Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.53% | 2.13% | 8.31% | 6.68% | 8.30% | 8.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED 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 (%) | -0.74 | 19.53 | 2.13 | 8.31 | 6.68 | 8.30 | 8.04 | … | … | 0.51 | 5.80 | 11.87 | -11.42 | 4.22 | 25.93 | 17.99 | -4.27 | 10.74 | 5.67 | 1.75 | 3.47 | 20.27 | 10.98 | 3.46 | 18.00 | 15.89 | -8.09 | 7.21 | 12.99 | 7.98 | 15.73 | 27.27 | 3.87 | 7.58 |
| Sharpe Ratio | NA | 0.03 | -0.16 | 0.31 | 0.43 | NA | NA | … | … | 0.04 | -0.07 | 0.86 | -0.99 | 0.38 | 1.32 | 1.98 | -0.53 | 2.11 | 0.58 | 0.19 | 0.41 | 2.85 | 1.36 | 0.23 | 1.81 | 2.09 | -2.03 | 0.50 | 1.34 | 0.97 | 2.02 | 3.99 | 0.45 | 1.02 |
| Standard Deviation(%) | NA | 11.01 | 11.07 | 13.19 | 11.12 | NA | NA | … | … | 12.22 | 11.03 | 8.88 | 12.90 | 10.91 | 19.52 | 8.40 | 10.44 | 4.79 | 9.42 | 8.89 | 8.44 | 7.09 | 8.04 | 15.21 | 9.87 | 7.55 | 4.43 | 8.44 | 7.28 | 5.98 | 7.33 | 6.66 | 6.14 | 5.17 |
| Draw Down(%) | NA | 7.40 | 17.11 | 22.29 | 22.29 | NA | NA | … | … | 1.13 | 7.40 | 6.82 | 18.30 | 5.74 | 22.29 | 4.71 | 13.83 | 2.34 | 8.89 | 8.64 | 6.62 | 4.20 | 5.41 | 13.13 | 7.35 | 4.28 | 9.72 | 6.23 | 8.54 | 4.54 | 5.71 | 2.64 | 5.31 | 3.91 |
| Yield(%) | NA | 6.73 | 5.48 | 6.57 | 5.93 | NA | NA | … | … | NA | 3.09 | 4.39 | 2.89 | 6.41 | 8.51 | 9.51 | 6.08 | 5.67 | 3.21 | 5.64 | 7.07 | 5.01 | 2.57 | 6.51 | 3.85 | 3.38 | 3.13 | 5.86 | 5.53 | 3.91 | 3.68 | 4.41 | 4.76 | 7.00 |
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 |
|---|---|---|---|---|
| CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN Tactical Asset Allocation Moderate |
0.69%
Apr 2006 – Apr 2009 |
2.59%
Mar 2015 – Mar 2020 |
5.39%
Oct 2013 – Oct 2023 |
6.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN Tactical Asset Allocation Moderate |
18.56%
Apr 2003 – Apr 2006 |
15.13%
Oct 2002 – Oct 2007 |
11.23%
Apr 2001 – Apr 2011 |
10.18%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart