Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 13.65% | -1.02% | 2.00% | 2.34% | 3.13% | 4.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K 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 (%) | -0.59 | 13.65 | -1.02 | 2.00 | 2.34 | 3.13 | 4.55 | … | … | -0.16 | 2.54 | 7.16 | -13.01 | 1.79 | 10.72 | 11.48 | -3.85 | 7.94 | 0.87 | -0.05 | 1.13 | 0.86 | 11.28 | -3.22 | 10.88 | 21.84 | -7.40 | 12.27 | 11.02 | 8.22 | 7.87 | 11.02 | 3.95 | 8.65 |
| Sharpe Ratio | NA | -0.63 | -0.74 | -0.16 | 0.12 | NA | NA | … | … | -0.08 | -0.73 | 0.41 | -1.70 | 0.50 | 1.50 | 2.90 | -1.56 | 2.34 | 0.15 | -0.02 | 0.35 | 0.17 | 2.68 | -0.54 | 2.32 | 3.18 | -0.90 | 2.06 | 1.66 | 1.81 | 1.54 | 2.58 | 0.76 | 1.17 |
| Standard Deviation(%) | NA | 5.50 | 7.12 | 6.54 | 5.36 | NA | NA | … | … | 2.83 | 5.55 | 7.06 | 8.45 | 3.55 | 6.99 | 3.47 | 3.31 | 3.12 | 4.36 | 4.65 | 3.20 | 4.72 | 4.18 | 6.05 | 4.66 | 6.83 | 9.21 | 4.50 | 4.68 | 3.35 | 4.50 | 4.00 | 3.74 | 5.43 |
| Draw Down(%) | NA | 4.74 | 18.46 | 19.40 | 19.40 | NA | NA | … | … | 0.31 | 4.74 | 7.32 | 18.74 | 2.22 | 11.46 | 1.14 | 5.60 | 1.16 | 3.82 | 6.71 | 4.11 | 7.04 | 3.88 | 8.46 | 4.18 | 5.93 | 18.09 | 2.29 | 4.53 | 2.13 | 6.06 | 3.87 | 3.33 | 4.10 |
| Yield(%) | NA | 3.79 | 3.25 | 3.64 | 3.43 | NA | NA | … | … | NA | 1.45 | 3.42 | 3.21 | 2.02 | 5.05 | 3.50 | 1.91 | 0.76 | 2.60 | 6.60 | 4.25 | 3.16 | 6.30 | 4.65 | 6.64 | 6.11 | 10.56 | 6.06 | 4.44 | 3.87 | 4.68 | 4.49 | 6.54 | 8.82 |
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 |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Strategic Asset Allocation – Optimal Moderate |
-2.92%
Oct 2020 – Oct 2023 |
-0.06%
Oct 2017 – Oct 2022 |
1.23%
Oct 2013 – Oct 2023 |
2.76%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Strategic Asset Allocation – Optimal Moderate |
12.38%
Feb 2009 – Feb 2012 |
10.62%
Jan 2003 – Jan 2008 |
8.76%
Apr 2001 – Apr 2011 |
6.25%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart