Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.89% | 6.65% | 9.43% | 5.38% | 6.01% | 7.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDI CORPORATION 401(k) 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 (%) | -1.35 | 34.89 | 6.65 | 9.43 | 5.38 | 6.01 | 7.14 | … | … | 1.87 | 19.12 | 15.47 | -12.08 | 12.45 | 14.71 | 3.84 | -4.85 | 9.90 | -3.04 | -0.17 | 4.76 | 11.07 | 11.75 | 3.02 | 2.20 | 25.97 | -7.87 | 7.09 | 20.47 | 9.05 | 7.94 | 15.43 | -9.28 | -2.73 |
| Sharpe Ratio | NA | 0.96 | 0.30 | 0.54 | 0.34 | NA | NA | … | … | 0.10 | 0.82 | 1.16 | -1.37 | 0.79 | 1.07 | 0.29 | -0.67 | 1.84 | -0.48 | -0.03 | 0.72 | 1.50 | 1.74 | 0.39 | 0.19 | 2.57 | -1.66 | 0.40 | 2.34 | 1.08 | 0.89 | 2.24 | -1.47 | -0.93 |
| Standard Deviation(%) | NA | 15.43 | 11.98 | 13.12 | 10.60 | NA | NA | … | … | 18.70 | 15.33 | 9.66 | 9.81 | 15.71 | 13.53 | 8.42 | 9.23 | 5.03 | 6.75 | 6.04 | 6.63 | 7.36 | 6.74 | 7.73 | 10.97 | 10.05 | 5.31 | 10.34 | 7.35 | 6.36 | 7.87 | 6.57 | 7.06 | 5.42 |
| Draw Down(%) | NA | 11.72 | 13.06 | 15.78 | 15.78 | NA | NA | … | … | 1.52 | 11.72 | 8.54 | 13.73 | 7.77 | 12.56 | 5.52 | 10.84 | 2.92 | 5.27 | 4.68 | 4.98 | 6.25 | 5.47 | 6.45 | 9.09 | 4.24 | 10.24 | 7.49 | 7.82 | 4.93 | 6.46 | 2.90 | 10.65 | 6.79 |
| Yield(%) | NA | 6.13 | 6.92 | 6.13 | 4.28 | NA | NA | … | … | NA | 0.15 | 6.75 | 2.59 | 11.93 | 6.51 | 3.24 | 3.18 | 0.30 | 1.89 | 2.13 | 5.04 | 5.24 | 3.51 | 4.65 | 4.86 | 4.64 | 2.35 | 6.35 | 6.40 | 4.09 | 1.33 | 0.98 | 1.02 | 2.43 |
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 |
|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.11%
May 2017 – May 2020 |
-1.22%
May 2015 – May 2020 |
2.54%
Apr 2010 – Apr 2020 |
4.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
15.63%
Oct 2004 – Oct 2007 |
12.79%
Oct 2002 – Oct 2007 |
9.64%
Apr 2003 – Apr 2013 |
7.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart