Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Cortland Savings and Banking 401(k) Plan Tactical Asset Allocation Moderate | NA | 33.66% | 9.32% | 9.89% | 5.81% | 5.69% | 6.61% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Cortland Savings and Banking 401(k) 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 (%) | -0.60 | 33.66 | 9.32 | 9.89 | 5.81 | 5.69 | 6.61 | … | … | 0.65 | 18.47 | 21.44 | -8.70 | 4.39 | 12.63 | 8.30 | -0.58 | 8.50 | -1.03 | -3.97 | 0.62 | 14.44 | 2.37 | 2.70 | 4.13 | 14.59 | 2.97 | 7.81 | 13.44 | 6.27 | 12.96 | 13.68 | 0.91 | 8.59 |
| Sharpe Ratio | NA | 1.43 | 0.71 | 0.74 | 0.54 | NA | NA | … | … | 0.06 | 1.30 | 2.25 | -1.10 | 0.41 | 1.53 | 1.46 | -0.27 | 1.70 | -0.26 | -0.78 | 0.10 | 2.14 | 0.44 | 0.33 | 0.42 | 1.95 | 0.44 | 0.53 | 1.49 | 0.72 | 1.51 | 2.40 | -0.04 | 1.25 |
| Standard Deviation(%) | NA | 9.13 | 8.71 | 9.03 | 7.40 | NA | NA | … | … | 10.11 | 9.13 | 7.64 | 9.17 | 10.69 | 8.09 | 4.73 | 6.94 | 4.62 | 4.69 | 5.11 | 5.83 | 6.72 | 5.28 | 8.13 | 9.73 | 7.44 | 4.60 | 9.14 | 6.82 | 5.71 | 7.96 | 5.41 | 4.84 | 5.01 |
| Draw Down(%) | NA | 6.84 | 12.79 | 16.05 | 16.05 | NA | NA | … | … | 0.72 | 6.84 | 4.36 | 13.64 | 6.14 | 7.22 | 4.00 | 8.05 | 2.72 | 3.82 | 7.32 | 5.17 | 4.62 | 5.55 | 7.92 | 9.68 | 4.42 | 4.13 | 6.34 | 6.80 | 3.97 | 6.45 | 2.66 | 3.96 | 4.15 |
| Yield(%) | NA | 16.11 | 11.39 | 8.03 | 5.00 | NA | NA | … | … | NA | 4.49 | 15.63 | 7.13 | 6.46 | 2.85 | 3.69 | 2.27 | 0.49 | 2.46 | 2.23 | 2.11 | 2.83 | 6.11 | 1.42 | 1.35 | 6.96 | 1.02 | 4.27 | 5.15 | 5.59 | 2.51 | 0.62 | 4.17 | 5.73 |
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 |
|---|---|---|---|---|
| The Cortland Savings and Banking 401(k) Plan Tactical Asset Allocation Moderate |
-1.48%
Dec 2013 – Dec 2016 |
0.62%
Dec 2013 – Dec 2018 |
2.87%
Apr 2010 – Apr 2020 |
3.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Cortland Savings and Banking 401(k) Plan Tactical Asset Allocation Moderate |
12.89%
Apr 2003 – Apr 2006 |
11.30%
Jan 2003 – Jan 2008 |
8.77%
Apr 2001 – Apr 2011 |
6.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart