Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 17.59% | -0.61% | 5.26% | 4.06% | 4.67% | 5.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMMUNITY CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP 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 (%) | -1.11 | 17.59 | -0.61 | 5.26 | 4.06 | 4.67 | 5.35 | … | … | 0.60 | 6.93 | 9.61 | -15.32 | 11.06 | 13.08 | 11.91 | -5.11 | 9.50 | 6.83 | -5.38 | -0.82 | 15.62 | 7.78 | -0.26 | 4.58 | 22.20 | -12.87 | 8.41 | 15.41 | 4.54 | 14.81 | 27.39 | 5.29 | 6.09 |
| Sharpe Ratio | NA | 0.18 | -0.34 | 0.22 | 0.29 | NA | NA | … | … | 0.07 | 0.04 | 0.61 | -1.86 | 0.94 | 1.36 | 2.57 | -0.80 | 1.43 | 1.66 | -0.83 | -0.13 | 1.98 | 1.86 | -0.04 | 0.42 | 2.39 | -1.95 | 0.60 | 1.61 | 0.43 | 1.84 | 4.51 | 0.82 | 0.83 |
| Standard Deviation(%) | NA | 9.43 | 9.06 | 9.77 | 8.09 | NA | NA | … | … | 8.07 | 9.47 | 8.83 | 8.98 | 11.75 | 9.45 | 4.08 | 8.03 | 6.21 | 3.99 | 6.50 | 6.52 | 7.89 | 4.15 | 8.23 | 10.75 | 9.27 | 7.09 | 9.04 | 7.52 | 5.56 | 7.56 | 5.92 | 5.09 | 4.54 |
| Draw Down(%) | NA | 7.13 | 16.15 | 20.59 | 20.59 | NA | NA | … | … | 0.58 | 7.13 | 7.74 | 16.30 | 5.44 | 13.33 | 2.42 | 11.77 | 4.68 | 2.52 | 9.60 | 6.63 | 7.27 | 3.67 | 9.13 | 10.55 | 5.82 | 18.00 | 7.49 | 8.79 | 4.84 | 7.34 | 2.80 | 5.62 | 4.24 |
| Yield(%) | NA | 3.15 | 5.07 | 5.08 | 3.88 | NA | NA | … | … | NA | 0.68 | 3.19 | 4.51 | 7.34 | 6.01 | 4.60 | 2.83 | 0.70 | 4.50 | 2.39 | 2.91 | 3.50 | 4.85 | 4.13 | 3.67 | 4.22 | 3.66 | 6.04 | 3.78 | 3.77 | 4.90 | 5.57 | 4.67 | 6.74 |
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 |
|---|---|---|---|---|
| COMMUNITY CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
-1.27%
Apr 2021 – Apr 2024 |
0.82%
Dec 2013 – Dec 2018 |
2.56%
Oct 2013 – Oct 2023 |
3.51%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMMUNITY CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
16.71%
Jul 2002 – Jul 2005 |
15.25%
Oct 2002 – Oct 2007 |
9.57%
Apr 2001 – Apr 2011 |
7.91%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart