Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CORK & SEAL COMPANY, INC.401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.88% | -0.13% | 5.39% | 4.74% | 5.52% | 6.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CROWN CORK & SEAL COMPANY, INC.401(k) RETIREMENT SAVINGS 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 (%) | -0.93 | 22.88 | -0.13 | 5.39 | 4.74 | 5.52 | 6.54 | … | … | 0.36 | 5.42 | 13.73 | -18.10 | 4.89 | 22.83 | 7.00 | -1.38 | 11.52 | 4.24 | -1.67 | 2.43 | 16.19 | 1.64 | 4.00 | 8.79 | 12.77 | 3.61 | 12.73 | 11.86 | 5.60 | 10.73 | 18.76 | 2.31 | 7.48 |
| Sharpe Ratio | NA | 0.02 | -0.33 | 0.22 | 0.31 | NA | NA | … | … | 0.04 | -0.13 | 1.02 | -1.26 | 0.50 | 2.86 | 1.07 | -0.35 | 1.77 | 0.89 | -0.32 | 0.42 | 2.24 | 0.28 | 0.46 | 0.81 | 1.49 | 0.44 | 0.94 | 1.10 | 0.59 | 1.30 | 2.91 | 0.24 | 1.04 |
| Standard Deviation(%) | NA | 9.17 | 11.74 | 10.69 | 8.62 | NA | NA | … | … | 7.49 | 9.26 | 9.32 | 15.51 | 9.66 | 7.90 | 5.24 | 7.66 | 6.15 | 4.52 | 5.33 | 5.75 | 7.21 | 5.61 | 8.71 | 10.73 | 8.51 | 6.12 | 10.38 | 7.85 | 5.79 | 7.53 | 6.20 | 4.95 | 4.97 |
| Draw Down(%) | NA | 6.57 | 23.35 | 26.05 | 26.05 | NA | NA | … | … | 0.62 | 6.54 | 10.14 | 24.30 | 5.52 | 6.53 | 3.31 | 8.10 | 4.34 | 3.81 | 5.54 | 5.24 | 4.19 | 5.55 | 7.99 | 8.99 | 4.63 | 5.44 | 7.72 | 8.61 | 4.45 | 7.23 | 3.17 | 5.33 | 3.44 |
| Yield(%) | NA | 2.77 | 3.66 | 3.46 | 2.79 | NA | NA | … | … | NA | 0.66 | 2.55 | 2.65 | 4.99 | 4.87 | 2.24 | 2.21 | 0.12 | 2.86 | 1.51 | 3.76 | 2.94 | 3.00 | 2.45 | 2.70 | 3.79 | 4.46 | 4.60 | 5.48 | 4.98 | 3.03 | 4.23 | 4.97 | 6.50 |
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 |
|---|---|---|---|---|
| CROWN CORK & SEAL COMPANY, INC.401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.70%
Apr 2021 – Apr 2024 |
0.50%
Sep 2017 – Sep 2022 |
3.03%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CROWN CORK & SEAL COMPANY, INC.401(k) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
13.35%
Apr 2003 – Apr 2006 |
12.87%
Oct 2002 – Oct 2007 |
10.01%
Apr 2001 – Apr 2011 |
8.47%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart