Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE CAPITAL ACCUMULATION PLAN OF GLOBAL AEROSPACE INC. Tactical Asset Allocation Moderate | NA | 18.79% | 4.18% | 6.96% | 6.83% | 8.32% | 8.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE CAPITAL ACCUMULATION PLAN OF GLOBAL AEROSPACE INC. 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 (%) | -1.01 | 18.79 | 4.18 | 6.96 | 6.83 | 8.32 | 8.46 | … | … | 0.09 | 2.90 | 13.50 | -6.50 | 8.32 | 9.66 | 21.48 | -4.31 | 10.41 | 10.13 | 0.47 | 7.33 | 18.30 | 11.31 | 3.46 | 14.68 | 14.24 | -1.08 | 8.90 | 13.66 | 7.12 | 10.62 | 14.54 | -7.11 | 0.71 |
| Sharpe Ratio | NA | -0.24 | -0.09 | 0.22 | 0.44 | NA | NA | … | … | 0.00 | -0.38 | 1.11 | -0.63 | 0.74 | 0.50 | 2.89 | -0.53 | 1.96 | 1.18 | 0.05 | 0.93 | 2.38 | 1.44 | 0.22 | 1.44 | 1.47 | -0.35 | 0.58 | 1.37 | 0.77 | 1.38 | 1.85 | -1.19 | -0.22 |
| Standard Deviation(%) | NA | 9.51 | 10.36 | 12.67 | 10.66 | NA | NA | … | … | 7.90 | 9.66 | 8.37 | 12.60 | 11.27 | 18.78 | 6.94 | 10.57 | 4.99 | 8.39 | 8.99 | 7.85 | 7.68 | 7.80 | 15.36 | 10.13 | 9.64 | 5.69 | 10.16 | 7.56 | 6.45 | 7.02 | 7.47 | 6.93 | 7.22 |
| Draw Down(%) | NA | 7.15 | 13.10 | 23.38 | 23.38 | NA | NA | … | … | 0.75 | 7.15 | 7.33 | 13.37 | 6.29 | 23.38 | 3.22 | 13.71 | 2.46 | 6.05 | 8.65 | 4.45 | 4.49 | 5.90 | 13.13 | 7.57 | 4.90 | 5.43 | 6.72 | 8.48 | 5.05 | 6.94 | 5.82 | 9.86 | 9.31 |
| Yield(%) | NA | 4.95 | 6.34 | 5.53 | 4.89 | NA | NA | … | … | NA | 1.11 | 4.93 | 5.06 | 9.21 | 3.88 | 5.39 | 3.77 | 4.57 | 4.33 | 3.56 | 5.27 | 3.09 | 3.29 | 1.79 | 2.34 | 3.96 | 4.25 | 5.51 | 5.55 | 4.05 | 2.52 | 3.37 | 4.55 | 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 |
|---|---|---|---|---|
| THE CAPITAL ACCUMULATION PLAN OF GLOBAL AEROSPACE INC. Tactical Asset Allocation Moderate |
2.22%
Apr 2021 – Apr 2024 |
3.54%
Mar 2015 – Mar 2020 |
5.86%
Oct 2013 – Oct 2023 |
7.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CAPITAL ACCUMULATION PLAN OF GLOBAL AEROSPACE INC. Tactical Asset Allocation Moderate |
13.95%
Apr 2003 – Apr 2006 |
13.20%
Jun 2009 – Jun 2014 |
10.48%
Jul 2003 – Jul 2013 |
9.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart