Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGVERITAS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 28.26% | 5.56% | 9.94% | 7.67% | 9.36% | 9.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGVERITAS 401K PROFIT SHARING PLAN 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 (%) | -1.26 | 28.26 | 5.56 | 9.94 | 7.67 | 9.36 | 9.62 | … | … | 0.81 | 15.58 | 18.02 | -16.21 | 8.75 | 22.69 | 17.12 | -4.75 | 15.82 | 3.03 | 0.48 | 5.95 | 20.39 | 13.04 | -0.29 | 21.99 | 20.86 | 2.59 | 9.57 | 8.73 | 11.09 | 11.46 | 28.84 | 8.19 | 8.38 |
| Sharpe Ratio | NA | 1.01 | 0.13 | 0.47 | 0.51 | NA | NA | … | … | 0.08 | 0.89 | 1.63 | -1.13 | 0.79 | 1.15 | 2.01 | -0.52 | 2.64 | 0.34 | 0.05 | 0.70 | 2.43 | 1.67 | -0.02 | 1.89 | 2.17 | 0.28 | 0.71 | 0.64 | 1.20 | 1.18 | 3.24 | 1.50 | 1.12 |
| Standard Deviation(%) | NA | 10.04 | 11.77 | 13.60 | 11.41 | NA | NA | … | … | 9.16 | 10.06 | 8.45 | 15.56 | 11.08 | 19.61 | 7.80 | 11.57 | 5.76 | 8.22 | 9.17 | 8.47 | 8.38 | 7.80 | 15.82 | 11.58 | 9.57 | 5.95 | 9.22 | 8.47 | 7.46 | 8.95 | 8.69 | 4.72 | 5.40 |
| Draw Down(%) | NA | 6.06 | 17.16 | 20.63 | 20.63 | NA | NA | … | … | 0.72 | 6.06 | 6.19 | 18.28 | 8.76 | 20.63 | 3.86 | 16.81 | 2.20 | 6.65 | 9.06 | 5.94 | 4.71 | 4.95 | 16.49 | 7.99 | 5.35 | 5.03 | 6.03 | 9.18 | 4.19 | 7.44 | 3.68 | 2.83 | 4.13 |
| Yield(%) | NA | 3.57 | 3.80 | 4.78 | 5.46 | NA | NA | … | … | NA | 1.21 | 4.21 | 2.00 | 5.57 | 8.79 | 4.47 | 7.30 | 3.11 | 7.91 | 5.72 | 7.21 | 7.12 | 5.16 | 2.01 | 4.42 | 4.67 | 8.89 | 8.00 | 4.88 | 2.24 | 3.62 | 2.74 | 7.56 | 8.54 |
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 |
|---|---|---|---|---|
| CGGVERITAS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
2.46%
Dec 2020 – Dec 2023 |
3.07%
Mar 2015 – Mar 2020 |
5.90%
Oct 2013 – Oct 2023 |
8.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGVERITAS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
18.45%
Jan 2003 – Jan 2006 |
15.64%
Feb 2009 – Feb 2014 |
13.85%
Apr 2001 – Apr 2011 |
11.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart