Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNY Cobleskill Auxiliary Services Inc Defined Benefit Contribution Retirement Plan Tactical Asset Allocation Moderate | NA | 6.28% | 4.51% | 6.19% | 6.22% | 5.85% | NA | … | … |
Data as of 11/30/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNY Cobleskill Auxiliary Services Inc Defined Benefit Contribution Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 02/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 6.28 | 4.51 | 6.19 | 6.22 | 5.85 | NA | … | … | 2.11 | 6.92 | 15.40 | -3.06 | 11.93 | 3.45 | -0.48 | 3.46 | 15.34 | 8.15 | 3.15 | 10.55 | 12.85 | -5.30 | 6.55 | 10.36 | -4.13 | 7.35 | 8.43 | 2.06 | 2.31 |
| Sharpe Ratio | NA | 0.77 | 0.88 | 0.97 | 0.82 | NA | NA | … | … | 0.37 | 0.73 | 2.48 | -0.57 | 2.33 | 0.66 | -0.08 | 0.62 | 2.08 | 1.49 | 0.29 | 0.79 | 1.51 | -1.27 | 0.43 | 0.98 | -0.71 | 0.92 | 1.17 | 1.49 | 0.01 |
| Standard Deviation(%) | NA | 9.20 | 7.35 | 6.71 | 7.04 | NA | NA | … | … | 5.69 | 9.19 | 5.64 | 7.71 | 4.84 | 4.94 | 6.38 | 5.52 | 7.34 | 5.42 | 10.93 | 13.23 | 8.45 | 4.90 | 8.33 | 7.24 | 8.84 | 6.98 | 6.62 | 0.64 | 0.05 |
| Draw Down(%) | NA | 12.84 | 12.84 | 12.84 | 12.84 | NA | NA | … | … | 1.11 | 12.84 | 2.48 | 9.31 | 2.89 | 4.09 | 6.21 | 4.54 | 6.95 | 4.65 | 10.48 | 9.96 | 3.60 | 8.86 | 5.48 | 4.11 | 6.65 | 7.87 | 4.71 | 0.52 | 0.00 |
| Yield(%) | NA | 10.24 | 5.30 | 3.64 | 3.63 | NA | NA | … | … | 0.00 | 10.50 | 3.72 | 1.99 | 0.11 | 2.38 | 3.28 | 3.54 | 4.20 | 4.01 | 3.12 | 1.70 | 1.83 | 1.98 | 2.48 | 2.02 | 0.79 | 0.34 | 0.31 | 1.06 | 2.31 |
Data as of 11/30/2020, 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 |
|---|---|---|---|---|
| SUNY Cobleskill Auxiliary Services Inc Defined Benefit Contribution Retirement Plan Tactical Asset A |
1.68%
Nov 2005 – Nov 2008 |
1.87%
Mar 2004 – Mar 2009 |
4.81%
Sep 2001 – Sep 2011 |
5.16%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNY Cobleskill Auxiliary Services Inc Defined Benefit Contribution Retirement Plan Tactical Asset A |
10.62%
Apr 2009 – Apr 2012 |
10.69%
Jun 2009 – Jun 2014 |
7.46%
Jun 2009 – Jun 2019 |
6.44%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart