Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Colorado Rockies Baseball Club Retirement Plan Tactical Asset Allocation Moderate | NA | 19.28% | 2.47% | 7.21% | 4.34% | 5.36% | 7.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Colorado Rockies Baseball Club 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 (%) | -1.45 | 19.28 | 2.47 | 7.21 | 4.34 | 5.36 | 7.98 | … | … | 0.01 | 7.01 | 12.61 | -12.00 | 10.73 | 16.64 | 7.31 | -3.71 | 10.85 | 5.68 | -8.85 | 1.47 | 12.64 | 9.37 | -1.99 | 9.82 | 34.23 | -3.32 | 20.03 | 18.75 | 12.97 | 11.96 | 27.18 | 3.43 | 6.98 |
| Sharpe Ratio | NA | 0.12 | -0.21 | 0.47 | 0.36 | NA | NA | … | … | -0.01 | 0.05 | 1.07 | -1.50 | 1.39 | 1.74 | 1.32 | -0.69 | 1.93 | 1.09 | -1.58 | 0.25 | 1.81 | 1.92 | -0.27 | 0.98 | 3.68 | -0.77 | 1.51 | 1.77 | 1.72 | 1.34 | 5.05 | 0.44 | 1.14 |
| Standard Deviation(%) | NA | 8.01 | 8.27 | 8.42 | 7.16 | NA | NA | … | … | 6.21 | 8.07 | 7.79 | 8.89 | 7.73 | 9.41 | 4.49 | 7.25 | 5.30 | 5.01 | 5.62 | 5.79 | 6.96 | 4.85 | 7.36 | 9.96 | 9.26 | 5.50 | 11.29 | 8.73 | 6.27 | 8.24 | 5.24 | 5.33 | 4.09 |
| Draw Down(%) | NA | 4.80 | 12.28 | 13.69 | 13.69 | NA | NA | … | … | 0.52 | 4.77 | 7.97 | 12.73 | 3.73 | 13.67 | 2.95 | 9.95 | 2.52 | 4.72 | 12.25 | 6.79 | 5.82 | 4.87 | 9.18 | 9.19 | 4.38 | 7.95 | 8.61 | 12.03 | 5.64 | 9.25 | 3.99 | 5.08 | 2.77 |
| Yield(%) | NA | 5.11 | 4.78 | 4.64 | 3.99 | NA | NA | … | … | NA | 0.91 | 4.89 | 3.95 | 5.01 | 5.04 | 4.11 | 1.95 | 0.47 | 4.62 | 5.49 | 4.40 | 5.50 | 4.93 | 2.83 | 5.77 | 6.13 | 3.25 | 10.29 | 8.63 | 7.53 | 2.72 | 4.25 | 4.29 | 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 |
|---|---|---|---|---|
| Colorado Rockies Baseball Club Retirement Plan Tactical Asset Allocation Moderate |
-0.89%
Jun 2014 – Jun 2017 |
0.42%
Mar 2015 – Mar 2020 |
2.89%
Mar 2010 – Mar 2020 |
4.85%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Colorado Rockies Baseball Club Retirement Plan Tactical Asset Allocation Moderate |
20.99%
Oct 2004 – Oct 2007 |
18.45%
Oct 2002 – Oct 2007 |
14.01%
Apr 2001 – Apr 2011 |
10.39%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart