Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CoBiz Employees 401(k) Plan Tactical Asset Allocation Moderate | NA | 30.77% | 9.20% | 11.08% | 7.35% | 6.90% | 7.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CoBiz Employees 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 (%) | -0.69 | 30.77 | 9.20 | 11.08 | 7.35 | 6.90 | 7.45 | … | … | 0.61 | 20.03 | 20.44 | -7.47 | 6.39 | 22.10 | 7.65 | -1.01 | 5.76 | 3.04 | 0.69 | -0.01 | 15.21 | 10.85 | -6.20 | 8.33 | 16.90 | -4.30 | 12.04 | 15.22 | 7.06 | 8.09 | 19.03 | 4.28 | 6.39 |
| Sharpe Ratio | NA | 1.58 | 0.71 | 1.00 | 0.74 | NA | NA | … | … | 0.07 | 1.44 | 2.07 | -0.79 | 0.70 | 2.52 | 1.19 | -0.29 | 0.76 | 0.70 | 0.11 | 0.00 | 1.90 | 2.08 | -0.54 | 0.77 | 1.84 | -1.06 | 0.87 | 1.37 | 0.77 | 0.87 | 3.12 | 0.85 | 1.09 |
| Standard Deviation(%) | NA | 9.30 | 9.56 | 9.30 | 7.86 | NA | NA | … | … | 7.80 | 9.35 | 7.83 | 11.18 | 9.06 | 8.67 | 5.27 | 7.94 | 6.73 | 4.03 | 5.81 | 6.98 | 7.99 | 5.19 | 11.56 | 10.71 | 9.13 | 4.95 | 10.43 | 8.69 | 6.32 | 8.23 | 5.88 | 3.74 | 3.75 |
| Draw Down(%) | NA | 7.16 | 14.75 | 17.42 | 17.42 | NA | NA | … | … | 0.56 | 7.16 | 4.64 | 15.42 | 5.01 | 8.66 | 3.15 | 7.33 | 6.03 | 3.20 | 5.46 | 6.49 | 6.46 | 4.58 | 13.81 | 8.23 | 4.76 | 9.00 | 7.31 | 10.36 | 4.85 | 7.57 | 3.24 | 3.97 | 2.55 |
| Yield(%) | NA | 15.84 | 11.33 | 8.11 | 5.43 | NA | NA | … | … | NA | 4.59 | 15.07 | 9.53 | 3.46 | 5.91 | 1.09 | 4.50 | 0.26 | 3.51 | 1.79 | 3.87 | 1.68 | 4.77 | 1.58 | 4.65 | 2.72 | 2.69 | 4.34 | 4.42 | 4.19 | 4.07 | 3.56 | 5.26 | 5.76 |
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 |
|---|---|---|---|---|
| CoBiz Employees 401(k) Plan Tactical Asset Allocation Moderate |
1.23%
Dec 2013 – Dec 2016 |
1.67%
Dec 2013 – Dec 2018 |
4.11%
Mar 2010 – Mar 2020 |
4.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CoBiz Employees 401(k) Plan Tactical Asset Allocation Moderate |
13.77%
Oct 2004 – Oct 2007 |
13.11%
Oct 2002 – Oct 2007 |
9.60%
Apr 2001 – Apr 2011 |
7.68%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart