Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNA SAVINGS AND CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate | NA | 22.91% | 4.72% | 8.40% | 7.23% | 8.41% | 10.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNA SAVINGS AND CAPITAL ACCUMULATION 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 (%) | -1.04 | 22.91 | 4.72 | 8.40 | 7.23 | 8.41 | 10.65 | … | … | 0.52 | 8.52 | 14.69 | -9.90 | 10.97 | 14.08 | 17.79 | -6.11 | 13.86 | 6.95 | 1.77 | 6.32 | 13.87 | 14.24 | 0.57 | 16.15 | 22.37 | 2.88 | 21.62 | 20.51 | 17.36 | 17.60 | 32.58 | 4.80 | 1.92 |
| Sharpe Ratio | NA | 0.34 | 0.03 | 0.37 | 0.51 | NA | NA | … | … | 0.06 | 0.18 | 1.22 | -0.81 | 1.14 | 0.78 | 2.40 | -0.82 | 2.60 | 0.77 | 0.20 | 0.83 | 1.81 | 1.88 | 0.03 | 1.35 | 2.14 | 0.33 | 1.36 | 1.56 | 2.12 | 1.78 | 5.29 | 0.80 | -0.06 |
| Standard Deviation(%) | NA | 10.49 | 11.25 | 12.57 | 10.46 | NA | NA | … | … | 7.85 | 10.59 | 8.54 | 13.95 | 9.63 | 17.80 | 6.83 | 9.10 | 5.08 | 8.79 | 8.67 | 7.58 | 7.63 | 7.54 | 15.61 | 11.94 | 10.39 | 5.97 | 13.74 | 11.07 | 7.16 | 9.34 | 6.02 | 4.63 | 6.63 |
| Draw Down(%) | NA | 6.76 | 14.92 | 21.23 | 21.23 | NA | NA | … | … | 0.56 | 6.76 | 7.45 | 15.51 | 5.15 | 21.23 | 2.90 | 13.33 | 2.38 | 6.54 | 7.57 | 5.70 | 5.66 | 4.71 | 15.27 | 8.73 | 5.79 | 5.01 | 9.98 | 14.78 | 5.22 | 11.03 | 2.24 | 2.60 | 8.01 |
| Yield(%) | NA | 4.97 | 5.06 | 4.78 | 4.70 | NA | NA | … | … | NA | 1.25 | 5.10 | 4.73 | 4.79 | 4.17 | 5.74 | 3.87 | 4.34 | 4.54 | 7.22 | 3.79 | 1.95 | 4.45 | 2.24 | 4.07 | 5.87 | 9.12 | 7.22 | 7.01 | 4.59 | 4.44 | 5.46 | 6.46 | 7.63 |
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 |
|---|---|---|---|---|
| CNA SAVINGS AND CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate |
2.89%
Mar 2017 – Mar 2020 |
3.42%
Mar 2015 – Mar 2020 |
5.82%
Oct 2013 – Oct 2023 |
7.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNA SAVINGS AND CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate |
24.94%
Apr 2003 – Apr 2006 |
22.29%
Oct 2002 – Oct 2007 |
16.92%
Apr 2001 – Apr 2011 |
13.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart