- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Recommended Holdings on 10/31/2024 (Delayed Holdings)
| Fund | Percentage |
|---|---|
| CASH (CASH) | 0.01% |
| PTRAX (TOTAL RETURN FUND ADMINISTRATIVE) | 39.36% |
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) | 30.46% |
| VPMAX (VANGUARD PRIMECAP FUND ADMIRAL SHARES) | 30.17% |
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Historical Performance
CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 22.24% | 5.79% | 8.88% | 7.41% | 9.23% | 9.71% | 10.08% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 37.82% | 8.86% | 15.20% | 12.89% | 14.04% | 10.46% | 8.70% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 22.89% | 2.25% | 6.63% | 6.01% | 7.19% | 6.10% | 5.79% |
| Ticker/Portfolio | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | CALLAWAY GOLF... Moderate | -1.24 | 22.24 | 5.79 | 8.88 | 7.41 | 9.23 | 9.71 | 10.08 | NA | 4.10 | 15.75 | -8.90 | 13.48 | 11.66 | 16.43 | -2.16 | 14.05 | 6.89 | -1.83 | 10.96 | 20.20 | 12.34 | 3.39 | 15.86 | 16.40 | 6.63 | 14.18 | 14.95 | 3.91 | 9.97 | 25.18 | 2.01 | 6.58 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 8.70 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | 5.79 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | CALLAWAY GOLF... Moderate | NA | -0.22 | -0.01 | 0.34 | 0.47 | NA | NA | 0.83 | 0.06 | -0.27 | 1.34 | -0.82 | 1.22 | 0.58 | 2.12 | -0.33 | 2.96 | 0.80 | -0.20 | 1.38 | 2.59 | 1.66 | 0.21 | 1.33 | 1.80 | 0.88 | 1.02 | 1.36 | 0.22 | 0.98 | 2.56 | 0.17 | 0.81 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.90 | 0.70 | 0.53 | 0.51 | NA | NA | 0.51 | 1.04 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | CALLAWAY GOLF... Moderate | NA | 9.37 | 10.33 | 12.85 | 10.78 | NA | NA | 9.87 | 7.91 | 9.39 | 8.60 | 12.59 | 11.06 | 19.54 | 7.08 | 10.59 | 4.54 | 8.34 | 9.28 | 7.91 | 7.79 | 7.41 | 15.62 | 11.89 | 9.07 | 6.52 | 11.00 | 8.57 | 7.81 | 9.21 | 9.58 | 5.34 | 5.24 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.38 | 10.05 | 10.06 | 10.41 | NA | NA | 11.47 | 11.77 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | CALLAWAY GOLF... Moderate | NA | 8.91 | 14.88 | 22.00 | 22.00 | NA | NA | 22.00 | 0.63 | 8.91 | 7.95 | 15.82 | 6.01 | 22.00 | 3.43 | 13.13 | 1.89 | 6.16 | 11.36 | 4.93 | 5.59 | 5.01 | 14.78 | 8.33 | 4.85 | 3.60 | 7.39 | 9.76 | 5.27 | 7.16 | 4.70 | 4.35 | 3.53 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | CALLAWAY GOLF... Moderate | NA | 8.70 | 4.78 | 5.65 | 5.25 | NA | NA | 0.00 | NA | 1.16 | 8.78 | 3.72 | 1.39 | 7.68 | 7.38 | 5.35 | 3.43 | 4.91 | 5.00 | 5.58 | 8.05 | 4.52 | 2.83 | 3.60 | 4.48 | 5.07 | 7.17 | 5.26 | 4.28 | 2.64 | 3.22 | 5.43 | 5.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
Calculate Performance
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CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate
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Retirement Spending Calculator for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate is
3.16%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate is
3.39%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate is
6.45%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate is
9.03%.
Maximum Drawdown
CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate Maximum Drawdown
Maximum Drawdowns Table
| Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
|---|---|---|---|---|
| 2001-01 | 2001-02 | 2001-06 | 0.4 | 2.54% |
| 2001-10 | 2001-12 | 2002-01 | 0.3 | 1.38% |
| 2002-02 | 2002-04 | 2002-05 | 0.3 | 1.36% |
| 2002-10 | 2002-12 | 2003-04 | 0.5 | 3.86% |
| 2003-08 | 2003-09 | 2003-09 | 0.1 | 0.04% |
| 2004-03 | 2004-04 | 2004-09 | 0.5 | 4.06% |
| 2004-12 | 2005-04 | 2005-06 | 0.5 | 3.29% |
| 2005-07 | 2005-10 | 2005-10 | 0.3 | 3.09% |
| 2006-04 | 2006-05 | 2006-08 | 0.3 | 4.11% |
| 2007-01 | 2007-02 | 2007-02 | 0.1 | 0.17% |
| 2007-06 | 2007-07 | 2007-07 | 0.1 | 0.14% |
| 2007-10 | 2007-12 | 2008-07 | 0.8 | 1.82% |
| 2008-09 | 2008-10 | 2008-10 | 0.1 | 1.52% |
| 2008-12 | 2009-01 | 2009-01 | 0.1 | 0.09% |
| 2009-05 | 2009-06 | 2009-06 | 0.1 | 1.94% |
| 2009-09 | 2009-10 | 2009-10 | 0.1 | 1.87% |
| 2009-12 | 2010-01 | 2010-02 | 0.2 | 2.31% |
| 2010-04 | 2010-06 | 2010-06 | 0.2 | 4.68% |
| 2010-07 | 2010-08 | 2010-08 | 0.1 | 2.54% |
| 2010-10 | 2010-11 | 2010-11 | 0.1 | 1.80% |
| 2011-04 | 2011-09 | 2012-03 | 0.9 | 12.34% |
| 2012-04 | 2012-05 | 2012-06 | 0.2 | 3.31% |
| 2012-09 | 2012-10 | 2012-10 | 0.1 | 0.70% |
| 2013-05 | 2013-06 | 2013-06 | 0.1 | 1.54% |
| 2013-07 | 2013-08 | 2013-08 | 0.1 | 1.11% |
| 2013-12 | 2014-01 | 2014-01 | 0.1 | 0.98% |
| 2014-02 | 2014-04 | 2014-04 | 0.2 | 0.76% |
| 2014-06 | 2014-07 | 2014-07 | 0.1 | 0.72% |
| 2014-08 | 2014-09 | 2014-09 | 0.1 | 0.27% |
| 2014-11 | 2015-01 | 2015-01 | 0.2 | 0.87% |
| 2015-02 | 2015-09 | 2016-06 | 1.3 | 8.31% |
| 2016-07 | 2016-08 | 2016-08 | 0.1 | 0.03% |
| 2016-09 | 2016-10 | 2016-12 | 0.3 | 2.07% |
| 2017-02 | 2017-03 | 2017-03 | 0.1 | 0.17% |
| 2018-01 | 2018-04 | 2018-07 | 0.5 | 4.31% |
| 2018-08 | 2018-12 | 2019-09 | 1.1 | 9.85% |
| 2020-01 | 2020-03 | 2020-10 | 0.8 | 12.07% |
| 2021-02 | 2021-03 | 2021-03 | 0.1 | 0.33% |
| 2021-04 | 2021-05 | 2021-05 | 0.1 | 0.91% |
| 2021-08 | 2021-09 | 2021-10 | 0.2 | 3.06% |
| 2021-12 | 2022-09 | 2023-10 | 1.8 | 15.74% |
| 2024-03 | 2024-04 | 2024-05 | 0.2 | 3.23% |
| 2024-09 | 2024-10 | 2024-10 | 0.1 | 2.06% |
| 2024-11 | 2024-12 | 2025-01 | 0.2 | 8.53% |