Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 24.25% | 0.11% | 4.62% | 4.57% | 5.56% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT 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 | 24.25 | 0.11 | 4.62 | 4.57 | 5.56 | 6.37 | … | … | 0.26 | 4.38 | 14.56 | -18.96 | 10.23 | 10.46 | 9.60 | -1.22 | 11.18 | 4.05 | 0.01 | 2.09 | 17.30 | 5.83 | 1.17 | 9.59 | 20.28 | -0.01 | 9.10 | 10.95 | 2.02 | 13.47 | 19.06 | 4.98 | 8.65 |
| Sharpe Ratio | NA | -0.09 | -0.34 | 0.08 | 0.28 | NA | NA | … | … | 0.03 | -0.22 | 1.06 | -1.28 | 1.13 | 1.21 | 1.86 | -0.39 | 2.22 | 1.03 | 0.00 | 0.34 | 2.67 | 1.17 | 0.13 | 1.02 | 2.46 | -0.14 | 0.61 | 0.99 | -0.03 | 1.55 | 3.51 | 0.71 | 1.17 |
| Standard Deviation(%) | NA | 10.03 | 12.21 | 10.98 | 8.50 | NA | NA | … | … | 7.87 | 10.11 | 9.72 | 15.84 | 9.03 | 8.48 | 4.41 | 6.53 | 4.75 | 3.74 | 4.80 | 6.14 | 6.46 | 4.95 | 8.93 | 9.34 | 8.19 | 6.73 | 9.99 | 7.80 | 6.08 | 8.09 | 5.23 | 5.43 | 5.43 |
| Draw Down(%) | NA | 7.83 | 23.58 | 26.58 | 26.58 | NA | NA | … | … | 0.71 | 7.83 | 10.09 | 24.95 | 5.26 | 9.71 | 2.90 | 6.87 | 2.97 | 2.44 | 4.21 | 6.96 | 4.92 | 4.83 | 9.99 | 7.48 | 3.57 | 6.64 | 7.99 | 9.15 | 4.88 | 7.09 | 2.94 | 4.53 | 4.10 |
| Yield(%) | NA | 3.77 | 4.84 | 4.49 | 3.99 | NA | NA | … | … | NA | 0.68 | 3.72 | 2.93 | 7.45 | 4.17 | 4.64 | 4.02 | 0.23 | 2.35 | 5.10 | 5.37 | 3.84 | 4.61 | 2.51 | 4.50 | 5.77 | 4.50 | 7.26 | 6.20 | 4.68 | 4.26 | 3.42 | 7.16 | 8.82 |
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 |
|---|---|---|---|---|
| CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT PLAN Tactical Asset Allocation Mode |
-2.00%
Sep 2019 – Sep 2022 |
-0.13%
Sep 2017 – Sep 2022 |
2.72%
Oct 2013 – Oct 2023 |
4.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT, SAVINGS INVESTMENT PLAN Tactical Asset Allocation Mode |
12.67%
Jul 2002 – Jul 2005 |
12.08%
Oct 2002 – Oct 2007 |
10.33%
Apr 2001 – Apr 2011 |
8.53%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart