Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cochran Inc Retirement Plan Tactical Asset Allocation Moderate | NA | 13.10% | 0.07% | 7.07% | 5.18% | 6.61% | 7.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cochran Inc Retirement 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 (%) | -1.39 | 13.10 | 0.07 | 7.07 | 5.18 | 6.61 | 7.71 | … | … | 0.31 | -0.20 | 11.58 | -14.40 | 18.03 | 20.02 | 13.88 | -6.67 | 9.14 | 5.40 | -4.73 | 2.11 | 18.12 | 9.35 | 2.58 | 12.07 | 21.82 | 5.97 | 3.75 | 20.91 | 5.03 | 12.80 | 13.21 | 1.07 | 6.28 |
| Sharpe Ratio | NA | -0.59 | -0.55 | 0.41 | 0.36 | NA | NA | … | … | 0.02 | -0.76 | 0.87 | -1.67 | 1.72 | 2.26 | 2.68 | -1.06 | 1.51 | 1.00 | -0.62 | 0.37 | 2.42 | 1.64 | 0.27 | 0.96 | 2.33 | 0.65 | 0.08 | 2.50 | 0.46 | 1.58 | 2.53 | -0.01 | 0.80 |
| Standard Deviation(%) | NA | 8.85 | 8.95 | 9.26 | 7.90 | NA | NA | … | … | 10.28 | 8.92 | 8.45 | 9.42 | 10.46 | 8.74 | 4.65 | 7.56 | 5.62 | 5.17 | 7.67 | 5.66 | 7.46 | 5.68 | 9.54 | 12.45 | 9.34 | 7.77 | 9.04 | 7.04 | 6.28 | 7.50 | 4.95 | 5.09 | 4.94 |
| Draw Down(%) | NA | 6.39 | 13.40 | 15.35 | 15.35 | NA | NA | … | … | 0.80 | 6.18 | 9.52 | 15.00 | 3.77 | 6.98 | 1.67 | 12.45 | 4.37 | 2.89 | 10.93 | 6.21 | 7.40 | 4.27 | 9.48 | 10.21 | 4.58 | 5.62 | 6.83 | 4.40 | 4.04 | 8.89 | 1.86 | 5.16 | 4.34 |
| Yield(%) | NA | 3.16 | 5.08 | 4.82 | 3.70 | NA | NA | … | … | NA | 0.99 | 2.66 | 4.56 | 7.66 | 5.09 | 4.00 | 3.65 | 0.21 | 3.51 | 2.79 | 3.01 | 4.86 | 3.92 | 2.96 | 3.07 | 4.26 | 4.93 | 9.56 | 8.41 | 5.68 | 3.72 | 1.79 | 1.92 | 5.81 |
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 |
|---|---|---|---|---|
| Cochran Inc Retirement Plan Tactical Asset Allocation Moderate |
-1.58%
Dec 2021 – Dec 2024 |
0.87%
Dec 2013 – Dec 2018 |
4.07%
Mar 2015 – Mar 2025 |
5.10%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cochran Inc Retirement Plan Tactical Asset Allocation Moderate |
17.28%
Dec 2018 – Dec 2021 |
13.67%
Apr 2005 – Apr 2010 |
11.54%
Apr 2003 – Apr 2013 |
9.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart