Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Commercial Data Systems 401K Hartford Tactical Asset Allocation Moderate | NA | 25.51% | 8.84% | 10.12% | 5.27% | 6.39% | 8.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Commercial Data Systems 401K Hartford 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 (%) | -0.86 | 25.51 | 8.84 | 10.12 | 5.27 | 6.39 | 8.58 | … | … | 1.47 | 14.38 | 24.85 | -5.52 | 2.07 | 16.61 | 9.01 | -3.46 | 6.21 | 0.63 | -7.41 | 0.62 | 11.41 | 9.97 | 1.59 | 14.30 | 32.09 | -6.83 | 19.89 | 16.43 | 15.05 | 17.44 | 30.15 | 8.30 | 5.90 |
| Sharpe Ratio | NA | 1.20 | 0.99 | 0.88 | 0.48 | NA | NA | … | … | 0.15 | 0.96 | 2.93 | -0.88 | 0.19 | 1.72 | 1.55 | -0.61 | 0.95 | 0.07 | -1.01 | 0.09 | 1.48 | 2.02 | 0.17 | 1.01 | 3.81 | -1.32 | 1.56 | 1.62 | 2.01 | 2.25 | 6.47 | 1.37 | 0.80 |
| Standard Deviation(%) | NA | 8.18 | 7.71 | 8.83 | 7.73 | NA | NA | … | … | 9.13 | 8.15 | 7.03 | 7.84 | 10.91 | 9.54 | 4.90 | 7.79 | 5.86 | 5.84 | 7.38 | 6.81 | 7.71 | 4.90 | 9.46 | 14.08 | 8.39 | 5.85 | 10.82 | 8.14 | 6.40 | 7.32 | 4.55 | 5.27 | 4.48 |
| Draw Down(%) | NA | 4.63 | 9.29 | 16.05 | 16.05 | NA | NA | … | … | 0.50 | 4.63 | 3.73 | 10.47 | 9.12 | 10.50 | 2.75 | 10.22 | 5.12 | 5.67 | 14.27 | 5.68 | 7.40 | 4.40 | 8.52 | 10.99 | 3.49 | 9.97 | 8.46 | 11.19 | 4.59 | 10.46 | 3.98 | 6.40 | 4.14 |
| Yield(%) | NA | 15.66 | 12.15 | 10.04 | 6.61 | NA | NA | … | … | NA | 4.41 | 15.28 | 6.78 | 10.51 | 8.98 | 4.75 | 3.05 | 0.34 | 2.19 | 5.06 | 5.31 | 6.64 | 4.35 | 3.60 | 1.71 | 3.52 | 3.09 | 10.07 | 7.51 | 5.24 | 3.73 | 6.37 | 6.08 | 7.09 |
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 |
|---|---|---|---|---|
| Commercial Data Systems 401K Hartford Tactical Asset Allocation Moderate |
-2.13%
Dec 2013 – Dec 2016 |
-0.79%
Dec 2013 – Dec 2018 |
2.76%
Jul 2012 – Jul 2022 |
4.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Commercial Data Systems 401K Hartford Tactical Asset Allocation Moderate |
22.06%
Mar 2003 – Mar 2006 |
21.12%
Oct 2002 – Oct 2007 |
15.38%
Apr 2001 – Apr 2011 |
10.85%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart