Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CORE LABORATORIES PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 36.09% | 12.32% | 12.00% | 7.60% | 7.86% | 9.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CORE LABORATORIES PROFIT SHARING AND RETIREMENT 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 (%) | -0.67 | 36.09 | 12.32 | 12.00 | 7.60 | 7.86 | 9.38 | … | … | 0.35 | 23.43 | 25.94 | -10.31 | 14.32 | 9.86 | 10.79 | -5.30 | 12.70 | 4.36 | -3.95 | 3.33 | 11.45 | 10.70 | -2.88 | 14.40 | 30.29 | -6.63 | 17.36 | 16.37 | 15.80 | 9.63 | 21.82 | 5.09 | 6.98 |
| Sharpe Ratio | NA | 2.64 | 0.87 | 0.99 | 0.74 | NA | NA | … | … | 0.04 | 2.58 | 2.70 | -0.85 | 1.61 | 1.14 | 1.89 | -0.83 | 2.28 | 0.73 | -0.63 | 0.52 | 1.58 | 1.97 | -0.25 | 1.01 | 2.69 | -1.27 | 1.29 | 1.45 | 2.13 | 0.97 | 4.26 | 0.91 | 1.14 |
| Standard Deviation(%) | NA | 6.48 | 9.90 | 9.45 | 7.98 | NA | NA | … | … | 6.54 | 6.52 | 8.02 | 13.71 | 8.89 | 8.43 | 4.98 | 8.01 | 5.28 | 5.72 | 6.32 | 6.36 | 7.23 | 5.40 | 11.70 | 14.19 | 11.22 | 5.93 | 11.14 | 9.01 | 6.40 | 8.98 | 4.95 | 4.40 | 4.09 |
| Draw Down(%) | NA | 3.42 | 14.44 | 16.13 | 16.13 | NA | NA | … | … | 0.40 | 3.42 | 4.81 | 16.08 | 4.49 | 10.34 | 2.59 | 11.41 | 2.28 | 4.31 | 9.95 | 5.43 | 7.05 | 4.03 | 12.13 | 10.62 | 5.50 | 9.45 | 8.92 | 11.10 | 5.03 | 10.13 | 2.48 | 5.75 | 2.77 |
| Yield(%) | NA | 18.29 | 11.77 | 9.29 | 6.27 | NA | NA | … | … | NA | 5.77 | 17.01 | 8.02 | 3.46 | 3.60 | 8.47 | 2.73 | 0.34 | 4.48 | 3.13 | 5.21 | 6.84 | 4.26 | 1.71 | 5.84 | 5.19 | 2.21 | 10.11 | 8.19 | 6.70 | 2.89 | 3.68 | 5.06 | 6.93 |
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 |
|---|---|---|---|---|
| CORE LABORATORIES PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.34%
Oct 2017 – Oct 2020 |
2.03%
Dec 2013 – Dec 2018 |
3.68%
Oct 2010 – Oct 2020 |
5.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORE LABORATORIES PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
19.94%
Oct 2004 – Oct 2007 |
16.93%
Oct 2002 – Oct 2007 |
13.05%
Apr 2001 – Apr 2011 |
10.15%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart