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 Strategic Asset Allocation – Optimal Moderate | NA | 23.88% | 2.06% | 4.40% | 4.77% | 7.00% | 6.48% | … | … |
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 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 (%) | -1.37 | 23.88 | 2.06 | 4.40 | 4.77 | 7.00 | 6.48 | … | … | -0.16 | 7.79 | 10.84 | -13.74 | 11.49 | 7.72 | 15.74 | -6.27 | 4.83 | 7.38 | 2.56 | 7.01 | 16.82 | 13.54 | 1.49 | 16.75 | 26.81 | -20.57 | 3.95 | 14.93 | 5.26 | 12.19 | 18.88 | -5.18 | 4.60 |
| Sharpe Ratio | NA | 0.26 | -0.27 | 0.14 | 0.26 | NA | NA | … | … | -0.02 | 0.15 | 0.73 | -1.07 | 1.07 | 0.35 | 1.92 | -0.85 | 0.77 | 0.84 | 0.31 | 1.19 | 2.44 | 1.71 | 0.10 | 1.46 | 1.38 | -0.92 | 0.11 | 1.79 | 0.50 | 1.61 | 2.40 | -0.63 | 0.27 |
| Standard Deviation(%) | NA | 7.92 | 10.73 | 13.65 | 11.11 | NA | NA | … | … | 8.88 | 8.00 | 9.01 | 14.15 | 10.75 | 21.65 | 7.47 | 8.94 | 5.44 | 8.54 | 8.19 | 5.87 | 6.87 | 7.90 | 14.69 | 11.43 | 19.29 | 23.36 | 8.91 | 6.51 | 6.23 | 6.97 | 7.58 | 9.97 | 8.32 |
| Draw Down(%) | NA | 4.60 | 20.94 | 29.85 | 30.71 | NA | NA | … | … | 0.84 | 4.50 | 11.05 | 21.33 | 5.35 | 29.85 | 4.14 | 12.24 | 3.98 | 7.42 | 7.40 | 4.63 | 5.81 | 6.53 | 13.96 | 8.54 | 17.70 | 32.57 | 6.43 | 5.41 | 3.91 | 6.57 | 8.28 | 16.98 | 10.88 |
| Yield(%) | NA | 3.10 | 6.01 | 4.80 | 4.65 | NA | NA | … | … | NA | 0.74 | 2.84 | 3.96 | 10.94 | 3.55 | 2.11 | 5.84 | 0.39 | 3.29 | 6.17 | 7.29 | 5.22 | 2.83 | 2.68 | 2.69 | 2.42 | 4.43 | 7.89 | 6.33 | 3.68 | 2.89 | 2.78 | 1.85 | 3.04 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.07%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
3.20%
Oct 2013 – Oct 2023 |
4.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cochran Inc Retirement Plan Strategic Asset Allocation – Optimal Moderate |
22.05%
Feb 2009 – Feb 2012 |
18.25%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart