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 |
|---|---|---|---|---|---|---|---|---|
| The Commercial Savings Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 18.10% | 2.74% | 7.02% | 5.34% | 5.11% | 6.20% | 6.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Commercial Savings Bank 401(k) Retirement 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 (%) | -0.83 | 18.10 | 2.74 | 7.02 | 5.34 | 5.11 | 6.20 | 6.64 | NA | 5.73 | 14.36 | -12.57 | 9.05 | 17.61 | 7.75 | -3.73 | 13.04 | 2.90 | -1.18 | 1.91 | 17.23 | -0.28 | 0.84 | 1.18 | 14.01 | 5.33 | 8.72 | 13.99 | 3.83 | 10.48 | 16.65 | 1.25 | 7.32 |
| Sharpe Ratio | NA | 0.01 | -0.17 | 0.42 | 0.44 | NA | NA | 0.69 | 0.03 | -0.11 | 1.39 | -1.04 | 1.09 | 2.52 | 1.24 | -0.70 | 2.65 | 0.62 | -0.25 | 0.32 | 2.24 | -0.06 | 0.10 | 0.11 | 1.72 | 0.71 | 0.59 | 1.49 | 0.31 | 1.38 | 3.06 | 0.03 | 1.29 |
| Standard Deviation(%) | NA | 8.15 | 10.01 | 9.14 | 7.48 | NA | NA | 7.20 | 6.61 | 8.20 | 7.29 | 13.43 | 8.28 | 6.90 | 5.12 | 7.21 | 4.69 | 4.31 | 4.78 | 5.84 | 7.68 | 5.67 | 8.35 | 10.14 | 8.07 | 6.23 | 9.77 | 7.19 | 5.34 | 6.92 | 5.21 | 4.43 | 3.88 |
| Draw Down(%) | NA | 6.03 | 17.24 | 19.36 | 19.36 | NA | NA | 19.36 | 0.50 | 5.92 | 6.54 | 17.53 | 4.74 | 4.64 | 4.02 | 9.37 | 2.21 | 2.76 | 5.16 | 5.34 | 5.70 | 6.99 | 7.39 | 9.43 | 4.05 | 3.81 | 7.24 | 6.92 | 4.19 | 6.84 | 2.25 | 5.85 | 2.45 |
| Yield(%) | NA | 3.30 | 3.08 | 2.57 | 2.06 | NA | NA | 3.16 | NA | 0.60 | 3.66 | 1.78 | 3.36 | 2.36 | 1.91 | 2.06 | 0.17 | 2.02 | 1.62 | 1.72 | 1.33 | 4.69 | 2.12 | 2.87 | 4.31 | 4.64 | 4.58 | 5.99 | 3.81 | 2.45 | 3.57 | 4.63 | 6.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Commercial Savings Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
0.58%
Dec 2009 - Dec 2012 |
2.19%
Sep 2017 - Sep 2022 |
3.68%
Mar 2010 - Mar 2020 |
4.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Commercial Savings Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
12.22%
Apr 2003 - Apr 2006 |
11.46%
Oct 2002 - Oct 2007 |
8.50%
Apr 2001 - Apr 2011 |
7.26%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart