Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 25.83% | 3.39% | 11.40% | 8.55% | 10.21% | 11.09% | 10.81% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cc&S 401(K) Retirement 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 (%) | -1.50 | 25.83 | 3.39 | 11.40 | 8.55 | 10.21 | 11.09 | 10.81 | NA | 9.95 | 7.21 | -7.75 | 15.68 | 27.04 | 15.22 | -7.68 | 15.16 | 13.78 | -2.35 | 6.03 | 32.07 | 14.29 | -1.98 | 15.76 | 17.19 | 2.55 | 12.43 | 22.15 | 12.16 | 14.32 | 33.21 | -7.07 | 0.16 |
| Sharpe Ratio | NA | 0.39 | -0.06 | 0.49 | 0.48 | NA | NA | 0.67 | 0.06 | 0.25 | 0.26 | -0.71 | 0.94 | 1.36 | 1.30 | -0.60 | 1.88 | 1.28 | -0.18 | 0.49 | 2.65 | 1.20 | -0.08 | 0.81 | 1.10 | 0.15 | 0.54 | 1.50 | 1.05 | 1.26 | 3.19 | -1.24 | -0.47 |
| Standard Deviation(%) | NA | 13.48 | 12.66 | 15.16 | 13.50 | NA | NA | 13.52 | 12.18 | 13.59 | 11.46 | 12.85 | 16.64 | 19.74 | 10.63 | 15.06 | 7.72 | 10.62 | 12.97 | 12.33 | 12.08 | 11.82 | 23.71 | 19.41 | 15.59 | 10.55 | 17.43 | 12.55 | 9.54 | 10.64 | 10.18 | 6.61 | 4.60 |
| Draw Down(%) | NA | 9.82 | 13.93 | 19.47 | 19.84 | NA | NA | 22.38 | 0.91 | 9.82 | 12.39 | 14.11 | 7.69 | 19.47 | 7.03 | 19.84 | 2.93 | 5.77 | 12.21 | 7.62 | 5.61 | 9.14 | 22.38 | 15.07 | 11.36 | 8.75 | 12.00 | 14.64 | 6.78 | 9.10 | 4.77 | 8.36 | 4.60 |
| Yield(%) | NA | 1.86 | 4.50 | 4.43 | 4.11 | NA | NA | 0.00 | NA | 0.73 | 1.73 | 3.82 | 8.29 | 4.68 | 4.58 | 3.28 | 2.90 | 4.60 | 2.87 | 5.72 | 6.08 | 2.91 | 1.28 | 1.25 | 1.51 | 2.35 | 6.41 | 6.71 | 4.22 | 2.26 | 2.09 | 1.22 | 3.27 |
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 |
|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Tactical Asset Allocation Moderate |
1.48%
Mar 2017 - Mar 2020 |
3.35%
Mar 2015 - Mar 2020 |
7.01%
Oct 2013 - Oct 2023 |
9.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Tactical Asset Allocation Moderate |
23.83%
Apr 2003 - Apr 2006 |
19.11%
Oct 2002 - Oct 2007 |
14.71%
Apr 2003 - Apr 2013 |
13.72%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart