Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | NA | 21.37% | 1.02% | 4.50% | 4.04% | 5.74% | 6.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST Strategic Asset Allocation – Optimal 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 (%) | -1.14 | 21.37 | 1.02 | 4.50 | 4.04 | 5.74 | 6.34 | … | … | 0.04 | 3.23 | 11.48 | -14.58 | 6.83 | 13.87 | 13.81 | -8.51 | 10.39 | 5.59 | -2.13 | 3.79 | 10.75 | 14.45 | -1.93 | 14.84 | 30.00 | -24.62 | 13.71 | 15.96 | 12.33 | 14.46 | 23.09 | -2.25 | 1.82 |
| Sharpe Ratio | NA | -0.28 | -0.42 | 0.10 | 0.19 | NA | NA | … | … | 0.00 | -0.42 | 0.86 | -1.18 | 0.79 | 0.77 | 1.75 | -1.07 | 2.29 | 0.62 | -0.26 | 0.59 | 1.50 | 1.90 | -0.13 | 1.30 | 1.73 | -1.17 | 1.07 | 1.56 | 1.54 | 1.70 | 3.14 | -0.37 | -0.06 |
| Standard Deviation(%) | NA | 7.86 | 10.28 | 11.91 | 10.03 | NA | NA | … | … | 7.80 | 7.92 | 8.41 | 13.54 | 8.66 | 17.76 | 7.10 | 9.19 | 4.26 | 8.72 | 8.30 | 6.38 | 7.15 | 7.60 | 14.55 | 11.35 | 17.26 | 21.86 | 10.05 | 8.14 | 6.61 | 7.96 | 7.14 | 9.17 | 8.40 |
| Draw Down(%) | NA | 7.52 | 21.47 | 23.29 | 23.54 | NA | NA | … | … | 0.72 | 7.52 | 8.52 | 21.66 | 5.56 | 23.29 | 3.14 | 14.57 | 2.30 | 7.88 | 9.69 | 5.19 | 7.69 | 6.25 | 14.83 | 7.91 | 17.28 | 35.81 | 7.11 | 9.70 | 4.78 | 8.20 | 5.99 | 15.54 | 10.82 |
| Yield(%) | NA | 3.23 | 5.24 | 5.21 | 4.63 | NA | NA | … | … | NA | 0.59 | 3.09 | 4.24 | 7.68 | 6.39 | 3.78 | 3.90 | 0.26 | 2.32 | 7.57 | 6.50 | 5.15 | 3.55 | 1.82 | 3.97 | 3.57 | 4.05 | 6.46 | 6.84 | 5.49 | 4.80 | 3.24 | 3.17 | 5.26 |
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 |
|---|---|---|---|---|
| CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate |
-5.44%
Feb 2006 – Feb 2009 |
-0.06%
Mar 2015 – Mar 2020 |
2.61%
Oct 2013 – Oct 2023 |
3.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONCUR TECHNOLOGIES INC 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate |
21.19%
Feb 2009 – Feb 2012 |
16.66%
Oct 2002 – Oct 2007 |
10.80%
Mar 2003 – Mar 2013 |
8.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart