Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Corning Incorporated Investment Plan Tactical Asset Allocation Moderate | NA | 39.52% | 15.75% | 16.85% | 11.44% | 11.66% | 11.10% | 9.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Corning Incorporated Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.77 | 39.52 | 15.75 | 16.85 | 11.44 | 11.66 | 11.10 | 9.93 | NA | 29.49 | 26.51 | -3.57 | 15.09 | 17.90 | 16.60 | -2.35 | 14.29 | 4.75 | 1.82 | 3.27 | 22.34 | 13.26 | 3.63 | 15.42 | 13.93 | 1.50 | 11.12 | 12.33 | 6.07 | 13.10 | 11.65 | -6.39 | -2.40 |
| Sharpe Ratio | NA | 2.49 | 1.29 | 1.11 | 0.91 | NA | NA | 0.87 | 0.08 | 2.41 | 2.74 | -0.40 | 1.32 | 0.93 | 1.94 | -0.32 | 2.44 | 0.51 | 0.19 | 0.40 | 2.89 | 1.69 | 0.25 | 1.25 | 1.47 | 0.46 | 0.82 | 1.21 | 0.60 | 1.44 | 1.37 | -1.21 | -0.99 |
| Standard Deviation(%) | NA | 9.48 | 10.19 | 12.68 | 10.93 | NA | NA | 9.61 | 8.74 | 9.51 | 8.13 | 12.39 | 11.41 | 19.02 | 7.82 | 11.27 | 5.61 | 9.00 | 9.57 | 8.16 | 7.72 | 7.79 | 14.21 | 12.26 | 9.43 | 1.26 | 9.93 | 7.47 | 6.53 | 8.43 | 7.99 | 6.20 | 4.74 |
| Draw Down(%) | NA | 6.03 | 11.55 | 19.25 | 19.25 | NA | NA | 19.25 | 0.57 | 6.03 | 4.77 | 12.02 | 5.24 | 19.25 | 4.45 | 13.73 | 2.27 | 7.62 | 7.72 | 6.09 | 3.33 | 5.24 | 11.33 | 7.97 | 4.88 | 2.08 | 7.05 | 8.23 | 4.35 | 7.71 | 4.62 | 9.59 | 8.77 |
| Yield(%) | NA | 15.71 | 13.59 | 9.16 | 6.30 | NA | NA | 0.00 | NA | 9.63 | 14.30 | 6.97 | 9.86 | 3.74 | 2.07 | 3.39 | 5.85 | 3.31 | 3.76 | 1.33 | 2.44 | 2.90 | 2.21 | 2.02 | 2.68 | 2.49 | 5.25 | 4.58 | 3.76 | 2.19 | 3.27 | 2.88 | 3.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Corning Incorporated Investment Plan Tactical Asset Allocation Moderate |
2.18%
Jul 2001 - Jul 2004 |
4.01%
Mar 2015 - Mar 2020 |
7.31%
Sep 2001 - Sep 2011 |
7.50%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Corning Incorporated Investment Plan Tactical Asset Allocation Moderate |
17.78%
Nov 2021 - Nov 2024 |
17.39%
Nov 2019 - Nov 2024 |
11.76%
Nov 2014 - Nov 2024 |
11.95%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart