Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| A.T. CROSS COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.37% | 1.43% | 5.56% | 4.34% | 4.94% | 6.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A.T. CROSS COMPANY DEFINED CONTRIBUTION 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 (%) | -0.94 | 19.37 | 1.43 | 5.56 | 4.34 | 4.94 | 6.22 | … | … | 0.59 | 3.59 | 9.30 | -12.92 | 8.88 | 16.96 | 9.00 | -3.70 | 10.84 | 1.39 | -1.16 | 2.74 | 11.92 | 8.44 | -3.29 | 7.41 | 19.74 | -2.45 | 13.13 | 12.34 | 7.28 | 12.96 | 22.44 | -13.05 | -0.68 |
| Sharpe Ratio | NA | -0.10 | -0.43 | 0.25 | 0.31 | NA | NA | … | … | 0.08 | -0.30 | 0.60 | -1.52 | 0.96 | 2.05 | 1.59 | -0.67 | 2.08 | 0.26 | -0.23 | 0.45 | 1.89 | 1.70 | -0.28 | 0.58 | 2.41 | -1.14 | 1.00 | 1.08 | 0.79 | 1.53 | 4.06 | -1.31 | -0.97 |
| Standard Deviation(%) | NA | 10.04 | 9.33 | 9.10 | 7.51 | NA | NA | … | … | 6.33 | 10.11 | 8.35 | 9.43 | 9.25 | 8.17 | 4.76 | 7.47 | 4.91 | 4.64 | 5.09 | 6.11 | 6.29 | 4.92 | 11.96 | 12.56 | 8.14 | 2.97 | 10.12 | 8.38 | 6.43 | 7.83 | 5.35 | 10.77 | 3.08 |
| Draw Down(%) | NA | 8.70 | 14.21 | 14.62 | 14.62 | NA | NA | … | … | 0.41 | 8.70 | 8.97 | 13.68 | 4.70 | 10.59 | 3.40 | 9.28 | 4.02 | 3.75 | 5.05 | 5.33 | 4.59 | 4.78 | 12.50 | 9.51 | 4.19 | 5.11 | 7.94 | 10.49 | 5.49 | 6.58 | 2.68 | 13.90 | 3.66 |
| Yield(%) | NA | 5.20 | 6.23 | 5.11 | 3.90 | NA | NA | … | … | NA | 0.68 | 5.21 | 4.10 | 9.45 | 3.41 | 3.73 | 3.08 | 0.42 | 2.72 | 2.75 | 4.23 | 0.82 | 2.70 | 0.75 | 4.25 | 3.29 | 1.93 | 6.93 | 5.43 | 4.10 | 3.35 | 3.84 | 0.81 | 3.06 |
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 |
|---|---|---|---|---|
| A.T. CROSS COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.47%
Dec 2021 – Dec 2024 |
1.90%
Feb 2014 – Feb 2019 |
2.91%
Oct 2013 – Oct 2023 |
4.36%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A.T. CROSS COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN Tactical Asset Allocation Moderate |
15.86%
Apr 2003 – Apr 2006 |
13.60%
Jan 2003 – Jan 2008 |
9.72%
Jan 2003 – Jan 2013 |
8.18%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart