Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Commonspirit 401K Strategic Asset Allocation – Optimal Moderate | 2.38% | 13.81% | 13.11% | 5.22% | 9.14% | 8.04% | 7.29% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Commonspirit 401K Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.30 | 13.81 | 13.11 | 5.22 | 9.14 | 8.04 | 7.29 | … | … | 2.38 | 13.32 | 14.56 | 11.84 | -14.43 | 3.94 | 21.55 | 24.14 | -2.88 | 12.98 | 6.12 | 0.21 | 5.89 | 16.84 | 12.52 | 2.61 | 19.72 | 25.32 | -25.04 | 9.79 | 3.22 | 8.82 | 6.48 | 16.93 | -19.42 | -10.85 |
| Sharpe Ratio | NA | 2.36 | 1.05 | 0.29 | 0.65 | NA | NA | … | … | 0.25 | 0.96 | 1.24 | 0.90 | -1.14 | 0.37 | 1.11 | 2.92 | -0.40 | 2.95 | 0.73 | 0.02 | 0.87 | 2.31 | 1.47 | 0.17 | 1.62 | 1.63 | -1.21 | 0.69 | -0.02 | 0.80 | 0.63 | 1.44 | -1.16 | -0.67 |
| Standard Deviation(%) | NA | 8.12 | 9.69 | 10.47 | 10.98 | NA | NA | … | … | 9.43 | 10.88 | 8.80 | 9.05 | 13.87 | 10.56 | 19.16 | 7.77 | 10.80 | 4.18 | 8.05 | 8.62 | 6.78 | 7.27 | 8.46 | 15.47 | 12.13 | 15.44 | 21.49 | 9.66 | 10.13 | 8.22 | 8.69 | 11.22 | 17.74 | 19.81 |
| Draw Down(%) | NA | 6.08 | 13.95 | 21.63 | 22.79 | NA | NA | … | … | 6.08 | 13.95 | 4.66 | 9.00 | 20.66 | 7.95 | 22.79 | 3.57 | 13.41 | 1.55 | 6.29 | 8.11 | 4.55 | 5.70 | 7.13 | 13.30 | 8.71 | 13.93 | 34.28 | 6.00 | 12.25 | 6.43 | 8.26 | 7.46 | 25.59 | 30.09 |
| Yield(%) | NA | 2.23 | 2.32 | 3.43 | 3.88 | NA | NA | … | … | NA | NA | 0.72 | 2.45 | 1.77 | 3.19 | 5.73 | 5.19 | 6.90 | 3.31 | 2.34 | 3.62 | 4.36 | 4.16 | 2.90 | 2.49 | 5.43 | 2.67 | 2.39 | 7.05 | 4.93 | 4.56 | 2.10 | 2.31 | 2.10 | 2.39 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Commonspirit 401K Strategic Asset Allocation – Optimal Moderate |
-9.03%
Feb 2006 – Feb 2009 |
-2.66%
Feb 2004 – Feb 2009 |
3.23%
Feb 2001 – Feb 2011 |
4.10%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commonspirit 401K Strategic Asset Allocation – Optimal Moderate |
21.79%
Feb 2009 – Feb 2012 |
17.80%
Feb 2009 – Feb 2014 |
11.66%
Feb 2009 – Feb 2019 |
10.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart