Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| National Telephone Cooperative Association (NTCA) Savings Plan Tactical Asset Allocation Moderate | NA | 33.70% | 11.63% | 12.69% | 7.69% | 8.00% | 10.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| National Telephone Cooperative Association (NTCA) Savings 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 (%) | -0.59 | 33.70 | 11.63 | 12.69 | 7.69 | 8.00 | 10.02 | … | … | 0.06 | 20.59 | 25.26 | -9.80 | 18.19 | 12.52 | 11.33 | -2.11 | 12.58 | -0.03 | -6.05 | 2.84 | 13.05 | 8.96 | 0.18 | 13.93 | 33.51 | -5.27 | 19.66 | 19.63 | 16.00 | 13.46 | 24.12 | 4.02 | 6.98 |
| Sharpe Ratio | NA | 2.07 | 0.73 | 1.00 | 0.71 | NA | NA | … | … | 0.00 | 1.98 | 2.39 | -0.81 | 1.83 | 1.33 | 1.91 | -0.46 | 2.43 | -0.04 | -0.87 | 0.50 | 1.90 | 1.95 | 0.01 | 1.00 | 3.37 | -1.04 | 1.36 | 1.71 | 1.97 | 1.38 | 4.48 | 0.62 | 1.14 |
| Standard Deviation(%) | NA | 7.00 | 10.26 | 10.01 | 8.34 | NA | NA | … | … | 6.91 | 7.06 | 8.80 | 13.76 | 9.92 | 9.21 | 5.19 | 7.48 | 4.92 | 6.08 | 7.01 | 5.63 | 6.84 | 4.57 | 10.40 | 13.80 | 9.92 | 5.93 | 12.25 | 9.57 | 7.03 | 9.04 | 5.23 | 4.70 | 4.09 |
| Draw Down(%) | NA | 4.02 | 13.91 | 15.53 | 15.53 | NA | NA | … | … | 0.59 | 4.02 | 6.37 | 15.53 | 3.95 | 11.03 | 2.51 | 7.99 | 2.18 | 6.58 | 11.91 | 4.96 | 6.05 | 4.20 | 10.25 | 10.02 | 4.41 | 7.71 | 9.69 | 12.25 | 5.70 | 11.82 | 2.06 | 6.54 | 2.77 |
| Yield(%) | NA | 17.20 | 11.66 | 8.23 | 5.84 | NA | NA | … | … | NA | 5.56 | 15.53 | 9.04 | 3.62 | 3.36 | 3.50 | 2.56 | 0.43 | 3.19 | 5.53 | 5.30 | 4.10 | 4.63 | 3.00 | 4.26 | 5.27 | 2.68 | 6.31 | 4.72 | 3.10 | 5.28 | 4.39 | 5.77 | 6.93 |
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 |
|---|---|---|---|---|
| National Telephone Cooperative Association (NTCA) Savings Plan Tactical Asset Allocation Moderate |
-1.15%
Dec 2013 – Dec 2016 |
1.26%
Dec 2013 – Dec 2018 |
4.29%
Oct 2010 – Oct 2020 |
6.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| National Telephone Cooperative Association (NTCA) Savings Plan Tactical Asset Allocation Moderate |
22.62%
Oct 2004 – Oct 2007 |
19.62%
Oct 2002 – Oct 2007 |
14.74%
Apr 2001 – Apr 2011 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart