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. Strategic Asset Allocation – Optimal Moderate | NA | 22.76% | 2.85% | 7.40% | 6.51% | 7.68% | 6.71% | … | … |
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. 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 (%) | -0.93 | 22.76 | 2.85 | 7.40 | 6.51 | 7.68 | 6.71 | … | … | 0.39 | 6.87 | 12.69 | -11.83 | 9.76 | 15.53 | 19.13 | -4.65 | 10.74 | 7.47 | 0.68 | 5.30 | 17.11 | 12.15 | -0.76 | 13.75 | 22.17 | -24.08 | 7.30 | 11.27 | 6.87 | 12.59 | 23.67 | -8.61 | 2.83 |
| Sharpe Ratio | NA | 0.24 | -0.16 | 0.28 | 0.44 | NA | NA | … | … | 0.04 | 0.03 | 0.95 | -0.89 | 1.01 | 0.80 | 2.30 | -0.61 | 2.05 | 0.89 | 0.07 | 0.80 | 2.30 | 1.50 | -0.05 | 1.17 | 1.27 | -1.13 | 0.45 | 1.03 | 0.75 | 1.53 | 2.61 | -0.82 | 0.05 |
| Standard Deviation(%) | NA | 8.14 | 11.05 | 12.81 | 10.68 | NA | NA | … | … | 8.11 | 8.25 | 8.86 | 14.80 | 9.66 | 19.00 | 7.70 | 9.81 | 4.93 | 8.18 | 8.66 | 6.60 | 7.43 | 8.08 | 14.75 | 11.71 | 17.40 | 22.19 | 9.52 | 7.74 | 6.25 | 7.62 | 8.79 | 11.82 | 11.30 |
| Draw Down(%) | NA | 5.11 | 18.99 | 22.40 | 22.40 | NA | NA | … | … | 0.69 | 5.11 | 8.64 | 19.10 | 5.90 | 22.40 | 4.00 | 12.23 | 1.89 | 6.60 | 8.05 | 5.14 | 5.44 | 6.56 | 13.88 | 8.60 | 17.73 | 34.51 | 6.59 | 8.11 | 4.17 | 7.42 | 7.50 | 18.10 | 14.49 |
| Yield(%) | NA | 2.86 | 4.01 | 3.87 | 3.38 | NA | NA | … | … | NA | 0.87 | 2.33 | 4.64 | 3.97 | 3.20 | 4.08 | 3.71 | 0.35 | 4.03 | 3.59 | 3.19 | 4.35 | 2.65 | 2.15 | 2.23 | 2.94 | 3.38 | 5.33 | 5.46 | 4.00 | 2.92 | 2.77 | 2.94 | 3.55 |
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. Strategic Asset Allocation – Optimal Moderate |
-8.13%
Feb 2006 – Feb 2009 |
-1.50%
Feb 2004 – Feb 2009 |
5.01%
Jan 2006 – Jan 2016 |
4.86%
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. Strategic Asset Allocation – Optimal Moderate |
18.67%
Feb 2009 – Feb 2012 |
15.79%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
9.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart