Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Tactical Asset Allocation Moderate | NA | 22.69% | 5.60% | 10.59% | 8.25% | 9.30% | 10.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund 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 (%) | -1.47 | 22.69 | 5.60 | 10.59 | 8.25 | 9.30 | 10.13 | … | … | 0.80 | 9.94 | 13.69 | -9.53 | 17.67 | 20.80 | 13.37 | -1.46 | 11.23 | 7.78 | -0.93 | 5.74 | 15.02 | 12.03 | 6.15 | 17.62 | 12.00 | 4.98 | 18.74 | 19.17 | 6.73 | 12.23 | 20.81 | 8.42 | 3.90 |
| Sharpe Ratio | NA | 0.49 | 0.11 | 0.63 | 0.62 | NA | NA | … | … | 0.06 | 0.32 | 1.04 | -0.83 | 1.65 | 1.45 | 1.96 | -0.27 | 2.03 | 0.94 | -0.10 | 0.75 | 2.00 | 1.62 | 0.43 | 1.32 | 1.04 | 0.61 | 1.25 | 2.07 | 0.65 | 1.45 | 3.18 | 1.22 | 0.24 |
| Standard Deviation(%) | NA | 10.39 | 10.99 | 11.68 | 10.04 | NA | NA | … | … | 11.61 | 10.50 | 9.05 | 13.08 | 10.70 | 14.23 | 6.11 | 10.37 | 5.23 | 8.06 | 9.52 | 7.61 | 7.49 | 7.40 | 14.33 | 13.27 | 11.40 | 6.69 | 12.63 | 7.69 | 7.03 | 7.80 | 6.32 | 6.00 | 6.52 |
| Draw Down(%) | NA | 6.48 | 14.73 | 16.52 | 16.52 | NA | NA | … | … | 0.92 | 6.48 | 7.48 | 16.45 | 5.93 | 15.15 | 3.42 | 12.63 | 2.77 | 5.07 | 9.85 | 6.66 | 6.73 | 4.98 | 12.12 | 8.59 | 7.65 | 4.95 | 9.23 | 6.21 | 4.57 | 10.54 | 2.60 | 4.07 | 5.42 |
| Yield(%) | NA | 4.18 | 5.44 | 5.11 | 4.30 | NA | NA | … | … | NA | 1.18 | 3.94 | 5.19 | 6.67 | 2.62 | 9.12 | 3.58 | 2.51 | 3.03 | 2.63 | 4.49 | 6.24 | 3.05 | 3.48 | 3.45 | 4.22 | 4.44 | 5.27 | 6.43 | 4.42 | 3.03 | 6.12 | 6.34 | 5.18 |
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 |
|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Tactical As |
4.11%
Mar 2014 – Mar 2017 |
4.29%
Mar 2015 – Mar 2020 |
6.73%
Oct 2013 – Oct 2023 |
8.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Boston Consulting Group, Inc. Employees` Savings Plan and Profit Sharing Retirement Fund Tactical As |
18.77%
Oct 2004 – Oct 2007 |
15.90%
Mar 2003 – Mar 2008 |
13.43%
Apr 2001 – Apr 2011 |
11.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart