Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE RESTATED COTT USA 401(K) SAVINGS & RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 17.68% | -0.37% | 5.32% | 4.51% | 3.02% | 4.39% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE RESTATED COTT USA 401(K) SAVINGS & 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 (%) | -0.85 | 17.68 | -0.37 | 5.32 | 4.51 | 3.02 | 4.39 | … | … | 0.43 | 1.25 | 11.51 | -15.55 | 10.62 | 17.30 | 11.70 | -3.80 | 2.20 | 9.87 | -1.01 | 1.08 | 17.16 | 6.17 | -27.38 | 6.23 | 16.67 | -2.32 | 9.94 | 12.16 | 5.40 | 11.22 | 20.66 | 1.61 | 6.75 |
| Sharpe Ratio | NA | -0.35 | -0.45 | 0.18 | 0.30 | NA | NA | … | … | 0.05 | -0.49 | 0.73 | -1.67 | 0.85 | 2.15 | 2.91 | -0.99 | 0.44 | 2.48 | -0.27 | 0.23 | 2.74 | 1.13 | -0.78 | 0.62 | 1.92 | -0.76 | 0.73 | 1.15 | 0.58 | 1.38 | 3.65 | 0.12 | 1.08 |
| Standard Deviation(%) | NA | 10.71 | 10.24 | 10.38 | 7.87 | NA | NA | … | … | 7.54 | 10.80 | 9.89 | 10.14 | 12.52 | 7.94 | 3.54 | 5.16 | 3.56 | 3.90 | 3.79 | 4.69 | 6.26 | 5.42 | 34.93 | 9.84 | 8.61 | 4.24 | 9.47 | 7.73 | 5.59 | 7.44 | 5.47 | 4.19 | 4.12 |
| Draw Down(%) | NA | 8.55 | 14.88 | 19.70 | 19.70 | NA | NA | … | … | 0.64 | 8.55 | 8.63 | 16.63 | 8.49 | 6.52 | 1.59 | 8.22 | 1.94 | 1.70 | 3.91 | 3.66 | 3.87 | 5.45 | 29.42 | 9.28 | 4.62 | 7.44 | 7.39 | 8.73 | 4.61 | 7.19 | 3.04 | 5.66 | 2.60 |
| Yield(%) | NA | 6.95 | 5.65 | 5.32 | 4.17 | NA | NA | … | … | NA | 0.66 | 6.86 | 3.14 | 7.03 | 5.60 | 4.46 | 4.73 | 0.21 | 4.86 | 1.93 | 3.85 | 3.71 | 3.16 | 1.59 | 2.79 | 4.59 | 3.85 | 6.84 | 6.48 | 5.16 | 4.01 | 4.81 | 4.62 | 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 |
|---|---|---|---|---|
| THE RESTATED COTT USA 401(K) SAVINGS & RETIREMENT PLAN Tactical Asset Allocation Moderate |
-6.44%
Dec 2009 – Dec 2012 |
-2.13%
Oct 2007 – Oct 2012 |
1.01%
Mar 2010 – Mar 2020 |
2.35%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE RESTATED COTT USA 401(K) SAVINGS & RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.73%
Jan 2003 – Jan 2006 |
12.77%
Oct 2002 – Oct 2007 |
6.95%
May 2011 – May 2021 |
5.52%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart