Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -2.80% | 0.69% | 1.33% | 0.81% | 2.73% | 4.22% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.11 | -2.80 | 0.69 | 1.33 | 0.81 | 2.73 | 4.22 | … | … | 0.90 | 6.86 | -13.91 | 8.39 | 17.48 | 3.17 | -4.15 | 4.24 | 2.85 | -3.89 | -2.58 | 13.52 | 5.75 | -0.34 | 3.64 | 11.91 | 3.21 | 11.66 | 10.89 | 4.17 | 11.39 | 16.62 | 8.93 | 7.52 |
| Sharpe Ratio | NA | 0.35 | -0.22 | 0.28 | 0.11 | NA | NA | … | … | 0.08 | 0.34 | -1.68 | 0.85 | 1.82 | 0.37 | -0.74 | 0.50 | 0.61 | -0.75 | -0.36 | 2.03 | 1.11 | -0.04 | 0.34 | 1.46 | 0.43 | 0.87 | 1.07 | 0.34 | 1.45 | 2.76 | 1.57 | 0.96 |
| Standard Deviation(%) | NA | 7.89 | 8.86 | 8.44 | 7.47 | NA | NA | … | … | 8.06 | 7.63 | 9.11 | 9.84 | 9.50 | 4.84 | 7.41 | 7.24 | 4.37 | 5.21 | 7.18 | 6.65 | 5.14 | 10.37 | 10.47 | 8.08 | 5.36 | 9.94 | 7.11 | 5.94 | 7.21 | 5.78 | 4.98 | 5.44 |
| Draw Down(%) | NA | 7.22 | 19.48 | 19.48 | 19.48 | NA | NA | … | … | 1.81 | 7.22 | 15.14 | 5.47 | 6.26 | 3.59 | 9.82 | 7.47 | 2.60 | 5.82 | 5.38 | 4.87 | 3.92 | 10.35 | 9.72 | 4.37 | 3.45 | 6.98 | 8.45 | 4.44 | 6.00 | 3.26 | 2.66 | 4.46 |
| Yield(%) | NA | 3.91 | 5.23 | 4.85 | 4.24 | NA | NA | … | … | 0.01 | 4.08 | 3.55 | 8.15 | 5.62 | 3.02 | 3.83 | 0.29 | 5.06 | 7.10 | 1.96 | 6.21 | 3.99 | 3.09 | 4.49 | 4.59 | 4.19 | 5.78 | 4.66 | 3.30 | 4.50 | 3.79 | 6.45 | 7.76 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.39%
Nov 2013 – Nov 2016 |
-0.77%
Dec 2013 – Dec 2018 |
0.81%
Oct 2013 – Oct 2023 |
2.61%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC. 401K PLAN Tactical Asset Allocation Moderate |
12.27%
Dec 2001 – Dec 2004 |
11.84%
Oct 2002 – Oct 2007 |
9.51%
Apr 2001 – Apr 2011 |
6.73%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart