Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CITY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | -9.40% | 4.75% | 4.00% | 5.50% | 5.68% | 7.08% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONAL CITY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.15 | -9.40 | 4.75 | 4.00 | 5.50 | 5.68 | 7.08 | … | … | 3.98 | -18.33 | 14.70 | 14.02 | 18.11 | -6.71 | 9.05 | 2.65 | -2.72 | 8.50 | 17.51 | 5.99 | -1.50 | 7.82 | 15.43 | 0.81 | 5.72 | 10.95 | 7.98 | 12.85 | 20.02 | -6.13 | 1.12 |
| Sharpe Ratio | NA | -1.00 | 0.29 | 0.28 | 0.45 | NA | NA | … | … | 0.21 | -1.37 | 1.21 | 1.27 | 2.16 | -0.78 | 1.53 | 0.32 | -0.31 | 1.09 | 2.46 | 0.79 | -0.12 | 0.59 | 1.24 | -0.97 | 0.24 | 1.07 | 0.77 | 1.31 | 2.14 | -1.17 | -0.80 |
| Standard Deviation(%) | NA | 14.61 | 12.64 | 11.25 | 9.71 | NA | NA | … | … | 12.16 | 14.44 | 12.12 | 10.81 | 7.74 | 10.24 | 5.51 | 7.53 | 8.79 | 7.81 | 7.11 | 7.54 | 13.08 | 13.04 | 12.39 | 0.12 | 11.31 | 7.16 | 7.50 | 9.08 | 9.01 | 6.16 | 1.49 |
| Draw Down(%) | NA | 16.62 | 22.23 | 22.23 | 22.23 | NA | NA | … | … | 6.10 | 19.69 | 6.24 | 8.13 | 4.04 | 16.66 | 2.73 | 6.97 | 8.86 | 4.82 | 4.00 | 6.08 | 14.21 | 15.55 | 6.54 | 0.11 | 8.47 | 6.25 | 4.46 | 6.45 | 3.85 | 7.88 | 2.08 |
| Yield(%) | NA | 5.22 | 4.75 | 4.29 | 2.96 | NA | NA | … | … | 0.24 | 4.87 | 5.46 | 3.89 | 4.46 | 3.01 | 0.40 | 0.69 | 2.24 | 2.66 | 2.16 | 2.85 | 0.51 | 1.03 | 1.12 | 0.93 | 2.57 | 5.71 | 5.01 | 7.42 | 1.81 | 1.01 | 2.22 |
Data as of 01/31/2023, 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 |
|---|---|---|---|---|
| NATIONAL CITY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.45%
Dec 2015 – Dec 2018 |
1.96%
Dec 2013 – Dec 2018 |
4.35%
Apr 2010 – Apr 2020 |
5.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL CITY SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.74%
Apr 2003 – Apr 2006 |
12.17%
Oct 2002 – Oct 2007 |
9.10%
Apr 2003 – Apr 2013 |
8.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart