Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAMERON INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 41.09% | 16.35% | 15.25% | 11.14% | 10.90% | 10.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMERON INTERNATIONAL CORPORATION 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 | 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 (%) | -0.87 | 41.09 | 16.35 | 15.25 | 11.14 | 10.90 | 10.62 | … | … | 1.39 | 25.91 | 31.23 | -3.03 | 3.69 | 17.80 | 15.23 | 2.08 | 15.03 | 5.60 | 1.50 | 5.92 | 21.32 | 12.23 | 1.83 | 8.10 | 15.37 | 0.45 | 15.84 | 9.47 | 8.01 | 13.36 | 10.56 | -1.87 | 4.68 |
| Sharpe Ratio | NA | 1.85 | 1.26 | 0.87 | 0.82 | NA | NA | … | … | 0.12 | 1.68 | 3.10 | -0.35 | 0.26 | 0.91 | 1.73 | 0.06 | 2.73 | 0.59 | 0.16 | 0.66 | 2.76 | 1.58 | 0.11 | 0.73 | 1.75 | -0.20 | 1.24 | 0.75 | 0.87 | 1.61 | 1.07 | -0.62 | 0.96 |
| Standard Deviation(%) | NA | 11.48 | 11.06 | 13.69 | 11.60 | NA | NA | … | … | 10.70 | 11.53 | 8.69 | 12.56 | 13.94 | 19.34 | 8.01 | 12.09 | 5.27 | 9.10 | 9.49 | 8.93 | 7.71 | 7.69 | 15.66 | 11.03 | 8.72 | 2.43 | 10.37 | 8.28 | 6.74 | 7.70 | 9.18 | 4.77 | 2.48 |
| Draw Down(%) | NA | 6.70 | 11.87 | 20.69 | 20.69 | NA | NA | … | … | 0.70 | 6.70 | 4.49 | 12.96 | 11.28 | 20.69 | 4.87 | 14.37 | 2.34 | 6.95 | 9.30 | 6.59 | 3.88 | 5.58 | 13.99 | 8.51 | 4.21 | 3.05 | 6.35 | 10.30 | 4.81 | 5.96 | 6.45 | 6.07 | 1.52 |
| Yield(%) | NA | 17.43 | 13.57 | 10.60 | 7.84 | NA | NA | … | … | NA | 9.28 | 16.44 | 7.81 | 7.53 | 8.71 | 3.42 | 10.45 | 2.50 | 4.77 | 4.77 | 3.85 | 8.58 | 4.60 | 1.66 | 3.23 | 3.25 | 2.39 | 10.35 | 4.95 | 3.21 | 3.39 | 2.71 | 4.69 | 4.21 |
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 |
|---|---|---|---|---|
| CAMERON INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
3.95%
Oct 2013 – Oct 2016 |
5.45%
Sep 2017 – Sep 2022 |
7.23%
Sep 2012 – Sep 2022 |
7.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMERON INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
18.37%
Nov 2021 – Nov 2024 |
15.66%
Nov 2019 – Nov 2024 |
11.42%
Nov 2014 – Nov 2024 |
11.23%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart