Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| National Christian Charitable Foundation Retirement Tactical Asset Allocation Moderate | NA | 19.93% | 2.84% | 8.96% | 7.99% | 9.07% | 9.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| National Christian Charitable Foundation Retirement 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 (%) | -1.05 | 19.93 | 2.84 | 8.96 | 7.99 | 9.07 | 9.13 | … | … | 0.82 | 3.95 | 16.12 | -11.50 | 9.18 | 21.49 | 15.86 | -3.90 | 10.19 | 16.70 | -1.26 | 6.50 | 20.10 | 12.19 | -0.47 | 16.28 | 24.78 | -8.52 | 13.10 | 11.51 | 9.04 | 10.11 | 38.36 | 2.35 | -0.74 |
| Sharpe Ratio | NA | -0.06 | -0.07 | 0.33 | 0.47 | NA | NA | … | … | 0.09 | -0.26 | 1.37 | -0.86 | 0.56 | 1.10 | 1.80 | -0.48 | 1.61 | 1.72 | -0.14 | 0.68 | 2.37 | 1.30 | -0.03 | 1.23 | 2.51 | -1.63 | 0.97 | 1.02 | 0.97 | 1.03 | 5.03 | 0.25 | -0.47 |
| Standard Deviation(%) | NA | 10.28 | 11.62 | 14.51 | 12.00 | NA | NA | … | … | 8.90 | 10.36 | 8.69 | 14.98 | 16.43 | 19.33 | 8.04 | 10.89 | 5.95 | 9.58 | 9.01 | 9.46 | 8.47 | 9.32 | 17.08 | 13.13 | 9.85 | 5.78 | 10.46 | 8.11 | 7.10 | 8.89 | 7.49 | 4.93 | 6.45 |
| Draw Down(%) | NA | 7.36 | 14.04 | 21.33 | 21.33 | NA | NA | … | … | 0.45 | 7.36 | 7.52 | 15.97 | 8.54 | 21.33 | 6.41 | 14.21 | 2.87 | 6.98 | 8.92 | 7.99 | 5.30 | 8.78 | 16.62 | 10.37 | 5.17 | 10.02 | 8.67 | 9.12 | 4.89 | 8.42 | 2.99 | 2.71 | 6.53 |
| Yield(%) | NA | 6.16 | 7.72 | 7.04 | 6.86 | NA | NA | … | … | NA | 1.44 | 6.33 | 3.65 | 13.36 | 8.90 | 3.84 | 5.73 | 6.75 | 7.52 | 4.61 | 10.09 | 4.91 | 2.98 | 3.40 | 3.19 | 2.83 | 5.14 | 7.24 | 4.82 | 7.71 | 3.28 | 0.68 | 4.15 | 6.16 |
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 |
|---|---|---|---|---|
| National Christian Charitable Foundation Retirement Tactical Asset Allocation Moderate |
2.23%
Dec 2021 – Dec 2024 |
4.18%
Mar 2015 – Mar 2020 |
6.74%
Oct 2013 – Oct 2023 |
7.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| National Christian Charitable Foundation Retirement Tactical Asset Allocation Moderate |
19.33%
Jan 2003 – Jan 2006 |
16.80%
Oct 2002 – Oct 2007 |
12.43%
Mar 2003 – Mar 2013 |
11.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart