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 |
|---|---|---|---|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 17.37% | 6.05% | 8.73% | 6.40% | 7.04% | 6.52% | 6.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.42 | 17.37 | 6.05 | 8.73 | 6.40 | 7.04 | 6.52 | 6.66 | NA | -1.25 | 24.73 | -11.13 | 9.16 | 14.55 | 16.90 | -7.33 | 11.08 | 2.44 | 1.12 | 0.91 | 16.10 | 13.55 | -2.08 | 10.09 | 23.96 | -20.93 | 8.07 | 11.73 | 5.88 | 12.27 | 21.45 | -4.38 | 1.28 |
| Sharpe Ratio | NA | -0.70 | -0.02 | 0.16 | 0.21 | NA | NA | 0.34 | 0.03 | -0.77 | 0.41 | -0.91 | 1.06 | 0.79 | 2.26 | -0.97 | 2.22 | 0.24 | 0.12 | 0.13 | 2.36 | 1.97 | -0.17 | 0.95 | 1.66 | -1.18 | 0.65 | 1.36 | 0.73 | 1.87 | 2.85 | -0.58 | -0.12 |
| Standard Deviation(%) | NA | 10.18 | 30.08 | 24.93 | 18.51 | NA | NA | 14.09 | 6.81 | 10.23 | 49.34 | 13.76 | 8.60 | 18.04 | 6.87 | 8.90 | 4.71 | 9.44 | 9.31 | 7.14 | 6.82 | 6.86 | 12.39 | 10.58 | 14.41 | 18.58 | 7.82 | 6.22 | 5.11 | 6.07 | 7.28 | 9.45 | 8.25 |
| Draw Down(%) | NA | 11.67 | 18.94 | 22.83 | 22.83 | NA | NA | 32.73 | 0.53 | 11.52 | 18.94 | 18.13 | 3.70 | 22.83 | 3.71 | 13.39 | 2.65 | 8.02 | 9.44 | 6.42 | 5.62 | 5.60 | 13.76 | 8.87 | 16.16 | 31.69 | 5.15 | 5.84 | 3.43 | 5.00 | 7.05 | 13.97 | 11.17 |
| Yield(%) | NA | 4.36 | 4.21 | 4.00 | 3.89 | NA | NA | 4.28 | NA | 0.54 | 4.69 | 1.45 | 6.37 | 4.57 | 2.75 | 4.52 | 0.25 | 3.48 | 5.22 | 5.32 | 2.88 | 4.62 | 4.21 | 4.16 | 4.10 | 5.44 | 6.29 | 6.32 | 4.47 | 3.85 | 3.42 | 3.77 | 5.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.59%
Feb 2006 - Feb 2009 |
-0.15%
Feb 2004 - Feb 2009 |
4.10%
Mar 2010 - Mar 2020 |
4.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASH AMERICA INTERNATIONAL, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.28%
Feb 2009 - Feb 2012 |
14.66%
Feb 2009 - Feb 2014 |
8.42%
Feb 2009 - Feb 2019 |
8.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart