Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL BANK 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 31.10% | 1.70% | 5.95% | 4.09% | 5.49% | 6.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPITAL BANK 401(k) 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 (%) | -1.13 | 31.10 | 1.70 | 5.95 | 4.09 | 5.49 | 6.09 | … | … | 0.82 | 11.51 | 22.96 | -24.25 | 5.51 | 17.94 | 8.83 | -1.52 | 3.97 | 0.49 | 0.05 | 2.75 | 16.04 | 7.80 | 2.43 | 9.05 | 18.92 | 0.21 | 8.84 | 8.98 | 3.50 | 7.16 | 14.65 | 5.01 | 6.60 |
| Sharpe Ratio | NA | 0.51 | -0.10 | 0.19 | 0.20 | NA | NA | … | … | 0.06 | 0.38 | 1.91 | -1.46 | 0.25 | 2.22 | 1.87 | -0.57 | 0.66 | 0.08 | 0.01 | 0.55 | 2.40 | 1.35 | 0.34 | 0.87 | 2.30 | -0.18 | 0.66 | 0.89 | 0.22 | 1.26 | 2.49 | 1.52 | 1.06 |
| Standard Deviation(%) | NA | 13.10 | 13.90 | 14.95 | 11.02 | NA | NA | … | … | 12.07 | 13.12 | 9.81 | 17.61 | 21.72 | 7.99 | 3.96 | 4.93 | 5.08 | 3.66 | 4.23 | 4.99 | 6.68 | 5.74 | 6.98 | 10.28 | 8.19 | 3.91 | 8.84 | 6.44 | 6.08 | 4.92 | 5.60 | 2.57 | 4.05 |
| Draw Down(%) | NA | 8.73 | 25.34 | 29.01 | 29.01 | NA | NA | … | … | 1.01 | 8.73 | 8.51 | 27.23 | 11.11 | 7.94 | 2.25 | 7.83 | 4.42 | 4.08 | 5.20 | 3.32 | 4.66 | 5.08 | 5.51 | 9.25 | 3.56 | 3.37 | 6.37 | 6.08 | 4.09 | 4.02 | 3.99 | 1.60 | 2.79 |
| Yield(%) | NA | 6.40 | 5.26 | 5.31 | 4.54 | NA | NA | … | … | NA | 0.51 | 6.68 | 2.96 | 5.82 | 6.17 | 5.44 | 3.87 | 0.17 | 1.79 | 5.03 | 7.83 | 5.45 | 4.27 | 1.69 | 3.41 | 4.18 | 2.67 | 2.47 | 3.42 | 2.43 | 3.22 | 2.63 | 4.70 | 6.55 |
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 |
|---|---|---|---|---|
| CAPITAL BANK 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.37%
Sep 2019 – Sep 2022 |
-0.64%
Sep 2017 – Sep 2022 |
1.84%
Oct 2013 – Oct 2023 |
3.87%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPITAL BANK 401(k) RETIREMENT PLAN Tactical Asset Allocation Moderate |
11.26%
Feb 2009 – Feb 2012 |
10.88%
Feb 2009 – Feb 2014 |
8.72%
Apr 2001 – Apr 2011 |
7.39%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart