Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Dun & Bradstreet Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 24.03% | 5.52% | 8.87% | 7.23% | 8.41% | 9.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Dun & Bradstreet Corporation 401(k) 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 | 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 (%) | -1.09 | 24.03 | 5.52 | 8.87 | 7.23 | 8.41 | 9.25 | … | … | 0.66 | 13.54 | 13.50 | -7.87 | 8.87 | 15.70 | 19.34 | -4.26 | 7.93 | 8.40 | 0.29 | 5.93 | 21.01 | 10.02 | 2.35 | 13.06 | 18.87 | 3.13 | 12.36 | 14.03 | 8.30 | 14.05 | 18.88 | 4.53 | 1.22 |
| Sharpe Ratio | NA | 0.83 | 0.22 | 0.47 | 0.53 | NA | NA | … | … | 0.07 | 0.65 | 1.12 | -0.73 | 0.70 | 0.91 | 2.45 | -0.54 | 1.19 | 0.92 | 0.03 | 0.69 | 2.77 | 1.12 | 0.15 | 1.13 | 2.07 | 0.33 | 0.96 | 1.30 | 0.92 | 1.54 | 2.30 | 0.60 | -0.17 |
| Standard Deviation(%) | NA | 10.64 | 10.74 | 12.62 | 10.70 | NA | NA | … | … | 8.58 | 10.77 | 8.26 | 12.75 | 12.64 | 16.98 | 7.34 | 10.34 | 6.11 | 8.94 | 8.62 | 8.51 | 7.58 | 8.86 | 15.34 | 11.51 | 9.09 | 6.75 | 9.76 | 8.29 | 6.63 | 8.50 | 7.93 | 5.65 | 6.22 |
| Draw Down(%) | NA | 6.88 | 13.94 | 21.15 | 21.15 | NA | NA | … | … | 0.58 | 6.88 | 6.33 | 15.01 | 8.92 | 21.15 | 4.33 | 13.66 | 2.83 | 8.11 | 7.85 | 6.10 | 4.73 | 8.10 | 12.59 | 9.26 | 4.37 | 7.77 | 6.47 | 9.55 | 4.62 | 8.03 | 5.01 | 3.85 | 6.64 |
| Yield(%) | NA | 4.21 | 4.67 | 5.33 | 4.87 | NA | NA | … | … | NA | 3.11 | 2.45 | 2.46 | 8.50 | 7.04 | 5.12 | 4.04 | 4.65 | 5.02 | 5.26 | 3.42 | 15.16 | 7.14 | 3.59 | 3.82 | 5.08 | 5.02 | 5.14 | 4.85 | 4.17 | 3.65 | 3.28 | 5.32 | 7.81 |
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 |
|---|---|---|---|---|
| The Dun & Bradstreet Corporation 401(k) Plan Tactical Asset Allocation Moderate |
2.61%
Mar 2017 – Mar 2020 |
3.08%
Mar 2015 – Mar 2020 |
5.75%
Oct 2013 – Oct 2023 |
7.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Dun & Bradstreet Corporation 401(k) Plan Tactical Asset Allocation Moderate |
17.14%
Apr 2003 – Apr 2006 |
14.53%
Feb 2003 – Feb 2008 |
12.24%
Apr 2003 – Apr 2013 |
10.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart