Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 32.60% | 5.74% | 12.92% | 9.72% | 10.15% | 8.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | 32.60 | 5.74 | 12.92 | 9.72 | 10.15 | 8.96 | … | … | 0.28 | 11.84 | 18.73 | -13.63 | 18.43 | 22.75 | 28.97 | -10.66 | 13.63 | 10.26 | -0.53 | 3.66 | 25.69 | 12.31 | -1.48 | 12.39 | -3.18 | -2.25 | 10.43 | 13.76 | 8.82 | 11.73 | 22.68 | -4.35 | -6.80 |
| Sharpe Ratio | NA | 0.40 | 0.08 | 0.46 | 0.50 | NA | NA | … | … | 0.06 | 0.35 | 1.25 | -0.97 | 1.07 | 0.85 | 2.51 | -0.83 | 1.79 | 0.83 | -0.05 | 0.27 | 2.28 | 1.03 | -0.07 | 0.75 | -0.23 | -0.30 | 0.63 | 1.23 | 0.83 | 1.21 | 2.08 | -0.71 | -1.17 |
| Standard Deviation(%) | NA | 14.81 | 14.06 | 17.90 | 15.07 | NA | NA | … | … | 3.59 | 14.91 | 11.61 | 15.42 | 17.26 | 26.63 | 10.96 | 14.35 | 7.28 | 12.13 | 12.13 | 13.52 | 11.26 | 11.87 | 21.08 | 16.42 | 14.01 | 10.60 | 11.80 | 8.50 | 8.01 | 8.95 | 10.56 | 7.67 | 7.78 |
| Draw Down(%) | NA | 11.11 | 18.24 | 29.13 | 29.13 | NA | NA | … | … | 0.14 | 11.02 | 11.54 | 19.31 | 9.19 | 29.13 | 6.43 | 21.81 | 4.63 | 9.64 | 10.97 | 8.25 | 5.17 | 9.12 | 19.65 | 15.31 | 17.72 | 11.97 | 8.55 | 10.16 | 5.36 | 6.67 | 6.67 | 9.39 | 10.82 |
| Yield(%) | NA | 9.44 | 8.31 | 8.12 | 7.92 | NA | NA | … | … | NA | 3.35 | 8.13 | 3.72 | 15.88 | 2.99 | 8.26 | 5.67 | 6.60 | 8.24 | 6.66 | 13.60 | 5.81 | 2.32 | 0.67 | 0.77 | 1.06 | 1.81 | 4.83 | 4.54 | 2.65 | 2.39 | 1.75 | 2.49 | 2.52 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN Tactical Asset Allocation Moderat |
-2.63%
Jun 2007 – Jun 2010 |
2.10%
May 2007 – May 2012 |
5.65%
Feb 2006 – Feb 2016 |
5.98%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHITTENDEN CORPORATION INCENTIVE SAVINGS AND PROFIT SHARING PLAN Tactical Asset Allocation Moderat |
23.31%
Dec 2018 – Dec 2021 |
15.58%
Oct 2016 – Oct 2021 |
11.97%
Sep 2011 – Sep 2021 |
10.44%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart