Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Con-Way 401K Plan Tactical Asset Allocation Moderate | NA | 1.22% | 5.52% | 5.13% | 3.82% | 6.02% | 6.48% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Con-Way 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.64 | 1.22 | 5.52 | 5.13 | 3.82 | 6.02 | 6.48 | … | … | 0.10 | 12.08 | -8.12 | 9.19 | 14.41 | 10.27 | -3.90 | 9.58 | 6.87 | -6.03 | 1.93 | 17.28 | 8.62 | 2.75 | 8.47 | 15.54 | 2.33 | 8.80 | 12.87 | 4.17 | 9.43 | 20.76 | 6.18 | 6.67 |
| Sharpe Ratio | NA | 0.37 | 0.23 | 0.64 | 0.47 | NA | NA | … | … | -0.03 | 0.99 | -0.86 | 1.00 | 1.69 | 2.22 | -0.68 | 1.50 | 1.34 | -1.02 | 0.31 | 2.43 | 1.28 | 0.34 | 0.77 | 1.62 | 0.22 | 0.66 | 1.30 | 0.36 | 1.30 | 3.57 | 1.09 | 0.78 |
| Standard Deviation(%) | NA | 7.78 | 9.34 | 8.43 | 7.37 | NA | NA | … | … | 7.40 | 7.92 | 10.99 | 9.15 | 8.37 | 3.99 | 7.63 | 5.95 | 4.97 | 5.95 | 6.20 | 7.09 | 6.71 | 7.89 | 10.82 | 9.53 | 6.41 | 8.84 | 7.39 | 5.50 | 6.54 | 5.61 | 4.66 | 5.55 |
| Draw Down(%) | NA | 7.23 | 15.35 | 15.35 | 15.35 | NA | NA | … | … | 2.01 | 7.23 | 13.67 | 5.85 | 6.60 | 2.59 | 9.99 | 3.97 | 3.03 | 9.07 | 5.71 | 4.73 | 5.67 | 5.35 | 9.51 | 4.63 | 6.57 | 6.51 | 8.16 | 4.73 | 5.51 | 2.24 | 2.95 | 4.79 |
| Yield(%) | NA | 2.95 | 3.33 | 3.74 | 2.97 | NA | NA | … | … | 0.01 | 3.18 | 2.67 | 4.26 | 4.23 | 4.50 | 2.26 | 0.28 | 3.24 | 1.98 | 3.36 | 2.06 | 3.58 | 3.65 | 4.41 | 4.14 | 3.38 | 4.13 | 3.78 | 3.20 | 4.32 | 3.95 | 4.70 | 7.06 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Con-Way 401K Plan Tactical Asset Allocation Moderate |
0.78%
Dec 2013 – Dec 2016 |
1.51%
Dec 2013 – Dec 2018 |
3.82%
Oct 2013 – Oct 2023 |
5.54%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Con-Way 401K Plan Tactical Asset Allocation Moderate |
12.99%
Apr 2003 – Apr 2006 |
12.06%
Jun 2002 – Jun 2007 |
9.92%
Apr 2001 – Apr 2011 |
8.41%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart