Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate | 4.65% | 16.22% | 9.48% | 5.75% | 6.03% | 3.17% | 4.90% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN 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 (%) | 0.59 | 16.22 | 9.48 | 5.75 | 6.03 | 3.17 | 4.90 | … | … | 4.65 | 15.27 | 2.98 | 7.37 | -3.13 | 3.39 | 8.50 | 12.24 | -5.64 | 13.10 | -2.19 | -3.40 | -2.95 | 1.83 | 11.94 | -10.76 | 11.26 | 12.51 | 1.14 | 14.58 | 15.44 | 12.00 | 9.33 | 13.67 | 0.95 | 3.64 |
| Sharpe Ratio | NA | 1.74 | 0.68 | 0.41 | 0.58 | NA | NA | … | … | 0.14 | 1.94 | -0.10 | 0.62 | -0.59 | 0.68 | 0.76 | 2.49 | -1.37 | 3.64 | -0.38 | -0.50 | -0.58 | 0.28 | 1.61 | -1.01 | 1.59 | 1.99 | 0.80 | 1.78 | 1.94 | 2.18 | 1.35 | 3.08 | -0.13 | 0.57 |
| Standard Deviation(%) | NA | 6.19 | 6.68 | 6.57 | 6.50 | NA | NA | … | … | 8.45 | 6.38 | 6.39 | 6.04 | 7.78 | 4.91 | 10.84 | 4.32 | 5.12 | 3.42 | 6.32 | 6.84 | 5.12 | 6.41 | 7.38 | 10.66 | 7.01 | 6.24 | 0.22 | 6.44 | 6.21 | 4.47 | 6.18 | 4.20 | 1.50 | 2.13 |
| Draw Down(%) | NA | 6.18 | 7.02 | 10.39 | 16.04 | NA | NA | … | … | 6.18 | 6.55 | 5.59 | 5.97 | 9.87 | 2.89 | 16.04 | 2.55 | 8.77 | 1.27 | 6.90 | 11.43 | 8.00 | 8.81 | 8.39 | 15.03 | 5.61 | 3.70 | 0.00 | 4.26 | 8.10 | 3.03 | 8.61 | 3.82 | 1.14 | 1.52 |
| Yield(%) | NA | 3.32 | 2.37 | 2.86 | 2.77 | NA | NA | … | … | NA | NA | 1.16 | 3.23 | 1.36 | 1.65 | 4.08 | 3.11 | 1.20 | 2.19 | 1.92 | 4.95 | 3.26 | 2.56 | 5.68 | 4.58 | 5.10 | 3.08 | 0.92 | 6.13 | 3.33 | 2.49 | 3.72 | 3.11 | 3.70 | 2.77 |
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 |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate |
-3.44%
Feb 2013 – Feb 2016 |
-2.34%
Feb 2011 – Feb 2016 |
0.86%
Mar 2010 – Mar 2020 |
2.51%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Asset Allocation Composite Moderate |
16.00%
Oct 2004 – Oct 2007 |
13.06%
Feb 2003 – Feb 2008 |
9.30%
Feb 2001 – Feb 2011 |
6.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart