Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COA Trust 401k Plan Tactical Asset Allocation Moderate | NA | 9.64% | 2.22% | 6.69% | 5.68% | 7.97% | 9.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COA Trust 401k 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 (%) | -1.45 | 9.64 | 2.22 | 6.69 | 5.68 | 7.97 | 9.21 | … | … | 0.46 | 2.60 | 6.64 | -6.09 | 14.62 | 12.85 | 19.28 | -10.00 | 10.19 | 9.72 | -2.53 | 6.17 | 14.53 | 14.80 | 5.59 | 18.29 | 18.57 | 1.19 | 18.11 | 15.02 | 12.28 | 18.64 | 30.98 | 8.44 | 6.64 |
| Sharpe Ratio | NA | -0.24 | -0.26 | 0.28 | 0.37 | NA | NA | … | … | 0.05 | -0.44 | 0.33 | -0.70 | 1.69 | 0.68 | 3.09 | -1.41 | 1.74 | 1.12 | -0.27 | 0.79 | 1.85 | 1.93 | 0.44 | 1.50 | 1.75 | 0.05 | 1.39 | 1.35 | 1.49 | 2.02 | 5.32 | 1.62 | 0.70 |
| Standard Deviation(%) | NA | 8.84 | 9.04 | 11.51 | 9.74 | NA | NA | … | … | 7.39 | 8.97 | 7.21 | 10.64 | 8.66 | 18.46 | 5.79 | 8.02 | 5.49 | 8.46 | 9.38 | 7.80 | 7.84 | 7.65 | 12.64 | 12.15 | 10.57 | 5.73 | 10.89 | 8.68 | 6.80 | 8.75 | 5.69 | 4.51 | 6.16 |
| Draw Down(%) | NA | 5.09 | 13.83 | 24.61 | 24.61 | NA | NA | … | … | 0.47 | 5.09 | 6.82 | 13.83 | 4.09 | 24.61 | 2.14 | 14.74 | 3.49 | 6.78 | 10.34 | 7.54 | 8.02 | 5.45 | 10.76 | 8.67 | 5.12 | 4.93 | 9.48 | 12.82 | 5.17 | 10.55 | 1.98 | 2.37 | 4.98 |
| Yield(%) | NA | 3.89 | 7.82 | 7.11 | 5.94 | NA | NA | … | … | NA | 1.34 | 3.98 | 9.64 | 9.94 | 6.63 | 6.83 | 4.21 | 3.20 | 6.06 | 6.17 | 5.10 | 5.10 | 5.79 | 2.81 | 2.48 | 4.01 | 4.52 | 10.54 | 8.96 | 5.26 | 2.12 | 3.91 | 5.43 | 5.22 |
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 |
|---|---|---|---|---|
| COA Trust 401k Plan Tactical Asset Allocation Moderate |
0.51%
Mar 2017 – Mar 2020 |
1.30%
Mar 2015 – Mar 2020 |
5.33%
Dec 2014 – Dec 2024 |
7.43%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COA Trust 401k Plan Tactical Asset Allocation Moderate |
22.59%
Apr 2003 – Apr 2006 |
19.66%
Oct 2002 – Oct 2007 |
15.55%
Apr 2003 – Apr 2013 |
12.86%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart