Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCLC Online Computer Library Center, Inc. Retirement Plan Tactical Asset Allocation Moderate | NA | 34.80% | 11.89% | 12.39% | 9.01% | 9.29% | 9.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCLC Online Computer Library Center, 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 (%) | -0.58 | 34.80 | 11.89 | 12.39 | 9.01 | 9.29 | 9.27 | … | … | 0.18 | 21.21 | 26.62 | -9.59 | 13.88 | 13.09 | 16.33 | -1.71 | 10.34 | 4.48 | -0.07 | 6.33 | 15.66 | 8.08 | 2.36 | 12.64 | 18.47 | -4.41 | 9.40 | 19.86 | 4.70 | 11.36 | 19.72 | 3.24 | 6.98 |
| Sharpe Ratio | NA | 2.21 | 0.80 | 0.98 | 0.87 | NA | NA | … | … | 0.02 | 2.13 | 2.55 | -0.77 | 1.45 | 1.41 | 2.95 | -0.38 | 1.77 | 0.85 | -0.01 | 1.13 | 2.15 | 1.45 | 0.24 | 0.90 | 2.04 | -1.14 | 0.63 | 2.05 | 0.44 | 1.42 | 3.00 | 0.54 | 1.14 |
| Standard Deviation(%) | NA | 6.79 | 10.40 | 10.01 | 8.29 | NA | NA | … | … | 6.43 | 6.88 | 8.76 | 14.20 | 9.54 | 9.09 | 5.05 | 8.00 | 5.48 | 5.05 | 6.52 | 5.57 | 7.28 | 5.53 | 9.55 | 13.91 | 9.00 | 4.68 | 10.22 | 8.11 | 5.74 | 7.33 | 6.34 | 3.95 | 4.09 |
| Draw Down(%) | NA | 3.59 | 13.80 | 15.37 | 15.37 | NA | NA | … | … | 0.47 | 3.59 | 5.58 | 15.37 | 4.47 | 10.49 | 2.19 | 9.68 | 4.59 | 2.95 | 7.28 | 4.50 | 7.17 | 4.65 | 8.82 | 10.97 | 4.97 | 8.43 | 6.92 | 6.63 | 4.66 | 7.47 | 3.10 | 4.82 | 2.77 |
| Yield(%) | NA | 16.95 | 11.99 | 9.76 | 6.66 | NA | NA | … | … | NA | 5.52 | 15.61 | 7.95 | 6.03 | 6.12 | 7.73 | 2.06 | 0.59 | 4.48 | 5.55 | 5.11 | 2.84 | 4.24 | 2.16 | 4.08 | 4.36 | 2.86 | 5.29 | 8.29 | 5.54 | 3.17 | 2.63 | 5.25 | 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 |
|---|---|---|---|---|
| OCLC Online Computer Library Center, Inc. Retirement Plan Tactical Asset Allocation Moderate |
3.54%
Dec 2013 – Dec 2016 |
3.78%
Dec 2013 – Dec 2018 |
6.04%
Sep 2012 – Sep 2022 |
6.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCLC Online Computer Library Center, Inc. Retirement Plan Tactical Asset Allocation Moderate |
14.43%
Dec 2018 – Dec 2021 |
13.79%
Oct 2002 – Oct 2007 |
10.66%
Apr 2001 – Apr 2011 |
9.37%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart