Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 24.10% | 4.05% | 9.26% | 7.00% | 8.22% | 8.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING 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 (%) | -0.72 | 24.10 | 4.05 | 9.26 | 7.00 | 8.22 | 8.86 | … | … | 0.62 | 9.45 | 16.57 | -10.62 | 10.23 | 16.54 | 20.19 | -8.09 | 10.29 | 4.68 | 2.12 | 5.27 | 18.72 | 12.24 | 2.35 | 12.51 | 13.47 | 6.74 | 11.38 | 10.96 | 10.50 | 13.52 | 8.19 | -0.60 | 4.68 |
| Sharpe Ratio | NA | 0.37 | 0.20 | 0.39 | 0.46 | NA | NA | … | … | 0.05 | 0.25 | 1.36 | -0.95 | 0.84 | 0.81 | 2.68 | -0.88 | 1.89 | 0.54 | 0.23 | 0.60 | 2.45 | 1.45 | 0.16 | 1.16 | 1.45 | 0.94 | 0.90 | 0.93 | 1.28 | 1.50 | 1.09 | -0.27 | 0.33 |
| Standard Deviation(%) | NA | 11.21 | 11.04 | 13.60 | 11.23 | NA | NA | … | … | 11.11 | 11.29 | 9.06 | 12.69 | 12.22 | 20.09 | 7.00 | 10.65 | 5.13 | 8.32 | 8.93 | 8.75 | 7.64 | 8.42 | 14.68 | 10.70 | 9.24 | 6.16 | 9.35 | 8.24 | 6.53 | 8.39 | 6.86 | 6.43 | 7.11 |
| Draw Down(%) | NA | 8.21 | 13.87 | 21.18 | 21.18 | NA | NA | … | … | 0.90 | 8.21 | 6.51 | 17.20 | 6.92 | 21.18 | 3.71 | 15.91 | 2.52 | 8.38 | 8.01 | 6.64 | 5.71 | 7.02 | 12.97 | 8.82 | 5.44 | 3.53 | 7.03 | 9.83 | 4.04 | 6.73 | 6.23 | 4.48 | 6.37 |
| Yield(%) | NA | 8.00 | 7.25 | 6.96 | 5.42 | NA | NA | … | … | NA | 3.44 | 5.85 | 4.19 | 9.10 | 8.90 | 4.86 | 4.00 | 3.44 | 5.99 | 4.41 | 1.17 | 1.48 | 3.67 | 1.83 | 3.77 | 3.65 | 5.06 | 5.49 | 5.32 | 3.47 | 3.00 | 2.30 | 3.84 | 5.43 |
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 |
|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
2.00%
Dec 2015 – Dec 2018 |
2.67%
Dec 2013 – Dec 2018 |
5.45%
Oct 2013 – Oct 2023 |
6.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
15.58%
Dec 2018 – Dec 2021 |
12.55%
Feb 2009 – Feb 2014 |
11.49%
Sep 2003 – Sep 2013 |
9.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart