Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 26.04% | 2.89% | 7.26% | 5.69% | 6.42% | 5.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING 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 (%) | -0.80 | 26.04 | 2.89 | 7.26 | 5.69 | 6.42 | 5.89 | … | … | 0.31 | 10.51 | 10.03 | -13.04 | 5.13 | 21.78 | 19.31 | -6.94 | 9.92 | 3.39 | -0.87 | 2.43 | 15.28 | 11.40 | -3.44 | 10.99 | 22.13 | -23.62 | 10.67 | 9.83 | 9.08 | 11.61 | 18.74 | -1.45 | 9.11 |
| Sharpe Ratio | NA | 0.51 | -0.16 | 0.29 | 0.36 | NA | NA | … | … | 0.03 | 0.45 | 0.63 | -1.06 | 0.48 | 1.16 | 2.66 | -0.83 | 2.07 | 0.38 | -0.11 | 0.34 | 2.21 | 1.42 | -0.23 | 0.96 | 1.30 | -1.19 | 0.85 | 0.85 | 1.08 | 1.42 | 1.93 | -0.21 | 0.68 |
| Standard Deviation(%) | NA | 8.64 | 10.72 | 12.70 | 10.53 | NA | NA | … | … | 7.47 | 8.71 | 9.13 | 13.61 | 10.64 | 18.65 | 6.73 | 9.88 | 4.49 | 8.42 | 8.36 | 7.06 | 6.89 | 8.00 | 14.83 | 11.36 | 16.94 | 20.58 | 9.02 | 7.73 | 6.37 | 7.51 | 9.34 | 12.43 | 9.95 |
| Draw Down(%) | NA | 4.92 | 19.77 | 21.77 | 21.77 | NA | NA | … | … | 0.62 | 4.92 | 8.97 | 20.09 | 8.24 | 20.90 | 3.17 | 13.45 | 2.01 | 9.97 | 7.83 | 5.22 | 5.90 | 7.09 | 15.88 | 9.12 | 17.12 | 33.43 | 6.05 | 8.42 | 4.02 | 6.17 | 6.99 | 17.47 | 10.44 |
| Yield(%) | NA | 4.92 | 5.21 | 4.25 | 3.73 | NA | NA | … | … | NA | 0.78 | 4.68 | 3.81 | 6.30 | 3.22 | 2.56 | 2.73 | 0.60 | 3.59 | 7.55 | 1.52 | 5.80 | 3.17 | 2.31 | 3.98 | 2.65 | 3.95 | 4.38 | 3.85 | 3.01 | 3.06 | 3.26 | 5.08 | 6.43 |
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 |
|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.16%
Feb 2006 – Feb 2009 |
-0.74%
Feb 2004 – Feb 2009 |
3.67%
Oct 2013 – Oct 2023 |
3.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
16.32%
Feb 2009 – Feb 2012 |
14.05%
Feb 2009 – Feb 2014 |
8.16%
Feb 2009 – Feb 2019 |
7.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart