Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSG SAVINGS PLAN (75541) Tactical Asset Allocation Moderate | NA | -1.78% | -0.48% | 6.22% | 4.53% | 6.67% | 7.39% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSG SAVINGS PLAN (75541) 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 (%) | -0.34 | -1.78 | -0.48 | 6.22 | 4.53 | 6.67 | 7.39 | … | … | -0.28 | 11.39 | -21.01 | 10.55 | 20.18 | 23.56 | 4.42 | 8.14 | 6.78 | -4.13 | -0.41 | 11.52 | 11.83 | 4.18 | 9.83 | 18.93 | 0.21 | 9.81 | 14.46 | 9.59 | 13.24 | 22.21 | 1.83 | 8.65 |
| Sharpe Ratio | NA | 0.29 | -0.31 | 0.63 | 0.43 | NA | NA | … | … | -0.07 | 0.86 | -2.14 | 1.05 | 2.33 | 2.28 | 0.38 | 1.50 | 1.15 | -0.69 | -0.02 | 1.59 | 2.69 | 0.54 | 1.13 | 3.08 | -0.12 | 0.76 | 1.54 | 1.31 | 1.62 | 3.53 | 0.15 | 1.17 |
| Standard Deviation(%) | NA | 8.20 | 9.56 | 9.53 | 10.15 | NA | NA | … | … | 8.46 | 8.26 | 10.45 | 10.01 | 8.57 | 9.71 | 8.27 | 5.01 | 5.70 | 6.03 | 20.52 | 7.23 | 4.37 | 7.64 | 8.60 | 6.12 | 6.16 | 8.95 | 7.29 | 5.68 | 7.60 | 6.09 | 4.98 | 5.43 |
| Draw Down(%) | NA | 7.55 | 23.30 | 23.30 | 23.30 | NA | NA | … | … | 2.51 | 7.55 | 21.74 | 5.22 | 4.41 | 0.36 | 6.19 | 3.84 | 3.59 | 9.04 | 12.38 | 6.66 | 4.43 | 7.45 | 7.22 | 3.72 | 6.99 | 7.35 | 8.32 | 3.71 | 7.23 | 2.96 | 6.04 | 4.10 |
| Yield(%) | NA | 4.00 | 4.49 | 10.00 | 8.38 | NA | NA | … | … | 0.01 | 4.27 | 2.57 | 6.79 | 13.40 | 23.30 | 8.02 | 0.27 | 2.30 | 5.25 | 18.04 | 4.36 | 5.62 | 2.58 | 5.26 | 5.92 | 4.44 | 5.13 | 5.61 | 3.35 | 3.52 | 3.54 | 5.75 | 8.82 |
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 |
|---|---|---|---|---|
| CSG SAVINGS PLAN (75541) Tactical Asset Allocation Moderate |
-0.92%
Dec 2020 – Dec 2023 |
2.59%
Nov 2013 – Nov 2018 |
4.53%
Oct 2013 – Oct 2023 |
6.29%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSG SAVINGS PLAN (75541) Tactical Asset Allocation Moderate |
19.13%
Oct 2018 – Oct 2021 |
14.87%
Oct 2002 – Oct 2007 |
11.52%
Mar 2003 – Mar 2013 |
9.24%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart