Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Concordia Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 23.40% | 0.67% | 7.18% | 6.55% | 8.12% | 8.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Concordia Retirement Savings 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 (%) | -0.94 | 23.40 | 0.67 | 7.18 | 6.55 | 8.12 | 8.32 | … | … | 0.28 | 9.27 | 13.78 | -17.85 | 12.31 | 17.41 | 20.65 | -7.49 | 12.61 | 9.90 | -1.37 | 8.82 | 16.00 | 13.63 | 2.89 | 12.77 | 18.67 | 3.02 | 5.66 | 10.82 | 5.37 | 11.24 | 11.82 | -6.94 | -1.48 |
| Sharpe Ratio | NA | 0.38 | -0.21 | 0.26 | 0.42 | NA | NA | … | … | 0.03 | 0.25 | 1.12 | -1.30 | 1.09 | 0.84 | 3.02 | -0.94 | 2.63 | 1.12 | -0.16 | 1.20 | 2.24 | 1.61 | 0.20 | 1.29 | 2.12 | 0.33 | 0.26 | 1.01 | 0.45 | 1.29 | 1.43 | -1.18 | -0.44 |
| Standard Deviation(%) | NA | 10.49 | 11.55 | 13.76 | 11.15 | NA | NA | … | … | 8.85 | 10.57 | 8.48 | 14.74 | 11.25 | 20.41 | 6.38 | 9.38 | 4.56 | 8.68 | 8.57 | 7.36 | 7.12 | 8.45 | 14.58 | 9.80 | 8.76 | 6.32 | 10.14 | 7.49 | 7.20 | 7.96 | 7.81 | 6.82 | 8.66 |
| Draw Down(%) | NA | 7.19 | 21.40 | 25.63 | 25.63 | NA | NA | … | … | 0.74 | 7.19 | 7.39 | 22.84 | 7.25 | 23.97 | 2.80 | 14.40 | 1.87 | 7.15 | 8.31 | 5.41 | 4.77 | 5.96 | 12.95 | 7.69 | 4.29 | 5.68 | 6.38 | 6.19 | 4.79 | 6.34 | 6.54 | 9.09 | 12.63 |
| Yield(%) | NA | 3.15 | 3.23 | 3.16 | 2.94 | NA | NA | … | … | NA | 1.57 | 2.49 | 1.44 | 4.88 | 4.20 | 3.07 | 4.41 | 2.31 | 2.25 | 2.33 | 1.98 | 2.16 | 2.16 | 2.48 | 2.74 | 4.92 | 4.99 | 2.95 | 2.73 | 2.63 | 2.75 | 2.83 | 4.41 | 6.18 |
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 |
|---|---|---|---|---|
| Concordia Retirement Savings Plan Tactical Asset Allocation Moderate |
-0.49%
Apr 2021 – Apr 2024 |
2.85%
Mar 2015 – Mar 2020 |
5.27%
Oct 2013 – Oct 2023 |
6.98%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Concordia Retirement Savings Plan Tactical Asset Allocation Moderate |
16.74%
Dec 2018 – Dec 2021 |
13.70%
Oct 2008 – Oct 2013 |
10.50%
Aug 2004 – Aug 2014 |
9.92%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart