Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Capital Associated Industries Inc Retirement Plan Tactical Asset Allocation Moderate | NA | 32.33% | 10.12% | 10.40% | 6.08% | 5.79% | 6.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Capital Associated Industries Inc Retirement 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 (%) | -0.36 | 32.33 | 10.12 | 10.40 | 6.08 | 5.79 | 6.85 | … | … | 0.20 | 16.87 | 21.63 | -8.34 | 7.60 | 13.52 | 7.82 | -6.54 | 6.73 | 8.17 | -4.81 | 0.75 | 12.11 | 7.76 | -0.74 | 3.82 | 15.39 | 4.66 | 8.86 | 11.04 | 7.80 | 13.96 | 17.93 | 8.86 | 7.72 |
| Sharpe Ratio | NA | 1.69 | 0.62 | 0.76 | 0.52 | NA | NA | … | … | 0.03 | 1.54 | 2.17 | -0.78 | 0.70 | 1.47 | 1.33 | -1.09 | 1.13 | 1.29 | -0.73 | 0.12 | 1.63 | 1.38 | -0.08 | 0.37 | 1.62 | 0.63 | 0.57 | 0.99 | 0.83 | 1.48 | 2.80 | 1.67 | 1.03 |
| Standard Deviation(%) | NA | 6.57 | 9.38 | 9.63 | 8.07 | NA | NA | … | … | 4.95 | 6.68 | 8.00 | 12.47 | 10.84 | 9.05 | 4.80 | 7.21 | 5.40 | 6.19 | 6.65 | 6.28 | 7.41 | 5.57 | 9.59 | 9.98 | 9.42 | 5.94 | 10.35 | 7.85 | 6.80 | 8.77 | 6.16 | 4.63 | 5.27 |
| Draw Down(%) | NA | 6.08 | 13.85 | 15.69 | 15.69 | NA | NA | … | … | 0.36 | 6.08 | 5.40 | 15.16 | 6.12 | 6.09 | 3.00 | 11.06 | 4.20 | 4.14 | 8.71 | 4.81 | 6.75 | 5.29 | 8.77 | 8.41 | 4.35 | 5.59 | 7.76 | 9.62 | 5.29 | 7.35 | 4.04 | 2.64 | 3.05 |
| Yield(%) | NA | 18.45 | 13.72 | 10.64 | 7.27 | NA | NA | … | … | NA | 5.80 | 16.90 | 8.11 | 9.85 | 3.23 | 9.45 | 5.15 | 0.18 | 5.81 | 3.50 | 4.79 | 1.31 | 4.95 | 3.02 | 4.25 | 5.69 | 4.15 | 10.09 | 5.17 | 4.12 | 3.94 | 4.27 | 4.99 | 6.84 |
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 |
|---|---|---|---|---|
| Capital Associated Industries Inc Retirement Plan Tactical Asset Allocation Moderate |
-0.60%
Oct 2017 – Oct 2020 |
0.69%
Dec 2013 – Dec 2018 |
2.71%
Apr 2010 – Apr 2020 |
3.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Capital Associated Industries Inc Retirement Plan Tactical Asset Allocation Moderate |
15.02%
Apr 2003 – Apr 2006 |
13.07%
Oct 2002 – Oct 2007 |
10.53%
Apr 2001 – Apr 2011 |
7.79%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart