Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| C and S Wholesale Grocers Inc Retirement Plan Tactical Asset Allocation Moderate | NA | 26.37% | 5.07% | 8.88% | 7.87% | 9.29% | 8.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| C and S Wholesale Grocers Inc Retirement 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 (%) | -0.96 | 26.37 | 5.07 | 8.88 | 7.87 | 9.29 | 8.84 | … | … | 15.95 | -5.80 | 12.20 | -10.16 | 13.48 | 11.94 | 20.47 | -6.22 | 13.15 | 10.60 | 1.07 | 5.79 | 16.54 | 15.64 | 0.72 | 19.38 | 13.87 | -8.01 | 9.68 | 13.52 | 8.45 | 10.35 | 16.65 | -5.27 | -1.49 |
| Sharpe Ratio | NA | 0.14 | 0.01 | 0.25 | 0.40 | NA | NA | … | … | 0.16 | -0.55 | 0.91 | -0.90 | 1.38 | 0.53 | 2.70 | -0.71 | 2.43 | 1.16 | 0.11 | 0.68 | 2.09 | 1.77 | 0.04 | 1.71 | 1.52 | -1.42 | 0.61 | 1.19 | 0.92 | 1.10 | 1.93 | -0.93 | -0.59 |
| Standard Deviation(%) | NA | 26.70 | 17.83 | 17.54 | 13.76 | NA | NA | … | … | 101.16 | 22.57 | 8.75 | 12.80 | 9.75 | 22.08 | 7.06 | 10.55 | 5.15 | 8.97 | 9.47 | 8.53 | 7.88 | 8.82 | 16.49 | 11.28 | 9.09 | 6.28 | 11.02 | 8.64 | 6.80 | 8.58 | 8.26 | 6.89 | 6.44 |
| Draw Down(%) | NA | 21.30 | 21.30 | 26.13 | 26.13 | NA | NA | … | … | 0.78 | 21.30 | 7.05 | 16.53 | 3.95 | 26.13 | 3.35 | 14.72 | 2.15 | 7.47 | 8.40 | 5.32 | 5.00 | 6.81 | 15.35 | 8.83 | 6.07 | 15.05 | 7.99 | 9.84 | 4.99 | 7.10 | 6.91 | 9.77 | 9.29 |
| Yield(%) | NA | 3.49 | 3.89 | 3.55 | 4.11 | NA | NA | … | … | NA | 1.43 | 3.26 | 2.37 | 5.38 | 3.63 | 3.24 | 2.52 | 5.22 | 4.70 | 5.09 | 5.91 | 2.61 | 3.33 | 4.39 | 5.16 | 4.02 | 5.93 | 8.22 | 4.61 | 4.13 | 3.58 | 2.97 | 4.07 | 5.33 |
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 |
|---|---|---|---|---|
| C and S Wholesale Grocers Inc Retirement Plan Tactical Asset Allocation Moderate |
-1.71%
Dec 2021 – Dec 2024 |
3.47%
Mar 2015 – Mar 2020 |
5.60%
Dec 2014 – Dec 2024 |
6.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C and S Wholesale Grocers Inc Retirement Plan Tactical Asset Allocation Moderate |
16.66%
Apr 2009 – Apr 2012 |
14.69%
Feb 2009 – Feb 2014 |
10.69%
Mar 2003 – Mar 2013 |
10.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart