Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CoreLogic, Inc.401(k) Savings Plan Tactical Asset Allocation Moderate | NA | -0.16% | 2.29% | 4.32% | 3.31% | 5.13% | 5.56% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CoreLogic, Inc.401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.02 | -0.16 | 2.29 | 4.32 | 3.31 | 5.13 | 5.56 | … | … | 0.83 | 11.48 | -12.40 | 7.76 | 15.63 | 17.39 | -5.39 | 7.46 | 2.19 | -1.07 | 1.45 | 16.04 | 3.50 | 3.29 | 6.23 | 15.44 | -5.27 | 8.92 | 12.95 | 5.37 | 10.81 | 19.02 | 7.33 | 6.95 |
| Sharpe Ratio | NA | 0.45 | 0.00 | 0.58 | 0.48 | NA | NA | … | … | 0.08 | 0.93 | -1.46 | 0.82 | 1.62 | 2.24 | -0.88 | 1.42 | 0.42 | -0.20 | 0.23 | 2.19 | 0.61 | 0.42 | 0.57 | 1.88 | -1.51 | 0.64 | 1.24 | 0.54 | 1.30 | 3.31 | 2.17 | 1.12 |
| Standard Deviation(%) | NA | 7.69 | 8.82 | 8.67 | 7.38 | NA | NA | … | … | 7.10 | 7.78 | 9.42 | 9.48 | 9.50 | 7.14 | 7.60 | 4.81 | 4.69 | 5.53 | 6.09 | 7.30 | 5.65 | 7.69 | 10.77 | 8.16 | 4.11 | 9.29 | 7.78 | 5.93 | 7.59 | 5.53 | 2.87 | 4.15 |
| Draw Down(%) | NA | 6.85 | 13.74 | 13.74 | 13.74 | NA | NA | … | … | 1.56 | 6.85 | 13.41 | 4.59 | 7.93 | 3.88 | 12.07 | 2.09 | 3.96 | 5.38 | 5.57 | 5.44 | 5.58 | 5.19 | 9.69 | 4.37 | 9.09 | 7.69 | 9.23 | 5.02 | 6.67 | 2.96 | 1.83 | 3.21 |
| Yield(%) | NA | 3.76 | 4.58 | 4.17 | 3.49 | NA | NA | … | … | 0.00 | 4.02 | 2.35 | 7.55 | 3.77 | 3.48 | 3.63 | 0.20 | 2.25 | 3.36 | 4.68 | 2.95 | 2.88 | 2.01 | 2.19 | 3.33 | 3.05 | 3.87 | 4.42 | 3.95 | 4.56 | 3.87 | 4.98 | 6.19 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| CoreLogic, Inc.401(k) Savings Plan Tactical Asset Allocation Moderate |
0.85%
Dec 2013 – Dec 2016 |
0.84%
Dec 2013 – Dec 2018 |
3.31%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CoreLogic, Inc.401(k) Savings Plan Tactical Asset Allocation Moderate |
13.72%
Apr 2003 – Apr 2006 |
12.17%
Oct 2002 – Oct 2007 |
9.09%
Apr 2001 – Apr 2011 |
7.19%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart