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 Strategic Asset Allocation - Optimal Moderate | NA | 23.52% | 3.32% | 7.51% | 6.28% | 7.62% | 6.58% | 6.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALLAWAY GOLF COMPANY 401K RETIREMENT INVESTMENT PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.05 | 23.52 | 3.32 | 7.51 | 6.28 | 7.62 | 6.58 | 6.63 | NA | 7.79 | 15.32 | -13.28 | 11.69 | 14.47 | 19.56 | -4.71 | 12.69 | 3.99 | -1.31 | 9.11 | 14.74 | 12.04 | -0.26 | 12.74 | 18.90 | -21.04 | 10.87 | 10.57 | 3.13 | 9.66 | 21.85 | -9.11 | 5.49 |
| Sharpe Ratio | NA | 0.24 | -0.10 | 0.33 | 0.44 | NA | NA | 0.44 | 0.00 | 0.15 | 1.22 | -1.05 | 1.31 | 0.77 | 2.55 | -0.61 | 2.60 | 0.44 | -0.15 | 1.33 | 2.11 | 1.63 | -0.02 | 1.09 | 1.11 | -0.97 | 0.80 | 1.04 | 0.13 | 0.98 | 1.89 | -0.77 | 0.29 |
| Standard Deviation(%) | NA | 8.09 | 10.69 | 12.34 | 10.41 | NA | NA | 11.37 | 7.86 | 8.11 | 9.03 | 13.95 | 8.90 | 18.41 | 7.12 | 9.95 | 4.63 | 8.52 | 8.99 | 6.82 | 6.98 | 7.34 | 15.14 | 11.60 | 16.97 | 22.65 | 9.87 | 7.05 | 7.57 | 8.90 | 11.19 | 13.33 | 10.86 |
| Draw Down(%) | NA | 5.52 | 20.79 | 21.23 | 21.23 | NA | NA | 35.05 | 0.75 | 5.52 | 9.15 | 21.19 | 4.19 | 20.56 | 3.64 | 12.26 | 1.89 | 7.40 | 9.62 | 5.12 | 6.32 | 5.97 | 14.68 | 9.12 | 17.21 | 33.32 | 6.26 | 6.41 | 4.98 | 7.39 | 8.35 | 19.62 | 12.18 |
| Yield(%) | NA | 6.58 | 4.30 | 4.37 | 3.74 | NA | NA | 3.92 | NA | 0.54 | 6.71 | 4.33 | 1.14 | 6.38 | 2.44 | 4.37 | 0.41 | 4.48 | 1.93 | 4.63 | 4.27 | 4.36 | 2.41 | 3.61 | 3.45 | 3.20 | 7.03 | 4.48 | 6.94 | 4.43 | 2.08 | 2.35 | 4.11 |
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 Strategic Asset Allocation - Optimal Moderate |
-5.83%
Feb 2006 - Feb 2009 |
-1.11%
Feb 2004 - Feb 2009 |
4.95%
Dec 2001 - Dec 2011 |
4.66%
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 Strategic Asset Allocation - Optimal Moderate |
16.44%
Feb 2009 - Feb 2012 |
14.59%
Feb 2009 - Feb 2014 |
9.74%
Feb 2009 - Feb 2019 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart