Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Tactical Asset Allocation Moderate | NA | 5.06% | 2.85% | 2.40% | 2.89% | 5.16% | 6.63% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.71 | 5.06 | 2.85 | 2.40 | 2.89 | 5.16 | 6.63 | … | … | 1.16 | 15.06 | -13.03 | 7.10 | 10.28 | 5.66 | -1.53 | 11.91 | 3.72 | -3.40 | 2.17 | 11.30 | 7.12 | 0.95 | 7.37 | 24.04 | -1.41 | 17.67 | 18.55 | 8.55 | 9.96 | 23.67 | 5.07 | 2.31 |
| Sharpe Ratio | NA | 0.91 | 0.10 | 0.39 | 0.40 | NA | NA | … | … | 0.12 | 1.47 | -1.62 | 0.77 | 1.19 | 0.91 | -0.41 | 2.78 | 0.81 | -0.58 | 0.39 | 1.89 | 1.90 | 0.11 | 0.87 | 3.25 | -0.44 | 1.41 | 1.90 | 1.11 | 1.03 | 4.43 | 1.27 | 0.01 |
| Standard Deviation(%) | NA | 7.25 | 8.42 | 7.93 | 6.78 | NA | NA | … | … | 7.21 | 7.37 | 8.88 | 9.21 | 8.42 | 4.66 | 6.98 | 4.06 | 4.31 | 5.87 | 5.58 | 5.96 | 3.72 | 8.21 | 8.36 | 7.36 | 5.25 | 10.38 | 8.03 | 5.73 | 8.72 | 5.18 | 3.12 | 0.05 |
| Draw Down(%) | NA | 5.89 | 15.35 | 15.35 | 15.35 | NA | NA | … | … | 1.39 | 5.89 | 13.53 | 6.35 | 8.95 | 4.06 | 7.25 | 2.17 | 4.55 | 6.98 | 5.07 | 4.75 | 3.60 | 8.38 | 7.58 | 3.65 | 5.73 | 8.74 | 11.31 | 5.10 | 9.66 | 3.47 | 1.93 | 0.00 |
| Yield(%) | NA | 4.27 | 3.29 | 3.53 | 2.94 | NA | NA | … | … | 0.01 | 4.48 | 2.08 | 3.46 | 3.14 | 4.72 | 3.05 | 0.28 | 1.59 | 3.16 | 3.70 | 4.33 | 3.25 | 3.59 | 3.37 | 3.70 | 2.39 | 7.72 | 7.06 | 3.41 | 2.83 | 4.70 | 0.59 | 2.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Tactical Asset Allocation Moderate |
0.78%
Dec 2013 – Dec 2016 |
1.34%
Dec 2017 – Dec 2022 |
2.89%
Oct 2013 – Oct 2023 |
4.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Tactical Asset Allocation Moderate |
18.61%
Oct 2004 – Oct 2007 |
16.70%
Oct 2002 – Oct 2007 |
11.72%
Apr 2001 – Apr 2011 |
9.40%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart