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 Strategic Asset Allocation – Optimal Moderate | NA | 23.66% | 3.07% | 7.66% | 5.90% | 6.72% | 6.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K 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 (%) | -0.95 | 23.66 | 3.07 | 7.66 | 5.90 | 6.72 | 6.15 | … | … | 0.50 | 5.74 | 14.07 | -13.53 | 9.91 | 18.13 | 16.87 | -4.78 | 10.86 | 1.99 | 0.73 | 4.42 | 13.84 | 10.34 | -2.28 | 11.57 | 22.14 | -24.09 | 11.00 | 12.78 | 6.13 | 9.49 | 15.25 | -4.43 | 2.31 |
| Sharpe Ratio | NA | 0.09 | -0.20 | 0.33 | 0.41 | NA | NA | … | … | 0.06 | -0.10 | 1.24 | -1.17 | 1.10 | 1.07 | 2.55 | -0.65 | 2.49 | 0.23 | 0.09 | 0.67 | 2.07 | 1.55 | -0.18 | 1.20 | 1.64 | -1.32 | 0.88 | 1.43 | 0.70 | 1.23 | 1.95 | -0.58 | 0.01 |
| Standard Deviation(%) | NA | 8.75 | 10.08 | 11.57 | 9.64 | NA | NA | … | … | 7.63 | 8.82 | 7.89 | 12.80 | 9.02 | 16.80 | 6.06 | 9.36 | 4.11 | 7.66 | 7.90 | 6.54 | 6.67 | 6.64 | 12.83 | 9.61 | 13.44 | 18.88 | 9.11 | 6.65 | 5.68 | 6.97 | 7.48 | 9.53 | 0.05 |
| Draw Down(%) | NA | 6.57 | 18.99 | 19.64 | 19.64 | NA | NA | … | … | 0.63 | 6.57 | 7.43 | 19.64 | 5.48 | 19.48 | 3.01 | 12.47 | 2.71 | 7.13 | 7.94 | 5.61 | 6.57 | 5.26 | 13.33 | 7.54 | 13.95 | 33.09 | 6.91 | 7.83 | 4.50 | 6.64 | 7.35 | 11.64 | 0.00 |
| Yield(%) | NA | 4.45 | 4.28 | 3.91 | 3.52 | NA | NA | … | … | NA | 0.45 | 4.48 | 2.46 | 5.48 | 3.28 | 3.84 | 4.27 | 0.30 | 1.16 | 5.15 | 5.07 | 3.99 | 1.57 | 2.68 | 2.14 | 2.32 | 3.14 | 7.59 | 5.50 | 3.67 | 2.41 | 1.82 | 0.79 | 2.31 |
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 |
|---|---|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Strategic Asset Allocation – Optimal Moderate |
-5.83%
Feb 2006 – Feb 2009 |
-0.49%
Feb 2004 – Feb 2009 |
3.96%
Oct 2007 – Oct 2017 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENTREC CONSULTING GROUP LLC 401K Plan Strategic Asset Allocation – Optimal Moderate |
15.59%
Feb 2009 – Feb 2012 |
13.60%
Feb 2009 – Feb 2014 |
8.28%
Feb 2009 – Feb 2019 |
8.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart