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 Strategic Asset Allocation – Optimal Moderate | NA | 30.09% | 3.85% | 10.47% | 8.47% | 9.61% | 8.34% | … | … |
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 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 (%) | -1.14 | 30.09 | 3.85 | 10.47 | 8.47 | 9.61 | 8.34 | … | … | 0.57 | 16.83 | 21.23 | -20.10 | 9.08 | 28.52 | 20.97 | -4.92 | 15.87 | 5.87 | -0.46 | 9.05 | 17.78 | 13.75 | -0.77 | 16.44 | 23.59 | -22.82 | 11.07 | 6.89 | 10.74 | 12.62 | 22.57 | -2.97 | 2.40 |
| Sharpe Ratio | NA | 1.23 | 0.09 | 0.52 | 0.60 | NA | NA | … | … | 0.05 | 1.13 | 1.89 | -1.30 | 0.87 | 1.46 | 2.64 | -0.53 | 3.35 | 0.71 | -0.05 | 1.27 | 2.32 | 1.87 | -0.05 | 1.42 | 1.39 | -1.07 | 0.88 | 0.42 | 1.27 | 1.40 | 2.43 | -0.39 | 0.01 |
| Standard Deviation(%) | NA | 9.06 | 12.12 | 13.60 | 11.33 | NA | NA | … | … | 10.06 | 9.07 | 8.99 | 16.59 | 10.41 | 19.33 | 7.40 | 11.79 | 4.54 | 7.96 | 9.19 | 7.10 | 7.66 | 7.32 | 16.85 | 11.54 | 16.85 | 22.14 | 9.22 | 8.58 | 6.73 | 8.36 | 9.02 | 10.57 | 12.04 |
| Draw Down(%) | NA | 4.72 | 22.42 | 25.40 | 25.40 | NA | NA | … | … | 0.88 | 4.72 | 6.94 | 23.44 | 6.84 | 20.77 | 3.46 | 16.24 | 1.43 | 6.67 | 9.31 | 4.36 | 5.44 | 4.85 | 17.28 | 8.93 | 17.55 | 33.11 | 5.45 | 9.22 | 4.14 | 7.00 | 5.19 | 13.02 | 15.52 |
| Yield(%) | NA | 3.92 | 3.19 | 4.97 | 5.55 | NA | NA | … | … | NA | 1.01 | 4.22 | 2.42 | 2.71 | 11.03 | 3.93 | 9.52 | 3.44 | 8.91 | 4.56 | 4.84 | 7.55 | 3.86 | 3.39 | 4.23 | 3.45 | 3.85 | 8.28 | 5.32 | 2.84 | 3.41 | 2.15 | 4.55 | 3.94 |
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 |
|---|---|---|---|---|
| CGGVERITAS 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.47%
Feb 2006 – Feb 2009 |
-0.26%
Feb 2004 – Feb 2009 |
5.87%
Jan 2006 – Jan 2016 |
6.26%
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 Strategic Asset Allocation – Optimal Moderate |
19.49%
Feb 2009 – Feb 2012 |
16.92%
Feb 2009 – Feb 2014 |
11.53%
Sep 2011 – Sep 2021 |
10.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart