Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHIQUITA SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 17.27% | 1.48% | 4.56% | 3.29% | 4.45% | 7.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHIQUITA SAVINGS AND INVESTMENT 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 (%) | -1.15 | 17.27 | 1.48 | 4.56 | 3.29 | 4.45 | 7.41 | … | … | 0.90 | -2.53 | 13.76 | -14.07 | 4.11 | 11.87 | 5.21 | -4.27 | 8.98 | 6.08 | -4.32 | 1.68 | 11.41 | 5.74 | 3.61 | 7.65 | 29.06 | 0.39 | 20.97 | 18.59 | 15.68 | 11.19 | 24.90 | 8.09 | 8.28 |
| Sharpe Ratio | NA | -0.54 | -0.46 | -0.02 | 0.07 | NA | NA | … | … | 0.07 | -0.65 | 1.23 | -1.58 | 0.45 | 1.46 | 0.77 | -0.73 | 1.66 | 1.17 | -0.80 | 0.29 | 1.79 | 1.60 | 0.51 | 0.78 | 3.23 | -0.11 | 1.49 | 1.60 | 2.06 | 1.15 | 4.77 | 1.57 | 1.44 |
| Standard Deviation(%) | NA | 14.00 | 10.83 | 9.97 | 8.12 | NA | NA | … | … | 11.79 | 13.97 | 7.71 | 9.76 | 9.00 | 7.96 | 4.92 | 7.63 | 5.03 | 5.01 | 5.44 | 5.70 | 6.37 | 3.56 | 6.97 | 9.66 | 8.97 | 5.00 | 12.05 | 9.59 | 6.55 | 8.92 | 5.07 | 4.46 | 4.16 |
| Draw Down(%) | NA | 14.71 | 14.71 | 16.36 | 16.36 | NA | NA | … | … | 0.93 | 14.71 | 6.96 | 14.66 | 4.79 | 7.06 | 3.68 | 10.61 | 2.46 | 3.92 | 6.78 | 6.24 | 3.86 | 3.51 | 4.65 | 8.87 | 4.47 | 4.95 | 10.38 | 13.70 | 5.33 | 10.46 | 1.85 | 4.21 | 3.36 |
| Yield(%) | NA | 4.31 | 4.23 | 4.40 | 3.37 | NA | NA | … | … | NA | 0.46 | 4.24 | 2.99 | 5.48 | 5.49 | 3.99 | 3.17 | 0.84 | 3.50 | 1.61 | 2.79 | 1.87 | 3.94 | 2.68 | 3.91 | 5.01 | 3.62 | 9.57 | 8.97 | 7.10 | 2.49 | 4.89 | 6.51 | 7.53 |
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 |
|---|---|---|---|---|
| CHIQUITA SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.60%
Dec 2021 – Dec 2024 |
0.09%
Oct 2017 – Oct 2022 |
1.93%
Oct 2013 – Oct 2023 |
3.40%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIQUITA SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
21.66%
Oct 2004 – Oct 2007 |
19.04%
Oct 2002 – Oct 2007 |
14.59%
Apr 2001 – Apr 2011 |
10.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart