Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Consolidated Graphics, Inc. Employee 401(k) Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 27.27% | 2.59% | 5.95% | 5.01% | 6.34% | 5.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Consolidated Graphics, Inc. Employee 401(k) Savings 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 (%) | -0.63 | 27.27 | 2.59 | 5.95 | 5.01 | 6.34 | 5.74 | … | … | 0.40 | 7.60 | 15.88 | -17.21 | 4.34 | 17.09 | 14.48 | -7.68 | 11.77 | 5.87 | -2.00 | 0.55 | 17.26 | 9.81 | -1.12 | 15.27 | 21.64 | -23.01 | 6.48 | 11.64 | 7.94 | 15.61 | 24.66 | -4.81 | 6.35 |
| Sharpe Ratio | NA | 0.21 | -0.19 | 0.16 | 0.25 | NA | NA | … | … | 0.04 | 0.11 | 1.26 | -1.19 | 0.41 | 0.80 | 1.45 | -0.77 | 2.26 | 0.66 | -0.23 | 0.09 | 2.55 | 1.32 | -0.09 | 1.30 | 1.31 | -1.10 | 0.37 | 1.04 | 0.90 | 2.06 | 2.66 | -0.55 | 0.46 |
| Standard Deviation(%) | NA | 9.24 | 11.80 | 13.94 | 11.66 | NA | NA | … | … | 7.71 | 9.29 | 9.20 | 15.67 | 10.62 | 20.97 | 9.01 | 11.61 | 4.93 | 8.55 | 8.77 | 6.03 | 6.75 | 7.40 | 12.62 | 11.65 | 16.40 | 21.86 | 9.32 | 8.03 | 6.44 | 7.13 | 9.02 | 10.68 | 8.80 |
| Draw Down(%) | NA | 8.42 | 22.80 | 27.21 | 27.21 | NA | NA | … | … | 0.65 | 8.42 | 8.50 | 23.36 | 9.05 | 27.21 | 4.92 | 17.76 | 1.77 | 7.51 | 9.63 | 5.75 | 5.38 | 5.42 | 11.21 | 8.67 | 17.64 | 33.86 | 6.72 | 8.32 | 4.70 | 6.54 | 8.64 | 17.12 | 9.57 |
| Yield(%) | NA | 5.67 | 5.70 | 5.01 | 4.26 | NA | NA | … | … | NA | 0.95 | 5.40 | 5.54 | 4.61 | 5.57 | 2.27 | 4.64 | 0.44 | 2.38 | 5.71 | 4.61 | 4.61 | 2.03 | 3.10 | 1.86 | 1.64 | 5.14 | 4.70 | 9.49 | 3.56 | 4.06 | 3.82 | 2.00 | 2.70 |
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 |
|---|---|---|---|---|
| Consolidated Graphics, Inc. Employee 401(k) Savings Plan Strategic Asset Allocation – Optimal Modera |
-7.80%
Feb 2006 – Feb 2009 |
-0.65%
Feb 2004 – Feb 2009 |
2.86%
Oct 2013 – Oct 2023 |
3.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Consolidated Graphics, Inc. Employee 401(k) Savings Plan Strategic Asset Allocation – Optimal Modera |
19.31%
Mar 2003 – Mar 2006 |
15.59%
Feb 2009 – Feb 2014 |
9.12%
Mar 2003 – Mar 2013 |
7.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart