Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 23.44% | 2.52% | 5.25% | 4.14% | 4.60% | 5.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing 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 (%) | -0.86 | 23.44 | 2.52 | 5.25 | 4.14 | 4.60 | 5.64 | … | … | 0.53 | 6.28 | 13.80 | -15.97 | 11.16 | 7.34 | 8.71 | -1.67 | 9.21 | 4.30 | -2.37 | 0.27 | 10.92 | 8.65 | -4.54 | 8.36 | 17.92 | -3.19 | 11.50 | 11.58 | 4.95 | 11.87 | 18.81 | 5.16 | 8.52 |
| Sharpe Ratio | NA | 0.08 | -0.25 | 0.14 | 0.26 | NA | NA | … | … | 0.07 | -0.03 | 1.18 | -1.19 | 1.20 | 0.79 | 1.84 | -0.41 | 1.92 | 0.95 | -0.47 | 0.04 | 1.85 | 1.98 | -0.59 | 0.87 | 2.83 | -0.76 | 1.04 | 1.30 | 0.50 | 1.75 | 3.08 | 0.91 | 1.47 |
| Standard Deviation(%) | NA | 8.99 | 10.91 | 10.24 | 8.11 | NA | NA | … | … | 6.49 | 9.00 | 8.08 | 14.53 | 9.26 | 9.00 | 3.98 | 7.28 | 4.47 | 4.33 | 5.16 | 5.95 | 5.88 | 4.34 | 7.78 | 9.47 | 6.30 | 5.41 | 8.16 | 6.37 | 5.58 | 6.25 | 5.87 | 4.45 | 4.22 |
| Draw Down(%) | NA | 8.25 | 20.37 | 21.24 | 21.24 | NA | NA | … | … | 0.50 | 8.25 | 7.51 | 21.12 | 6.48 | 11.53 | 2.34 | 7.84 | 2.92 | 2.27 | 8.29 | 6.23 | 4.64 | 4.07 | 9.67 | 8.33 | 3.66 | 8.82 | 6.60 | 7.77 | 3.85 | 5.83 | 3.69 | 3.91 | 2.64 |
| Yield(%) | NA | 5.73 | 6.95 | 6.10 | 3.92 | NA | NA | … | … | NA | 0.43 | 5.88 | 5.80 | 8.92 | 4.66 | 5.41 | 2.37 | 0.27 | 1.19 | 1.42 | 3.04 | 5.73 | 4.71 | 0.91 | 2.17 | 4.94 | 3.99 | 7.60 | 6.75 | 5.89 | 4.00 | 4.75 | 6.63 | 6.29 |
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 |
|---|---|---|---|---|
| CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan Tactical Asset Allocation Mod |
-1.36%
Sep 2019 – Sep 2022 |
0.21%
Sep 2017 – Sep 2022 |
2.22%
Oct 2013 – Oct 2023 |
3.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASCADE FINANCIAL CORP. 401(k) Salary Deferral and Profit Sharing Plan Tactical Asset Allocation Mod |
13.53%
Apr 2003 – Apr 2006 |
12.79%
Oct 2002 – Oct 2007 |
9.63%
Apr 2001 – Apr 2011 |
7.33%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart