Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.16% | 1.76% | 5.50% | 4.20% | 5.35% | 5.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) 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 (%) | -1.26 | 22.16 | 1.76 | 5.50 | 4.20 | 5.35 | 5.88 | … | … | 0.10 | -1.85 | 16.03 | -15.84 | 8.93 | 12.38 | 9.25 | -3.25 | 8.11 | 2.41 | -0.74 | -1.10 | 16.73 | 9.14 | 2.07 | 8.43 | 17.21 | -3.80 | 7.21 | 12.75 | 3.14 | 11.27 | 16.14 | 1.57 | 6.60 |
| Sharpe Ratio | NA | -0.73 | -0.42 | 0.07 | 0.18 | NA | NA | … | … | 0.01 | -0.80 | 1.29 | -1.13 | 1.18 | 1.37 | 1.68 | -0.64 | 1.41 | 0.56 | -0.15 | -0.21 | 2.36 | 1.74 | 0.26 | 0.82 | 2.04 | -1.14 | 0.48 | 1.32 | 0.18 | 1.54 | 3.36 | 0.12 | 1.06 |
| Standard Deviation(%) | NA | 10.48 | 11.91 | 10.59 | 8.39 | NA | NA | … | … | 6.24 | 10.54 | 9.12 | 15.18 | 7.53 | 8.87 | 4.68 | 7.17 | 5.31 | 3.91 | 5.11 | 5.32 | 7.06 | 5.23 | 7.82 | 10.23 | 8.41 | 4.15 | 8.79 | 7.17 | 5.26 | 6.73 | 4.59 | 3.99 | 4.05 |
| Draw Down(%) | NA | 12.69 | 23.19 | 24.17 | 24.17 | NA | NA | … | … | 0.50 | 12.57 | 9.76 | 23.64 | 3.76 | 10.59 | 3.70 | 8.53 | 4.44 | 2.96 | 4.89 | 6.93 | 5.16 | 3.90 | 6.24 | 7.59 | 4.10 | 6.93 | 6.69 | 7.30 | 4.61 | 5.21 | 2.60 | 4.75 | 2.79 |
| Yield(%) | NA | 3.78 | 3.83 | 4.25 | 3.43 | NA | NA | … | … | NA | 0.45 | 3.84 | 2.13 | 5.23 | 5.75 | 4.81 | 1.10 | 0.13 | 2.62 | 4.90 | 3.99 | 2.98 | 4.83 | 1.69 | 4.31 | 4.44 | 2.44 | 6.29 | 6.49 | 4.91 | 3.62 | 3.50 | 4.58 | 6.55 |
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 |
|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.47%
Sep 2019 – Sep 2022 |
-0.63%
Sep 2017 – Sep 2022 |
2.23%
Oct 2013 – Oct 2023 |
3.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
11.83%
Apr 2003 – Apr 2006 |
10.85%
Jun 2009 – Jun 2014 |
8.71%
Jul 2003 – Jul 2013 |
7.43%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart