Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cascade Corporation Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 32.04% | 11.41% | 11.11% | 7.42% | 7.80% | 7.75% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cascade Corporation Savings and Investment 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 (%) | -0.39 | 32.04 | 11.41 | 11.11 | 7.42 | 7.80 | 7.75 | … | … | 0.80 | 20.47 | 25.47 | -7.91 | 5.98 | 13.38 | 11.35 | -2.07 | 10.88 | 2.33 | -1.73 | 2.62 | 16.94 | 7.40 | 4.86 | 8.58 | 12.12 | -0.33 | 8.80 | 11.51 | 4.39 | 9.62 | 17.27 | -0.11 | 6.27 |
| Sharpe Ratio | NA | 2.49 | 0.92 | 0.94 | 0.77 | NA | NA | … | … | 0.16 | 2.24 | 3.15 | -0.69 | 0.67 | 1.64 | 2.12 | -0.47 | 1.97 | 0.41 | -0.34 | 0.48 | 2.38 | 1.62 | 0.62 | 0.85 | 1.57 | -0.29 | 0.65 | 1.06 | 0.38 | 1.10 | 2.90 | -0.27 | 1.04 |
| Standard Deviation(%) | NA | 6.12 | 9.37 | 9.02 | 7.50 | NA | NA | … | … | 4.50 | 6.20 | 6.74 | 13.41 | 8.85 | 8.01 | 4.68 | 7.26 | 5.20 | 5.22 | 5.11 | 5.48 | 7.10 | 4.54 | 7.76 | 10.05 | 7.68 | 4.35 | 8.94 | 7.79 | 5.91 | 7.90 | 5.72 | 4.50 | 3.82 |
| Draw Down(%) | NA | 3.34 | 14.80 | 16.76 | 16.76 | NA | NA | … | … | 0.24 | 3.34 | 3.16 | 16.04 | 4.38 | 8.62 | 3.01 | 8.05 | 3.13 | 4.36 | 5.45 | 6.02 | 5.17 | 3.80 | 5.17 | 7.97 | 4.22 | 7.11 | 7.12 | 9.31 | 4.95 | 6.65 | 2.81 | 5.49 | 2.30 |
| Yield(%) | NA | 17.17 | 11.36 | 8.12 | 5.17 | NA | NA | … | … | NA | 5.58 | 16.05 | 6.90 | 4.59 | 1.74 | 5.55 | 2.94 | 0.41 | 3.65 | 1.48 | 2.51 | 2.05 | 2.79 | 1.63 | 2.76 | 3.14 | 2.98 | 6.08 | 4.82 | 3.75 | 3.08 | 3.47 | 3.73 | 5.39 |
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 |
|---|---|---|---|---|
| Cascade Corporation Savings and Investment Plan Tactical Asset Allocation Moderate |
1.05%
Dec 2013 – Dec 2016 |
2.12%
Sep 2017 – Sep 2022 |
4.06%
Sep 2012 – Sep 2022 |
4.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cascade Corporation Savings and Investment Plan Tactical Asset Allocation Moderate |
13.66%
Nov 2021 – Nov 2024 |
11.80%
Nov 2019 – Nov 2024 |
8.84%
Jul 2003 – Jul 2013 |
7.84%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart