Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 13.56% | 4.99% | 3.83% | 6.33% | 8.16% | NA | … | … |
Data as of 01/31/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 13.56 | 4.99 | 3.83 | 6.33 | 8.16 | NA | … | … | -10.61 | 18.14 | -12.16 | 12.36 | 5.53 | -2.54 | 3.97 | 10.87 | 12.95 | 4.52 | 10.25 | 25.24 | -9.36 | 15.41 | 15.70 | 17.64 | 19.48 | 24.75 | 4.34 | 5.81 |
| Sharpe Ratio | NA | -0.18 | -0.08 | 0.01 | 0.44 | NA | NA | … | … | -0.40 | 2.86 | -1.29 | 2.14 | 0.63 | -0.30 | 0.53 | 1.54 | 1.79 | 0.35 | 0.97 | 2.38 | -1.10 | 1.10 | 1.34 | 2.45 | 2.34 | 3.71 | 0.58 | 0.65 |
| Standard Deviation(%) | NA | 14.49 | 10.80 | 9.89 | 9.54 | NA | NA | … | … | 27.18 | 5.86 | 10.44 | 5.48 | 8.39 | 8.57 | 7.50 | 7.06 | 7.22 | 12.78 | 10.44 | 10.56 | 9.39 | 11.27 | 9.26 | 6.31 | 7.92 | 6.49 | 5.62 | 5.35 |
| Draw Down(%) | NA | 20.11 | 20.11 | 20.11 | 20.11 | NA | NA | … | … | 20.11 | 2.08 | 18.76 | 2.44 | 5.10 | 10.26 | 7.38 | 6.98 | 5.28 | 10.92 | 8.87 | 4.88 | 18.43 | 8.93 | 13.27 | 4.97 | 8.63 | 5.22 | 4.83 | 5.05 |
| Yield(%) | NA | 11.74 | 8.87 | 7.50 | 5.61 | NA | NA | … | … | 0.56 | 12.51 | 9.49 | 4.90 | 7.56 | 3.79 | 5.36 | 3.47 | 3.81 | 4.44 | 2.03 | 4.70 | 7.56 | 12.10 | 8.22 | 6.15 | 4.06 | 6.32 | 4.76 | 9.11 |
Data as of 01/31/2020, 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 |
|---|---|---|---|---|
| CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.70%
Mar 2017 – Mar 2020 |
1.08%
Dec 2013 – Dec 2018 |
4.78%
Mar 2010 – Mar 2020 |
7.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
25.08%
Apr 2003 – Apr 2006 |
20.09%
Mar 2003 – Mar 2008 |
14.24%
Apr 2003 – Apr 2013 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart