Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -3.85% | -0.28% | 0.20% | 1.43% | 3.48% | 5.24% | 6.18% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.73 | -3.85 | -0.28 | 0.20 | 1.43 | 3.48 | 5.24 | 6.18 | 0.31 | 6.35 | -15.67 | 8.17 | 11.61 | 4.46 | -4.57 | 11.58 | 6.82 | -4.85 | -0.93 | 13.35 | 6.70 | -0.45 | 1.80 | 19.68 | -0.70 | 15.97 | 14.98 | 7.09 | 12.00 | 23.23 | 9.97 | 5.87 |
| Sharpe Ratio | NA | 0.28 | -0.33 | 0.11 | 0.11 | NA | NA | 0.59 | 0.00 | 0.29 | -1.94 | 0.87 | 1.04 | 0.64 | -0.24 | 2.15 | 1.50 | -0.85 | -0.15 | 1.88 | 1.22 | -0.05 | 0.16 | 2.88 | -0.23 | 1.33 | 1.48 | 0.74 | 1.28 | 3.52 | 1.94 | 0.83 |
| Standard Deviation(%) | NA | 7.41 | 8.40 | 8.53 | 10.34 | NA | NA | 8.89 | 7.41 | 7.13 | 8.79 | 9.41 | 10.94 | 4.77 | 24.34 | 5.08 | 4.42 | 5.74 | 6.40 | 7.10 | 5.47 | 10.29 | 10.48 | 6.81 | 6.93 | 9.79 | 7.93 | 6.66 | 8.66 | 6.40 | 4.57 | 4.27 |
| Draw Down(%) | NA | 6.43 | 22.36 | 22.36 | 22.36 | NA | NA | 22.36 | 1.98 | 6.43 | 16.24 | 7.08 | 13.46 | 4.27 | 16.47 | 2.18 | 2.34 | 7.13 | 6.81 | 6.10 | 3.99 | 10.67 | 11.33 | 3.29 | 6.75 | 7.79 | 10.44 | 4.93 | 9.35 | 4.32 | 3.88 | 4.30 |
| Yield(%) | NA | 2.51 | 3.64 | 3.11 | 2.86 | NA | NA | 3.77 | 0.01 | 2.74 | 2.29 | 5.85 | 2.51 | 2.27 | 3.94 | 0.38 | 3.34 | 1.98 | 3.46 | 5.46 | 3.14 | 4.28 | 2.14 | 4.44 | 3.31 | 5.60 | 4.11 | 4.02 | 4.34 | 5.89 | 5.38 | 5.89 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.01%
Dec 2020 - Dec 2023 |
-0.57%
Sep 2018 - Sep 2023 |
1.43%
Oct 2013 - Oct 2023 |
3.06%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Tactical Asset Allocation Moderate |
16.62%
Apr 2003 - Apr 2006 |
15.83%
Oct 2002 - Oct 2007 |
11.23%
Apr 2001 - Apr 2011 |
8.52%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison Chart