Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Strategic Asset Allocation – Optimal Moderate | NA | 22.72% | 1.90% | 7.26% | 6.34% | 7.31% | 6.80% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Strategic Asset Allocation – Optimal 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 (%) | -0.93 | 22.72 | 1.90 | 7.26 | 6.34 | 7.31 | 6.80 | … | … | 0.42 | 7.66 | 12.63 | -15.07 | 9.27 | 19.34 | 18.59 | -4.58 | 11.35 | 6.33 | -0.57 | 6.28 | 9.79 | 12.92 | 0.07 | 13.69 | 27.02 | -22.05 | 7.05 | 12.53 | 7.34 | 13.10 | 24.31 | -5.67 | 1.36 |
| Sharpe Ratio | NA | 0.25 | -0.23 | 0.28 | 0.42 | NA | NA | … | … | 0.04 | 0.12 | 1.00 | -1.14 | 0.99 | 1.00 | 2.51 | -0.63 | 2.10 | 0.76 | -0.10 | 1.04 | 1.33 | 1.78 | 0.00 | 1.13 | 1.42 | -1.01 | 0.43 | 1.26 | 0.81 | 1.74 | 2.95 | -0.66 | -0.11 |
| Standard Deviation(%) | NA | 8.79 | 10.91 | 12.73 | 10.36 | NA | NA | … | … | 9.11 | 8.84 | 8.36 | 14.43 | 9.30 | 19.10 | 6.86 | 9.30 | 5.10 | 8.01 | 6.23 | 6.04 | 7.34 | 7.23 | 13.57 | 12.05 | 19.00 | 22.79 | 9.54 | 7.36 | 6.39 | 6.98 | 8.01 | 10.25 | 8.66 |
| Draw Down(%) | NA | 5.94 | 21.17 | 22.53 | 22.53 | NA | NA | … | … | 0.73 | 5.90 | 8.01 | 21.76 | 6.10 | 22.53 | 3.05 | 11.62 | 3.26 | 6.13 | 6.53 | 5.27 | 7.98 | 5.37 | 12.86 | 8.94 | 16.97 | 34.18 | 6.33 | 7.17 | 4.31 | 7.60 | 6.08 | 15.72 | 11.06 |
| Yield(%) | NA | 3.79 | 5.74 | 4.82 | 3.98 | NA | NA | … | … | NA | 0.69 | 3.59 | 5.45 | 7.15 | 3.94 | 3.16 | 3.42 | 0.33 | 4.09 | 3.86 | 4.16 | 4.28 | 3.20 | 3.22 | 2.54 | 2.61 | 3.49 | 6.88 | 6.43 | 4.03 | 4.12 | 3.00 | 2.67 | 4.18 |
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 |
|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Strategic A |
-7.29%
Feb 2006 – Feb 2009 |
-0.77%
Feb 2004 – Feb 2009 |
4.86%
Oct 2013 – Oct 2023 |
4.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Strategic A |
20.63%
Feb 2009 – Feb 2012 |
15.72%
Feb 2009 – Feb 2014 |
10.12%
Feb 2009 – Feb 2019 |
9.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart