Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 6.30% | NA | 20.08% | 4.21% | 7.83% | 5.70% | 6.89% | 6.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.98 | 20.08 | 4.21 | 7.83 | 5.70 | 6.89 | 6.43 | 6.30 | NA | 4.64 | 14.66 | -8.67 | 10.80 | 13.95 | 18.40 | -6.06 | 11.62 | 3.38 | -3.26 | 4.00 | 12.25 | 11.19 | 1.29 | 13.50 | 20.85 | -19.03 | 11.43 | 13.42 | 3.68 | 8.06 | 18.30 | -7.66 | 3.48 |
| Sharpe Ratio | NA | -0.10 | -0.08 | 0.35 | 0.39 | NA | NA | 0.45 | 0.02 | -0.25 | 1.16 | -0.78 | 1.29 | 0.74 | 2.53 | -0.78 | 2.60 | 0.37 | -0.34 | 0.56 | 1.74 | 1.59 | 0.10 | 1.34 | 1.36 | -1.00 | 0.85 | 1.39 | 0.26 | 1.16 | 2.17 | -0.83 | 0.13 |
| Standard Deviation(%) | NA | 7.87 | 10.12 | 12.00 | 10.19 | NA | NA | 10.35 | 6.72 | 7.92 | 8.94 | 12.84 | 8.34 | 18.51 | 6.72 | 9.51 | 4.22 | 8.67 | 9.57 | 7.14 | 7.00 | 7.00 | 13.12 | 10.04 | 15.28 | 19.87 | 9.88 | 7.31 | 5.75 | 6.16 | 8.10 | 10.61 | 8.89 |
| Draw Down(%) | NA | 5.72 | 17.49 | 21.28 | 21.28 | NA | NA | 31.23 | 0.63 | 5.72 | 9.41 | 17.49 | 4.33 | 21.28 | 3.66 | 12.42 | 1.35 | 6.81 | 11.56 | 6.23 | 6.64 | 5.78 | 11.64 | 7.41 | 14.80 | 30.31 | 6.45 | 7.87 | 4.51 | 5.75 | 5.74 | 15.46 | 9.54 |
| Yield(%) | NA | 5.65 | 3.70 | 3.87 | 3.23 | NA | NA | 3.55 | NA | 0.56 | 6.01 | 3.53 | 0.93 | 5.54 | 2.72 | 2.90 | 0.50 | 3.46 | 2.13 | 3.94 | 3.83 | 3.94 | 2.84 | 3.89 | 3.34 | 3.52 | 5.99 | 3.82 | 4.13 | 4.62 | 2.69 | 2.54 | 4.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.40%
Feb 2006 - Feb 2009 |
0.19%
Feb 2004 - Feb 2009 |
4.43%
Oct 2013 - Oct 2023 |
4.42%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.22%
Feb 2009 - Feb 2012 |
13.86%
Feb 2009 - Feb 2014 |
8.44%
Feb 2009 - Feb 2019 |
8.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart