Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.24% | 3.69% | 6.67% | 5.41% | 6.89% | 6.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMPUTER AID INC. 401K 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 (%) | -1.15 | 23.24 | 3.69 | 6.67 | 5.41 | 6.89 | 6.52 | … | … | 0.06 | 7.55 | 11.53 | -11.35 | 5.51 | 16.75 | 16.81 | -5.47 | 13.07 | 3.58 | -2.30 | 2.15 | 13.18 | 13.47 | -1.45 | 14.98 | 36.76 | -31.24 | 12.26 | 14.75 | 8.12 | 12.61 | 24.70 | -6.36 | 2.06 |
| Sharpe Ratio | NA | 0.20 | -0.15 | 0.24 | 0.32 | NA | NA | … | … | 0.00 | 0.10 | 0.87 | -0.93 | 0.50 | 0.90 | 2.08 | -0.48 | 2.45 | 0.38 | -0.26 | 0.31 | 1.79 | 1.75 | -0.11 | 1.24 | 2.17 | -1.40 | 0.96 | 1.39 | 0.93 | 1.43 | 2.60 | -0.66 | -0.02 |
| Standard Deviation(%) | NA | 9.17 | 10.68 | 12.66 | 11.10 | NA | NA | … | … | 7.07 | 9.26 | 8.39 | 13.63 | 10.95 | 18.42 | 7.42 | 14.05 | 5.09 | 8.77 | 8.81 | 6.93 | 7.34 | 7.67 | 13.84 | 12.03 | 16.90 | 22.97 | 9.67 | 8.28 | 6.42 | 8.15 | 9.24 | 11.26 | 11.10 |
| Draw Down(%) | NA | 6.11 | 19.91 | 21.58 | 21.58 | NA | NA | … | … | 0.77 | 6.11 | 7.90 | 20.23 | 8.46 | 21.58 | 3.73 | 16.66 | 2.04 | 7.97 | 9.55 | 6.68 | 7.03 | 6.26 | 14.73 | 8.98 | 16.65 | 40.57 | 7.46 | 8.55 | 4.90 | 6.73 | 9.12 | 18.59 | 14.03 |
| Yield(%) | NA | 3.22 | 5.17 | 4.53 | 3.67 | NA | NA | … | … | NA | 0.75 | 3.03 | 3.76 | 8.02 | 4.05 | 2.90 | 3.38 | 0.27 | 2.98 | 3.46 | 4.27 | 5.66 | 3.27 | 2.77 | 2.38 | 2.82 | 3.23 | 5.92 | 5.66 | 4.71 | 5.59 | 4.11 | 2.99 | 2.63 |
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 |
|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-8.47%
Feb 2006 – Feb 2009 |
-1.47%
Feb 2004 – Feb 2009 |
3.70%
Oct 2013 – Oct 2023 |
3.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
22.94%
Feb 2009 – Feb 2012 |
17.74%
Feb 2009 – Feb 2014 |
10.24%
Feb 2009 – Feb 2019 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart