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 |
|---|---|---|---|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 22.24% | 5.79% | 8.88% | 7.41% | 9.23% | 9.71% | 10.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT 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 (%) | -1.24 | 22.24 | 5.79 | 8.88 | 7.41 | 9.23 | 9.71 | 10.08 | NA | 4.10 | 15.75 | -8.90 | 13.48 | 11.66 | 16.43 | -2.16 | 14.05 | 6.89 | -1.83 | 10.96 | 20.20 | 12.34 | 3.39 | 15.86 | 16.40 | 6.63 | 14.18 | 14.95 | 3.91 | 9.97 | 25.18 | 2.01 | 6.58 |
| Sharpe Ratio | NA | -0.22 | -0.01 | 0.34 | 0.47 | NA | NA | 0.83 | 0.06 | -0.27 | 1.34 | -0.82 | 1.22 | 0.58 | 2.12 | -0.33 | 2.96 | 0.80 | -0.20 | 1.38 | 2.59 | 1.66 | 0.21 | 1.33 | 1.80 | 0.88 | 1.02 | 1.36 | 0.22 | 0.98 | 2.56 | 0.17 | 0.81 |
| Standard Deviation(%) | NA | 9.37 | 10.33 | 12.85 | 10.78 | NA | NA | 9.87 | 7.91 | 9.39 | 8.60 | 12.59 | 11.06 | 19.54 | 7.08 | 10.59 | 4.54 | 8.34 | 9.28 | 7.91 | 7.79 | 7.41 | 15.62 | 11.89 | 9.07 | 6.52 | 11.00 | 8.57 | 7.81 | 9.21 | 9.58 | 5.34 | 5.24 |
| Draw Down(%) | NA | 8.91 | 14.88 | 22.00 | 22.00 | NA | NA | 22.00 | 0.63 | 8.91 | 7.95 | 15.82 | 6.01 | 22.00 | 3.43 | 13.13 | 1.89 | 6.16 | 11.36 | 4.93 | 5.59 | 5.01 | 14.78 | 8.33 | 4.85 | 3.60 | 7.39 | 9.76 | 5.27 | 7.16 | 4.70 | 4.35 | 3.53 |
| Yield(%) | NA | 8.70 | 4.78 | 5.65 | 5.25 | NA | NA | 0.00 | NA | 1.16 | 8.78 | 3.72 | 1.39 | 7.68 | 7.38 | 5.35 | 3.43 | 4.91 | 5.00 | 5.58 | 8.05 | 4.52 | 2.83 | 3.60 | 4.48 | 5.07 | 7.17 | 5.26 | 4.28 | 2.64 | 3.22 | 5.43 | 5.79 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate |
3.16%
Dec 2021 - Dec 2024 |
3.39%
Mar 2015 - Mar 2020 |
6.45%
Oct 2013 - Oct 2023 |
8.21%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.89%
Sep 2011 - Sep 2014 |
14.67%
May 2006 - May 2011 |
12.55%
Apr 2003 - Apr 2013 |
11.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart