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 Strategic Asset Allocation - Equal Weight Moderate | NA | 16.31% | 2.02% | 6.66% | 5.67% | 6.64% | 6.07% | 6.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Commercial Savings Bank 401(k) Retirement 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 (%) | -1.09 | 16.31 | 2.02 | 6.66 | 5.67 | 6.64 | 6.07 | 6.26 | NA | 3.22 | 14.39 | -12.56 | 9.53 | 13.41 | 17.62 | -6.74 | 13.42 | 3.96 | 1.81 | 3.32 | 15.76 | 12.21 | -2.23 | 9.84 | 24.48 | -25.42 | 7.86 | 12.64 | 7.76 | 11.61 | 20.16 | -2.72 | 1.24 |
| Sharpe Ratio | NA | -0.28 | -0.24 | 0.21 | 0.37 | NA | NA | 0.42 | 0.03 | -0.38 | 1.30 | -0.98 | 1.10 | 0.69 | 2.24 | -0.87 | 2.58 | 0.41 | 0.20 | 0.46 | 2.24 | 1.60 | -0.16 | 0.87 | 1.64 | -1.12 | 0.46 | 1.29 | 0.93 | 1.70 | 2.72 | -0.39 | -0.13 |
| Standard Deviation(%) | NA | 8.72 | 10.61 | 12.47 | 10.48 | NA | NA | 10.85 | 6.69 | 8.77 | 7.80 | 14.16 | 8.67 | 19.08 | 7.23 | 9.28 | 4.96 | 9.10 | 8.82 | 7.19 | 7.03 | 7.58 | 14.56 | 11.25 | 14.83 | 23.48 | 10.56 | 7.28 | 6.01 | 6.26 | 7.16 | 9.76 | 8.11 |
| Draw Down(%) | NA | 6.65 | 17.95 | 23.04 | 23.04 | NA | NA | 36.86 | 0.49 | 6.53 | 7.21 | 18.15 | 4.92 | 23.04 | 4.28 | 13.34 | 2.43 | 7.75 | 8.85 | 5.71 | 5.42 | 6.53 | 13.90 | 9.08 | 14.24 | 35.63 | 7.67 | 7.61 | 4.22 | 5.67 | 6.84 | 13.57 | 10.46 |
| Yield(%) | NA | 3.21 | 3.01 | 2.66 | 2.70 | NA | NA | 3.18 | NA | 0.56 | 3.55 | 1.79 | 3.28 | 1.94 | 2.60 | 3.44 | 0.28 | 2.25 | 4.28 | 3.48 | 0.46 | 2.55 | 1.20 | 5.99 | 3.16 | 2.77 | 6.05 | 6.91 | 4.04 | 2.94 | 2.66 | 3.22 | 3.83 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.81%
Feb 2006 - Feb 2009 |
-0.54%
Feb 2004 - Feb 2009 |
4.33%
Dec 2006 - Dec 2016 |
3.95%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.94%
Feb 2009 - Feb 2012 |
13.93%
Feb 2009 - Feb 2014 |
8.88%
Feb 2009 - Feb 2019 |
8.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart