Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CON-WAY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 27.11% | 0.25% | 4.72% | 4.11% | 5.47% | 6.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CON-WAY 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 (%) | -0.89 | 27.11 | 0.25 | 4.72 | 4.11 | 5.47 | 6.08 | … | … | 0.20 | 5.28 | 20.48 | -25.82 | 14.25 | 11.22 | 8.76 | -2.12 | 4.74 | 6.45 | -1.00 | 4.07 | 17.14 | 9.18 | -2.20 | 9.06 | 19.91 | 2.80 | 7.67 | 9.57 | 0.61 | 9.35 | 15.97 | 7.47 | 7.70 |
| Sharpe Ratio | NA | 0.01 | -0.31 | 0.08 | 0.19 | NA | NA | … | … | 0.01 | -0.09 | 1.52 | -1.41 | 1.30 | 1.31 | 2.03 | -0.70 | 1.10 | 1.61 | -0.26 | 0.88 | 2.51 | 1.36 | -0.27 | 0.86 | 2.27 | 0.36 | 0.55 | 1.07 | -0.27 | 1.25 | 2.46 | 1.63 | 1.06 |
| Standard Deviation(%) | NA | 13.91 | 15.09 | 13.26 | 9.80 | NA | NA | … | … | 12.15 | 13.97 | 10.70 | 19.34 | 10.94 | 8.41 | 3.61 | 4.93 | 3.75 | 3.88 | 3.92 | 4.62 | 6.80 | 6.73 | 8.33 | 10.41 | 8.73 | 5.26 | 8.48 | 5.91 | 5.85 | 6.70 | 6.20 | 3.91 | 5.07 |
| Draw Down(%) | NA | 11.86 | 25.20 | 29.48 | 29.48 | NA | NA | … | … | 1.07 | 11.73 | 9.81 | 27.87 | 6.84 | 10.70 | 1.71 | 7.24 | 3.32 | 2.00 | 4.44 | 3.50 | 4.77 | 5.67 | 9.15 | 9.80 | 3.90 | 4.86 | 5.59 | 4.95 | 5.03 | 5.19 | 3.80 | 2.37 | 3.95 |
| Yield(%) | NA | 4.67 | 6.17 | 5.21 | 3.90 | NA | NA | … | … | NA | 0.59 | 4.79 | 3.24 | 9.79 | 5.06 | 3.18 | 2.53 | 0.38 | 3.43 | 2.44 | 3.87 | 2.23 | 3.66 | 3.48 | 4.15 | 4.95 | 4.01 | 2.96 | 3.76 | 3.71 | 4.53 | 3.43 | 6.23 | 7.90 |
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 |
|---|---|---|---|---|
| CON-WAY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.47%
Sep 2019 – Sep 2022 |
-0.54%
Sep 2017 – Sep 2022 |
2.29%
Oct 2013 – Oct 2023 |
4.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CON-WAY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
11.47%
May 2008 – May 2011 |
10.82%
Feb 2009 – Feb 2014 |
9.37%
Apr 2001 – Apr 2011 |
7.83%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart