Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Capstone Therapeutics Corp Retirement Plan Tactical Asset Allocation Moderate | NA | -3.46% | 0.03% | 4.98% | 4.07% | 5.40% | 5.81% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Capstone Therapeutics Corp Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.15 | -3.46 | 0.03 | 4.98 | 4.07 | 5.40 | 5.81 | … | … | 3.23 | 8.03 | -17.90 | 8.38 | 23.04 | 26.02 | -6.33 | 6.86 | 5.02 | 0.03 | 2.31 | 15.55 | 4.78 | 1.04 | 6.93 | 12.27 | -1.49 | 11.07 | 11.48 | 4.52 | 9.16 | 17.02 | 2.87 | 6.01 |
| Sharpe Ratio | NA | 0.52 | -0.17 | 0.49 | 0.41 | NA | NA | … | … | 0.28 | 0.35 | -1.65 | 0.56 | 1.23 | 2.34 | -0.96 | 1.20 | 1.05 | 0.00 | 0.33 | 2.39 | 0.82 | 0.14 | 0.61 | 1.51 | -0.56 | 0.86 | 1.03 | 0.40 | 1.14 | 2.97 | 0.47 | 0.99 |
| Standard Deviation(%) | NA | 10.99 | 12.33 | 13.65 | 10.56 | NA | NA | … | … | 10.56 | 10.65 | 11.66 | 14.82 | 18.61 | 10.51 | 7.97 | 5.21 | 4.56 | 5.00 | 6.88 | 6.50 | 5.75 | 7.47 | 11.14 | 8.08 | 4.31 | 9.44 | 7.97 | 5.95 | 7.18 | 5.50 | 3.73 | 3.75 |
| Draw Down(%) | NA | 11.22 | 25.26 | 25.26 | 25.26 | NA | NA | … | … | 2.11 | 11.22 | 19.48 | 8.56 | 20.50 | 6.31 | 12.65 | 5.05 | 4.43 | 3.94 | 5.26 | 4.64 | 5.06 | 6.42 | 9.99 | 4.69 | 7.20 | 7.09 | 9.86 | 4.87 | 6.79 | 3.13 | 4.40 | 2.54 |
| Yield(%) | NA | 4.86 | 4.74 | 4.45 | 3.75 | NA | NA | … | … | 0.00 | 5.10 | 2.05 | 7.11 | 4.03 | 4.25 | 3.60 | 0.11 | 3.46 | 1.74 | 6.46 | 4.65 | 3.04 | 2.68 | 2.38 | 2.57 | 2.66 | 4.52 | 5.25 | 3.19 | 2.25 | 3.37 | 3.20 | 5.07 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Capstone Therapeutics Corp Retirement Plan Tactical Asset Allocation Moderate |
-1.31%
Dec 2020 – Dec 2023 |
1.47%
Dec 2013 – Dec 2018 |
4.07%
Oct 2013 – Oct 2023 |
5.10%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Capstone Therapeutics Corp Retirement Plan Tactical Asset Allocation Moderate |
18.89%
Dec 2018 – Dec 2021 |
11.69%
Oct 2016 – Oct 2021 |
8.48%
Oct 2011 – Oct 2021 |
7.95%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart