Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER PLAN Tactical Asset Allocation Moderate | NA | 22.70% | 2.62% | 4.43% | 4.82% | 6.09% | 6.78% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER 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 (%) | -0.79 | 22.70 | 2.62 | 4.43 | 4.82 | 6.09 | 6.78 | … | … | 0.08 | 5.69 | 13.19 | -16.33 | 17.31 | 0.19 | 15.94 | -2.18 | 11.83 | 3.19 | 0.35 | 1.22 | 12.88 | 9.37 | 1.35 | 13.62 | 19.61 | -5.50 | 7.68 | 21.26 | 3.62 | 11.07 | 22.34 | 1.83 | 9.90 |
| Sharpe Ratio | NA | 0.04 | -0.32 | 0.07 | 0.34 | NA | NA | … | … | 0.00 | -0.10 | 1.01 | -1.24 | 1.87 | 0.00 | 3.78 | -0.50 | 2.39 | 0.69 | 0.06 | 0.20 | 2.09 | 1.92 | 0.16 | 1.00 | 2.43 | -2.38 | 0.51 | 2.33 | 0.21 | 1.40 | 4.05 | 0.16 | 1.89 |
| Standard Deviation(%) | NA | 8.69 | 10.93 | 10.51 | 8.26 | NA | NA | … | … | 7.61 | 8.76 | 8.85 | 14.24 | 9.24 | 10.39 | 3.84 | 6.95 | 4.69 | 4.32 | 5.08 | 5.92 | 6.14 | 4.85 | 8.46 | 13.56 | 8.02 | 2.70 | 9.18 | 7.73 | 6.86 | 7.25 | 5.35 | 4.45 | 4.02 |
| Draw Down(%) | NA | 7.13 | 21.54 | 22.55 | 22.55 | NA | NA | … | … | 0.81 | 7.05 | 9.93 | 22.51 | 3.54 | 19.22 | 2.25 | 8.27 | 2.69 | 3.84 | 4.92 | 6.09 | 5.83 | 3.54 | 7.70 | 9.63 | 4.00 | 5.93 | 6.82 | 5.59 | 5.39 | 7.78 | 1.90 | 8.28 | 3.75 |
| Yield(%) | NA | 4.71 | 6.70 | 5.80 | 3.78 | NA | NA | … | … | NA | 0.83 | 4.58 | 4.23 | 10.92 | 3.88 | 5.20 | 2.52 | 0.27 | 2.21 | 1.46 | 2.14 | 3.37 | 3.31 | 1.75 | 2.75 | 2.17 | 1.91 | 8.01 | 8.66 | 4.76 | 6.88 | 6.07 | 4.42 | 8.35 |
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 |
|---|---|---|---|---|
| CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER PLAN Tactical Asset Allocation Moderate |
-1.81%
Sep 2019 – Sep 2022 |
0.86%
Sep 2017 – Sep 2022 |
3.02%
Oct 2013 – Oct 2023 |
4.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CULP, INC. EMPLOYEES #8217 RETIREMENT BUILDER PLAN Tactical Asset Allocation Moderate |
14.64%
Mar 2003 – Mar 2006 |
14.18%
Oct 2002 – Oct 2007 |
10.51%
Apr 2003 – Apr 2013 |
8.93%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart