Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC. Tactical Asset Allocation Moderate | NA | 20.59% | 0.77% | 3.59% | 3.57% | 4.22% | 5.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC. 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 (%) | -1.06 | 20.59 | 0.77 | 3.59 | 3.57 | 4.22 | 5.94 | … | … | 0.53 | 4.22 | 13.74 | -17.28 | 8.13 | 12.12 | 4.87 | -4.01 | 13.58 | 5.33 | -3.23 | -0.46 | 8.79 | 4.65 | 2.49 | 6.94 | 28.85 | -19.46 | 16.43 | 14.65 | 14.63 | 21.84 | 27.20 | 14.18 | 3.16 |
| Sharpe Ratio | NA | -0.13 | -0.33 | 0.12 | 0.19 | NA | NA | … | … | 0.08 | -0.28 | 1.12 | -1.25 | 0.90 | 1.29 | 0.54 | -0.69 | 2.37 | 0.90 | -0.54 | -0.07 | 1.18 | 0.77 | 0.29 | 0.60 | 2.68 | -2.06 | 1.12 | 1.30 | 1.95 | 2.57 | 4.27 | 2.68 | 0.11 |
| Standard Deviation(%) | NA | 8.57 | 11.07 | 10.35 | 8.57 | NA | NA | … | … | 5.68 | 8.62 | 8.46 | 14.91 | 9.04 | 9.21 | 6.48 | 7.67 | 5.46 | 5.70 | 6.04 | 6.76 | 7.44 | 5.98 | 8.45 | 11.32 | 10.74 | 9.89 | 11.98 | 8.75 | 6.40 | 8.14 | 6.20 | 4.88 | 7.93 |
| Draw Down(%) | NA | 6.82 | 21.38 | 23.58 | 23.58 | NA | NA | … | … | 0.38 | 6.82 | 8.20 | 22.79 | 4.81 | 12.41 | 5.37 | 10.60 | 3.68 | 4.12 | 8.37 | 6.69 | 8.12 | 6.74 | 5.64 | 9.40 | 5.18 | 23.18 | 9.56 | 11.27 | 5.08 | 10.01 | 4.42 | 4.63 | 8.53 |
| Yield(%) | NA | 3.87 | 4.54 | 4.80 | 3.86 | NA | NA | … | … | NA | 0.45 | 3.90 | 4.52 | 4.58 | 7.00 | 3.83 | 5.48 | 0.21 | 1.86 | 2.64 | 4.34 | 4.16 | 4.24 | 5.66 | 1.73 | 2.33 | 3.09 | 10.64 | 5.47 | 4.29 | 6.63 | 6.81 | 5.41 | 4.80 |
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 |
|---|---|---|---|---|
| 403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC. Tactical Asset Allocation Moderate |
-3.03%
Sep 2019 – Sep 2022 |
-1.24%
Sep 2017 – Sep 2022 |
1.91%
Sep 2012 – Sep 2022 |
2.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 403(B) THRIFT PLAN FOR STUDENT CONSERVATION ASSOCIATION INC. Tactical Asset Allocation Moderate |
22.98%
Apr 2003 – Apr 2006 |
20.64%
Oct 2002 – Oct 2007 |
12.08%
Jan 2002 – Jan 2012 |
9.23%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart