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 Strategic Asset Allocation - Optimal Moderate | NA | 2.03% | 5.14% | 4.37% | 8.71% | 7.22% | NA | 8.16% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | 2.03 | 5.14 | 4.37 | 8.71 | 7.22 | NA | 8.16 | -2.13 | 12.09 | 2.46 | -1.56 | 4.82 | 14.80 | 10.36 | -0.21 | 14.29 | 30.79 | -29.96 | 15.75 | 10.44 | 11.90 | 16.13 | 34.24 | -0.05 | 6.20 |
| Sharpe Ratio | NA | -0.30 | 0.37 | 0.30 | 0.74 | NA | NA | 0.60 | -0.30 | 2.24 | 0.27 | -0.18 | 0.66 | 2.01 | 1.31 | -0.02 | 1.18 | 1.79 | -1.40 | 1.35 | 0.91 | 1.40 | 1.78 | 4.32 | -0.13 | 0.47 |
| Standard Deviation(%) | NA | 11.40 | 8.71 | 8.48 | 10.63 | NA | NA | 10.81 | 11.40 | 5.12 | 8.46 | 8.93 | 7.26 | 7.35 | 7.87 | 14.66 | 12.06 | 17.14 | 22.02 | 9.46 | 7.85 | 6.94 | 8.54 | 7.77 | 8.92 | 8.30 |
| Draw Down(%) | NA | 13.83 | 13.83 | 13.83 | 15.60 | NA | NA | 41.26 | 13.83 | 2.11 | 8.10 | 10.07 | 4.99 | 6.47 | 6.67 | 14.14 | 8.42 | 15.60 | 39.71 | 5.65 | 9.25 | 4.85 | 8.44 | 5.27 | 13.72 | 11.61 |
| Yield(%) | NA | 6.63 | 2.86 | 3.21 | 3.10 | NA | NA | 3.41 | 6.59 | 0.23 | 1.67 | 1.99 | 5.51 | 3.80 | 2.68 | 4.97 | 1.47 | 1.80 | 3.66 | 4.40 | 3.63 | 3.74 | 5.17 | 4.24 | 2.23 | 3.59 |
Data as of 10/31/2018, 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 Strategic Asset Allocation - Optimal Moderate |
-7.39%
Feb 2006 - Feb 2009 |
0.40%
Feb 2004 - Feb 2009 |
4.35%
Oct 2007 - Oct 2017 |
7.10%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARDINAL SOLUTIONS GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
22.84%
Mar 2003 - Mar 2006 |
18.68%
Oct 2002 - Oct 2007 |
10.58%
Mar 2003 - Mar 2013 |
9.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart