 |
1.40%
Aug 2014 - Aug 2019 |
3.50%
Oct 2013 - Oct 2023 |
4.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Carver Federal Savings Bank 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.52%
Oct 2004 - Oct 2007 |
12.50%
Oct 2002 - Oct 2007 |
8.95%
Aug 2004 - Aug 2014 |
7.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart