Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 0.95% | 4.54% | 4.84% | 8.73% | 6.45% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 0.95 | 4.54 | 4.84 | 8.73 | 6.45 | NA | … | … | -4.79 | 12.44 | 3.44 | 1.13 | 5.77 | 15.12 | 12.58 | -0.91 | 11.91 | 30.98 | -28.08 | 11.32 | 11.59 | 8.52 | 10.50 | 21.17 | -18.15 | -0.93 |
| Sharpe Ratio | NA | -0.61 | 0.34 | 0.39 | 0.78 | NA | NA | … | … | -0.61 | 2.68 | 0.39 | 0.13 | 0.86 | 2.13 | 1.57 | -0.06 | 0.98 | 1.79 | -1.26 | 0.87 | 1.14 | 0.96 | 1.23 | 1.86 | -1.33 | -0.23 |
| Standard Deviation(%) | NA | 10.11 | 7.95 | 7.77 | 10.37 | NA | NA | … | … | 10.11 | 4.41 | 8.24 | 8.23 | 6.66 | 7.08 | 7.96 | 14.72 | 12.06 | 17.28 | 23.00 | 9.58 | 7.29 | 6.60 | 7.76 | 11.00 | 14.44 | 14.38 |
| Draw Down(%) | NA | 13.35 | 13.35 | 13.35 | 16.99 | NA | NA | … | … | 13.35 | 1.53 | 7.62 | 7.45 | 5.20 | 5.54 | 6.38 | 14.36 | 9.66 | 16.99 | 38.51 | 5.94 | 7.69 | 5.01 | 5.91 | 7.45 | 23.94 | 18.97 |
| Yield(%) | NA | 5.21 | 4.71 | 4.85 | 4.35 | NA | NA | … | … | 5.18 | 5.67 | 3.24 | 4.50 | 5.65 | 4.53 | 2.90 | 4.59 | 4.23 | 2.83 | 2.63 | 6.19 | 3.09 | 4.13 | 0.80 | 0.29 | 0.88 | 1.18 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.90%
Feb 2006 – Feb 2009 |
-1.49%
Feb 2004 – Feb 2009 |
4.43%
Dec 2001 – Dec 2011 |
4.94%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDI CORPORATION 401(k) SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
20.07%
Feb 2009 – Feb 2012 |
16.43%
Feb 2009 – Feb 2014 |
9.53%
Nov 2008 – Nov 2018 |
8.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart