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 Strategic Asset Allocation – Optimal Moderate | NA | 0.48% | 0.78% | 1.73% | 5.43% | 5.85% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 08/28/2020 |
| 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 (%) | 2.22 | 0.48 | 0.78 | 1.73 | 5.43 | 5.85 | NA | … | … | 2.55 | 17.08 | -7.98 | 9.88 | 4.45 | -1.77 | 3.98 | 11.42 | 14.25 | -1.05 | 14.34 | 33.49 | -25.29 | 10.25 | 14.48 | 12.45 | 17.34 | 25.51 | 2.34 | 8.40 |
| Sharpe Ratio | NA | 0.44 | 0.23 | 0.43 | 0.61 | NA | NA | … | … | 0.12 | 2.46 | -1.05 | 2.08 | 0.50 | -0.22 | 0.65 | 1.58 | 1.94 | -0.08 | 1.26 | 1.92 | -1.16 | 0.77 | 1.45 | 1.68 | 2.27 | 3.78 | 0.15 | 0.69 |
| Standard Deviation(%) | NA | 16.46 | 11.38 | 10.01 | 9.33 | NA | NA | … | … | 19.92 | 6.37 | 8.90 | 4.45 | 8.51 | 8.07 | 6.06 | 7.20 | 7.30 | 12.90 | 11.29 | 17.37 | 22.52 | 9.36 | 7.69 | 6.12 | 7.22 | 6.57 | 8.27 | 8.89 |
| Draw Down(%) | NA | 23.53 | 23.53 | 23.53 | 23.53 | NA | NA | … | … | 23.53 | 3.23 | 14.35 | 2.99 | 7.26 | 10.50 | 5.98 | 7.80 | 6.16 | 12.85 | 8.64 | 17.77 | 37.19 | 6.76 | 9.28 | 4.16 | 7.20 | 6.87 | 13.62 | 11.34 |
| Yield(%) | NA | 3.91 | 3.36 | 3.61 | 3.38 | NA | NA | … | … | 0.74 | 4.33 | 5.43 | 0.25 | 3.78 | 4.92 | 3.29 | 3.64 | 3.72 | 3.18 | 1.99 | 3.10 | 8.49 | 8.70 | 6.70 | 4.91 | 5.50 | 3.91 | 2.51 | 4.14 |
Data as of 05/29/2020, 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 Strategic Asset Allocation – Optimal Moderat |
-6.98%
Feb 2006 – Feb 2009 |
0.02%
Mar 2015 – Mar 2020 |
3.94%
Mar 2010 – Mar 2020 |
5.31%
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 Strategic Asset Allocation – Optimal Moderat |
22.17%
Feb 2009 – Feb 2012 |
17.47%
Oct 2002 – Oct 2007 |
11.27%
Mar 2003 – Mar 2013 |
9.18%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart