Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 14.62% | 0.65% | 5.43% | 4.70% | 6.62% | 7.24% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.38 | 14.62 | 0.65 | 5.43 | 4.70 | 6.62 | 7.24 | … | … | 10.69 | 8.34 | -15.95 | 16.05 | 12.14 | 14.26 | -5.10 | 5.52 | 5.57 | -0.71 | 7.28 | 15.27 | 9.19 | 3.28 | 10.46 | 16.79 | -4.94 | 8.57 | 19.47 | 7.08 | 12.29 | 15.53 | -7.37 | -0.04 |
| Sharpe Ratio | NA | 1.36 | -0.30 | 0.31 | 0.40 | NA | NA | … | … | 0.51 | 0.40 | -1.21 | 1.74 | 1.50 | 3.00 | -1.25 | 1.53 | 1.14 | -0.13 | 1.66 | 2.25 | 1.54 | 0.38 | 0.71 | 1.90 | -1.86 | 0.54 | 1.75 | 0.75 | 1.45 | 2.92 | -1.54 | -0.55 |
| Standard Deviation(%) | NA | 8.84 | 11.39 | 10.24 | 7.96 | NA | NA | … | … | 8.58 | 10.15 | 14.30 | 9.22 | 7.94 | 4.28 | 5.11 | 3.20 | 4.71 | 5.71 | 4.38 | 6.79 | 5.94 | 8.45 | 14.52 | 8.81 | 3.15 | 10.35 | 9.27 | 6.52 | 7.81 | 5.09 | 5.51 | 4.29 |
| Draw Down(%) | NA | 5.11 | 21.40 | 21.40 | 21.40 | NA | NA | … | … | 5.11 | 11.67 | 21.40 | 4.18 | 11.51 | 1.85 | 8.45 | 1.72 | 2.93 | 6.53 | 2.95 | 6.04 | 4.21 | 6.37 | 11.19 | 4.27 | 6.84 | 7.44 | 6.94 | 4.45 | 10.88 | 2.80 | 8.93 | 5.44 |
| Yield(%) | NA | 3.21 | 3.50 | 3.68 | 3.16 | NA | NA | … | … | 0.92 | 2.80 | 2.61 | 4.57 | 4.65 | 3.65 | 3.76 | 0.25 | 2.58 | 3.25 | 3.31 | 4.54 | 3.50 | 2.95 | 2.74 | 2.23 | 2.40 | 5.66 | 8.70 | 5.70 | 7.62 | 3.21 | 0.78 | 1.14 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN Tactical Asset Allocation |
-1.74%
Apr 2021 – Apr 2024 |
2.20%
Mar 2015 – Mar 2020 |
3.38%
Oct 2013 – Oct 2023 |
5.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLONIAL PROPERTIES TRUST AMENDED AND RESTATED 401(k) PROFIT SHARING PLAN Tactical Asset Allocation |
15.03%
Oct 2004 – Oct 2007 |
13.16%
Oct 2002 – Oct 2007 |
10.41%
Apr 2003 – Apr 2013 |
8.57%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart