Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Commercial Data Systems Tactical Asset Allocation Moderate | NA | 16.80% | -0.30% | 5.64% | 4.16% | 5.76% | 7.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Commercial Data Systems 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 (%) | -0.92 | 16.80 | -0.30 | 5.64 | 4.16 | 5.76 | 7.92 | … | … | 0.12 | 2.04 | 12.28 | -17.84 | 21.23 | 9.93 | 9.74 | -3.35 | 6.69 | 5.36 | -2.57 | 2.56 | 11.38 | 8.44 | 1.91 | 14.21 | 27.97 | -1.76 | 20.13 | 18.08 | 10.34 | 15.09 | 28.10 | 4.64 | 6.94 |
| Sharpe Ratio | NA | -0.34 | -0.49 | 0.21 | 0.25 | NA | NA | … | … | 0.00 | -0.45 | 0.97 | -1.92 | 2.05 | 1.02 | 1.54 | -0.57 | 0.84 | 0.83 | -0.33 | 0.39 | 1.56 | 1.52 | 0.11 | 1.02 | 3.13 | -0.50 | 1.49 | 1.69 | 1.29 | 1.61 | 4.80 | 0.81 | 1.04 |
| Standard Deviation(%) | NA | 10.22 | 9.52 | 9.75 | 8.51 | NA | NA | … | … | 13.44 | 10.21 | 8.24 | 10.03 | 10.36 | 9.54 | 5.42 | 8.14 | 7.19 | 6.23 | 7.94 | 6.52 | 7.26 | 5.54 | 16.58 | 13.86 | 8.90 | 5.35 | 11.52 | 8.76 | 6.32 | 8.76 | 5.71 | 4.34 | 4.47 |
| Draw Down(%) | NA | 7.95 | 15.34 | 18.32 | 18.32 | NA | NA | … | … | 1.48 | 7.95 | 7.53 | 18.32 | 4.56 | 11.18 | 3.59 | 11.46 | 6.27 | 5.71 | 10.96 | 5.78 | 6.53 | 4.55 | 11.23 | 9.59 | 4.73 | 7.25 | 9.88 | 11.91 | 6.61 | 10.53 | 2.59 | 5.66 | 3.45 |
| Yield(%) | NA | 5.85 | 5.24 | 4.56 | 4.23 | NA | NA | … | … | NA | 0.85 | 5.50 | 3.07 | 6.91 | 4.21 | 3.25 | 2.08 | 0.07 | 4.41 | 6.88 | 5.71 | 4.03 | 6.89 | 4.43 | 2.03 | 5.50 | 3.36 | 7.41 | 18.34 | 3.23 | 3.10 | 4.14 | 5.26 | 7.37 |
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 |
|---|---|---|---|---|
| Commercial Data Systems Tactical Asset Allocation Moderate |
-2.00%
Dec 2021 – Dec 2024 |
1.30%
May 2014 – May 2019 |
3.05%
Oct 2013 – Oct 2023 |
5.07%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commercial Data Systems Tactical Asset Allocation Moderate |
20.58%
Oct 2004 – Oct 2007 |
19.17%
Oct 2002 – Oct 2007 |
14.52%
Apr 2001 – Apr 2011 |
11.13%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart