Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OnPoint Community Credit Union 401k Plan Tactical Asset Allocation Moderate | NA | 25.99% | 0.68% | 5.43% | 5.01% | 5.52% | 6.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OnPoint Community Credit Union 401k 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 (%) | -1.01 | 25.99 | 0.68 | 5.43 | 5.01 | 5.52 | 6.17 | … | … | 0.55 | 10.68 | 17.24 | -20.52 | 3.30 | 21.04 | 10.27 | -3.08 | 10.67 | 6.03 | -1.56 | 1.01 | 13.24 | 2.21 | 5.29 | 8.72 | 11.41 | -1.06 | 10.08 | 13.16 | 5.33 | 9.35 | 15.71 | -0.77 | 5.75 |
| Sharpe Ratio | NA | 0.62 | -0.17 | 0.26 | 0.37 | NA | NA | … | … | 0.05 | 0.44 | 1.44 | -1.38 | 0.35 | 2.63 | 1.69 | -0.59 | 1.95 | 1.26 | -0.30 | 0.17 | 2.09 | 0.48 | 0.72 | 0.88 | 1.55 | -0.46 | 0.69 | 1.38 | 0.59 | 1.26 | 2.88 | -0.40 | 1.03 |
| Standard Deviation(%) | NA | 9.17 | 11.85 | 10.70 | 8.56 | NA | NA | … | … | 9.63 | 9.23 | 8.99 | 15.93 | 9.34 | 7.91 | 5.23 | 7.42 | 5.15 | 4.63 | 5.39 | 5.89 | 6.32 | 4.52 | 7.30 | 9.76 | 7.29 | 4.35 | 10.20 | 7.18 | 5.31 | 6.68 | 5.21 | 4.66 | 3.34 |
| Draw Down(%) | NA | 5.31 | 24.77 | 28.40 | 28.40 | NA | NA | … | … | 0.79 | 5.31 | 9.26 | 25.94 | 5.59 | 6.53 | 3.15 | 9.05 | 3.14 | 3.80 | 5.64 | 4.94 | 4.32 | 4.41 | 4.91 | 7.83 | 3.96 | 7.37 | 7.29 | 8.88 | 4.06 | 6.33 | 3.16 | 6.48 | 2.31 |
| Yield(%) | NA | 2.42 | 2.60 | 2.64 | 2.34 | NA | NA | … | … | NA | 0.65 | 2.25 | 1.97 | 2.90 | 3.91 | 2.24 | 1.42 | 0.22 | 4.40 | 1.64 | 2.49 | 3.34 | 2.19 | 2.05 | 2.53 | 3.16 | 2.98 | 4.17 | 4.75 | 3.75 | 2.70 | 3.15 | 3.71 | 5.10 |
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 |
|---|---|---|---|---|
| OnPoint Community Credit Union 401k Plan Tactical Asset Allocation Moderate |
-1.98%
Apr 2021 – Apr 2024 |
-0.11%
Sep 2017 – Sep 2022 |
2.87%
Oct 2013 – Oct 2023 |
3.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OnPoint Community Credit Union 401k Plan Tactical Asset Allocation Moderate |
13.30%
Oct 2004 – Oct 2007 |
11.96%
Oct 2002 – Oct 2007 |
8.31%
Jul 2003 – Jul 2013 |
7.44%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart