Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 19.92% | 2.51% | 7.02% | 5.96% | 6.66% | 5.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cc&S 401(K) Retirement 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 (%) | -0.84 | 19.92 | 2.51 | 7.02 | 5.96 | 6.66 | 5.58 | … | … | 0.55 | 7.92 | 9.50 | -9.44 | 8.85 | 15.52 | 15.81 | -3.87 | 10.29 | 5.05 | 0.75 | 1.52 | 15.35 | 9.64 | -1.13 | 11.00 | 17.97 | -24.01 | 6.58 | 10.19 | 6.91 | 8.53 | 19.62 | -7.45 | 0.49 |
| Sharpe Ratio | NA | 0.39 | -0.12 | 0.31 | 0.42 | NA | NA | … | … | 0.06 | 0.18 | 0.77 | -0.89 | 0.87 | 0.82 | 2.10 | -0.54 | 2.06 | 0.60 | 0.08 | 0.21 | 2.27 | 1.28 | -0.08 | 0.85 | 1.11 | -1.12 | 0.37 | 0.89 | 0.78 | 1.09 | 2.21 | -0.76 | -0.22 |
| Standard Deviation(%) | NA | 7.20 | 9.08 | 11.83 | 10.01 | NA | NA | … | … | 8.03 | 7.30 | 6.85 | 12.16 | 10.20 | 18.62 | 6.86 | 9.66 | 4.68 | 8.04 | 8.75 | 7.06 | 6.74 | 7.52 | 15.07 | 12.76 | 16.06 | 22.24 | 9.72 | 7.79 | 6.10 | 6.95 | 8.56 | 11.28 | 8.33 |
| Draw Down(%) | NA | 4.38 | 14.87 | 21.22 | 21.22 | NA | NA | … | … | 0.61 | 4.38 | 6.70 | 15.92 | 5.11 | 21.22 | 3.60 | 11.31 | 2.06 | 7.40 | 7.97 | 4.96 | 3.96 | 6.33 | 15.07 | 9.78 | 15.57 | 32.34 | 6.63 | 9.10 | 3.70 | 6.26 | 8.28 | 16.97 | 10.87 |
| Yield(%) | NA | 3.13 | 4.25 | 3.30 | 3.23 | NA | NA | … | … | NA | 0.76 | 3.29 | 3.77 | 4.75 | 2.30 | 1.63 | 6.17 | 0.42 | 3.40 | 3.29 | 2.46 | 3.31 | 1.63 | 0.83 | 0.76 | 1.34 | 1.69 | 5.27 | 5.28 | 2.47 | 2.68 | 1.03 | 2.12 | 2.94 |
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 |
|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.14%
Feb 2006 – Feb 2009 |
-2.05%
Feb 2004 – Feb 2009 |
3.31%
Jan 2006 – Jan 2016 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cc&S 401(K) Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
14.95%
Feb 2009 – Feb 2012 |
12.95%
Feb 2009 – Feb 2014 |
8.40%
Feb 2009 – Feb 2019 |
7.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart