Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 27.59% | 3.77% | 9.83% | 7.53% | 8.55% | 7.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | -0.81 | 27.59 | 3.77 | 9.83 | 7.53 | 8.55 | 7.49 | … | … | 0.41 | 7.83 | 12.06 | -11.26 | 4.62 | 35.17 | 18.75 | -2.27 | 7.49 | 3.51 | -0.30 | 2.30 | 17.04 | 14.19 | -0.57 | 17.12 | 23.42 | -24.31 | 10.02 | 10.15 | 8.96 | 12.35 | 25.21 | -9.56 | 14.82 |
| Sharpe Ratio | NA | 0.23 | -0.13 | 0.46 | 0.48 | NA | NA | … | … | 0.04 | 0.13 | 0.84 | -0.92 | 0.44 | 1.75 | 1.83 | -0.30 | 1.58 | 0.40 | -0.04 | 0.36 | 2.53 | 1.77 | -0.04 | 1.55 | 1.41 | -1.14 | 0.77 | 0.95 | 1.08 | 1.63 | 2.35 | -0.81 | 1.09 |
| Standard Deviation(%) | NA | 9.41 | 11.07 | 13.26 | 11.25 | NA | NA | … | … | 9.18 | 9.45 | 9.32 | 13.81 | 10.48 | 20.00 | 9.48 | 11.77 | 4.33 | 8.35 | 8.48 | 6.30 | 6.72 | 8.00 | 14.37 | 11.00 | 16.54 | 22.15 | 9.10 | 7.25 | 6.31 | 7.01 | 10.41 | 13.14 | 11.51 |
| Draw Down(%) | NA | 8.36 | 19.29 | 21.65 | 21.65 | NA | NA | … | … | 0.81 | 8.36 | 9.07 | 19.55 | 7.24 | 21.65 | 5.47 | 14.07 | 1.77 | 7.83 | 7.92 | 4.89 | 5.57 | 5.83 | 14.49 | 7.39 | 16.78 | 35.57 | 5.49 | 7.83 | 4.18 | 6.15 | 6.94 | 18.35 | 10.46 |
| Yield(%) | NA | 4.61 | 5.35 | 5.05 | 5.28 | NA | NA | … | … | NA | 0.75 | 4.33 | 4.03 | 6.93 | 7.95 | 1.42 | 11.75 | 0.42 | 3.62 | 7.55 | 4.52 | 4.81 | 3.87 | 2.94 | 3.90 | 2.77 | 2.74 | 6.86 | 4.42 | 4.22 | 3.68 | 2.28 | 3.10 | 5.06 |
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 |
|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.70%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
4.97%
Oct 2007 – Oct 2017 |
5.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.65%
Feb 2009 – Feb 2012 |
17.20%
Feb 2009 – Feb 2014 |
10.36%
Feb 2009 – Feb 2019 |
10.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart