Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Community Blood Center 401K Tactical Asset Allocation Moderate | NA | 22.45% | 2.43% | 3.87% | 3.43% | 5.00% | 5.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Community Blood Center 401K 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 (%) | -0.77 | 22.45 | 2.43 | 3.87 | 3.43 | 5.00 | 5.91 | … | … | 0.80 | 10.14 | 12.20 | -14.77 | 11.40 | 2.10 | 10.00 | -2.88 | 5.01 | 6.72 | -4.71 | 1.31 | 15.29 | 8.51 | 4.86 | 8.12 | 19.33 | -4.53 | 12.40 | 13.40 | 2.61 | 11.46 | 20.23 | 7.80 | 8.04 |
| Sharpe Ratio | NA | 0.40 | -0.13 | 0.11 | 0.18 | NA | NA | … | … | 0.04 | 0.28 | 1.00 | -1.80 | 1.31 | 0.11 | 2.12 | -0.58 | 0.77 | 1.64 | -0.86 | 0.21 | 2.11 | 1.40 | 0.60 | 0.73 | 2.28 | -1.08 | 1.01 | 1.33 | 0.07 | 1.45 | 3.13 | 1.72 | 1.11 |
| Standard Deviation(%) | NA | 12.65 | 10.08 | 11.39 | 8.92 | NA | NA | … | … | 16.72 | 12.55 | 7.96 | 8.95 | 8.68 | 16.34 | 4.05 | 7.25 | 5.66 | 3.97 | 5.53 | 6.10 | 7.23 | 6.05 | 8.03 | 11.02 | 8.45 | 5.04 | 9.35 | 7.63 | 6.08 | 7.26 | 6.25 | 3.89 | 5.14 |
| Draw Down(%) | NA | 8.94 | 14.88 | 22.65 | 22.65 | NA | NA | … | … | 1.57 | 8.94 | 5.80 | 15.99 | 3.72 | 22.65 | 1.90 | 7.83 | 6.29 | 3.22 | 8.39 | 5.07 | 5.42 | 5.32 | 5.35 | 9.41 | 4.28 | 8.23 | 6.74 | 9.00 | 5.54 | 6.32 | 3.47 | 2.35 | 3.81 |
| Yield(%) | NA | 4.83 | 4.87 | 4.73 | 3.80 | NA | NA | … | … | NA | 0.86 | 4.63 | 3.43 | 5.91 | 6.25 | 2.33 | 3.03 | 0.20 | 3.12 | 5.57 | 2.11 | 3.44 | 3.44 | 3.98 | 3.95 | 4.46 | 3.05 | 5.84 | 3.85 | 4.36 | 5.81 | 4.01 | 6.85 | 7.91 |
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 |
|---|---|---|---|---|
| Community Blood Center 401K Tactical Asset Allocation Moderate |
-2.75%
Oct 2017 – Oct 2020 |
-0.55%
Mar 2015 – Mar 2020 |
1.66%
Oct 2013 – Oct 2023 |
3.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Community Blood Center 401K Tactical Asset Allocation Moderate |
13.21%
Apr 2003 – Apr 2006 |
12.89%
Oct 2002 – Oct 2007 |
10.43%
Apr 2001 – Apr 2011 |
8.32%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart