Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Commonspirit 401K Asset Allocation Composite Moderate | 5.29% | 14.58% | 12.10% | 6.12% | 8.02% | 7.08% | 7.24% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Commonspirit 401K Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.25 | 14.58 | 12.10 | 6.12 | 8.02 | 7.08 | 7.24 | … | … | 5.29 | 11.28 | 12.30 | 10.70 | -10.93 | 6.50 | 11.75 | 16.08 | -3.98 | 15.99 | 4.40 | -1.01 | 3.78 | 14.76 | 14.15 | 2.64 | 14.79 | 13.03 | 0.58 | 8.77 | 0.03 | 4.48 | 4.59 | 6.09 | -2.47 | -0.06 |
| Sharpe Ratio | NA | 2.65 | 0.80 | 0.33 | 0.55 | NA | NA | … | … | 0.40 | 0.66 | 0.94 | 0.88 | -1.00 | 0.73 | 0.65 | 2.17 | -0.59 | 3.31 | 0.48 | -0.12 | 0.58 | 2.02 | 1.66 | 0.21 | 1.81 | 1.98 | -1.13 | 0.80 | -0.36 | 0.59 | 0.80 | 1.32 | -1.55 | -0.52 |
| Standard Deviation(%) | NA | 8.94 | 10.52 | 10.44 | 10.44 | NA | NA | … | … | 10.41 | 12.76 | 9.23 | 7.99 | 12.31 | 8.84 | 17.70 | 6.74 | 9.09 | 4.63 | 8.64 | 8.51 | 6.46 | 7.28 | 8.51 | 12.14 | 8.14 | 6.54 | 0.34 | 7.01 | 9.28 | 3.79 | 4.51 | 4.06 | 2.34 | 4.77 |
| Draw Down(%) | NA | 6.77 | 17.30 | 18.64 | 21.55 | NA | NA | … | … | 6.77 | 17.30 | 4.94 | 8.34 | 17.32 | 5.14 | 21.55 | 3.54 | 10.97 | 1.39 | 6.62 | 9.20 | 5.34 | 6.61 | 7.49 | 9.28 | 6.29 | 3.25 | 0.34 | 4.28 | 12.24 | 3.08 | 3.85 | 2.95 | 2.80 | 6.66 |
| Yield(%) | NA | 2.77 | 2.69 | 3.45 | 3.52 | NA | NA | … | … | NA | NA | 0.86 | 2.60 | 1.85 | 3.79 | 5.00 | 4.24 | 3.49 | 3.56 | 2.93 | 3.75 | 3.82 | 2.52 | 3.76 | 1.65 | 5.11 | 1.84 | 0.92 | 6.27 | 4.89 | 2.27 | 2.06 | 1.44 | 1.54 | 2.28 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Commonspirit 401K Asset Allocation Composite Moderate |
0.65%
Apr 2021 – Apr 2024 |
0.77%
Jul 2001 – Jul 2006 |
4.24%
Oct 2013 – Oct 2023 |
5.34%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commonspirit 401K Asset Allocation Composite Moderate |
13.07%
Apr 2009 – Apr 2012 |
12.93%
Jun 2009 – Jun 2014 |
8.70%
Jun 2009 – Jun 2019 |
8.53%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart