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 Strategic Asset Allocation – Optimal Moderate | NA | 22.35% | -0.09% | 5.43% | 4.93% | 6.50% | 5.90% | … | … |
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 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 (%) | -1.07 | 22.35 | -0.09 | 5.43 | 4.93 | 6.50 | 5.90 | … | … | 0.26 | 7.26 | 13.72 | -18.02 | 4.96 | 18.17 | 19.15 | -5.21 | 12.59 | 5.67 | -3.46 | 2.86 | 9.28 | 13.49 | -1.09 | 19.53 | 34.28 | -28.64 | 9.95 | 7.18 | 6.78 | 11.70 | 24.83 | -7.42 | -0.83 |
| Sharpe Ratio | NA | 0.29 | -0.31 | 0.15 | 0.32 | NA | NA | … | … | 0.03 | 0.08 | 1.07 | -1.32 | 0.53 | 1.00 | 2.60 | -0.69 | 2.63 | 0.63 | -0.41 | 0.44 | 1.31 | 1.80 | -0.08 | 1.74 | 2.20 | -1.40 | 0.74 | 0.49 | 0.65 | 1.32 | 2.38 | -0.64 | -0.24 |
| Standard Deviation(%) | NA | 8.32 | 11.03 | 12.45 | 10.39 | NA | NA | … | … | 7.11 | 8.43 | 8.83 | 14.66 | 9.32 | 17.96 | 6.82 | 9.52 | 4.54 | 8.67 | 8.54 | 6.52 | 7.08 | 7.46 | 14.07 | 11.14 | 15.55 | 21.06 | 9.45 | 7.99 | 7.07 | 8.15 | 10.16 | 13.30 | 13.26 |
| Draw Down(%) | NA | 4.65 | 22.65 | 25.06 | 25.06 | NA | NA | … | … | 0.64 | 4.65 | 9.37 | 23.38 | 5.95 | 22.83 | 3.70 | 12.25 | 2.26 | 6.97 | 10.30 | 5.61 | 7.64 | 6.30 | 14.65 | 8.48 | 14.67 | 38.36 | 6.82 | 6.62 | 4.82 | 6.79 | 6.21 | 17.11 | 17.69 |
| Yield(%) | NA | 3.49 | 3.65 | 3.73 | 3.08 | NA | NA | … | … | NA | 0.93 | 3.23 | 2.76 | 4.12 | 4.16 | 3.41 | 3.93 | 0.41 | 2.00 | 2.80 | 3.30 | 2.31 | 4.01 | 2.65 | 2.97 | 2.81 | 3.91 | 7.89 | 2.60 | 2.50 | 3.33 | 3.42 | 3.49 | 4.10 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.17%
Feb 2006 – Feb 2009 |
-2.42%
Feb 2004 – Feb 2009 |
3.29%
Oct 2013 – Oct 2023 |
3.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Concordia Retirement Savings Plan Strategic Asset Allocation – Optimal Moderate |
23.07%
Feb 2009 – Feb 2012 |
16.83%
Feb 2009 – Feb 2014 |
9.98%
Feb 2009 – Feb 2019 |
8.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart