Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University of Iowa Community Credit Union 401K Tactical Asset Allocation Moderate | NA | 29.44% | 2.07% | 4.34% | 2.94% | 4.95% | 7.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University of Iowa Community Credit Union 401K 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 (%) | -1.46 | 29.44 | 2.07 | 4.34 | 2.94 | 4.95 | 7.37 | … | … | -0.08 | 7.92 | 16.90 | -22.11 | 14.02 | 4.42 | 9.71 | -4.48 | 11.44 | -1.90 | -5.17 | 4.73 | 9.21 | 9.70 | 2.30 | 15.32 | 28.45 | -1.07 | 14.36 | 18.31 | 14.26 | 15.57 | 17.74 | 5.74 | 4.60 |
| Sharpe Ratio | NA | 0.16 | -0.29 | 0.06 | 0.08 | NA | NA | … | … | -0.01 | 0.13 | 1.12 | -1.46 | 1.51 | 0.51 | 1.67 | -0.80 | 2.57 | -0.37 | -0.78 | 0.90 | 1.43 | 2.42 | 0.23 | 1.13 | 3.32 | -0.39 | 1.14 | 1.71 | 1.92 | 1.84 | 3.71 | 0.95 | 0.66 |
| Standard Deviation(%) | NA | 10.09 | 12.78 | 11.36 | 9.04 | NA | NA | … | … | 9.87 | 10.12 | 11.30 | 16.09 | 9.25 | 8.25 | 4.96 | 7.25 | 4.20 | 5.67 | 6.66 | 5.24 | 6.44 | 3.98 | 9.79 | 13.44 | 8.53 | 5.13 | 9.99 | 8.80 | 6.30 | 7.94 | 4.59 | 4.89 | 3.50 |
| Draw Down(%) | NA | 7.97 | 24.39 | 26.37 | 26.37 | NA | NA | … | … | 0.92 | 7.97 | 10.03 | 26.37 | 6.22 | 11.08 | 2.59 | 10.73 | 1.73 | 7.74 | 11.20 | 4.50 | 6.79 | 3.22 | 9.22 | 9.50 | 3.94 | 5.21 | 7.50 | 11.10 | 4.81 | 10.72 | 2.08 | 6.26 | 3.36 |
| Yield(%) | NA | 11.46 | 6.52 | 5.75 | 4.48 | NA | NA | … | … | NA | 0.73 | 11.93 | 2.41 | 4.88 | 4.89 | 4.78 | 2.12 | 0.32 | 6.64 | 3.13 | 3.85 | 3.67 | 4.58 | 3.52 | 4.47 | 4.51 | 2.94 | 10.61 | 8.68 | 6.19 | 5.94 | 2.84 | 3.30 | 5.37 |
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 |
|---|---|---|---|---|
| University of Iowa Community Credit Union 401K Tactical Asset Allocation Moderate |
-2.92%
Sep 2019 – Sep 2022 |
-1.20%
Sep 2017 – Sep 2022 |
0.91%
Oct 2013 – Oct 2023 |
4.09%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Iowa Community Credit Union 401K Tactical Asset Allocation Moderate |
19.86%
Oct 2004 – Oct 2007 |
16.84%
Oct 2002 – Oct 2007 |
13.69%
Apr 2001 – Apr 2011 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart