Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEOPLE S UNITED BANK 401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.64% | 10.34% | 9.59% | 6.73% | 8.02% | 8.77% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEOPLE S UNITED BANK 401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.20 | 18.64 | 10.34 | 9.59 | 6.73 | 8.02 | 8.77 | … | … | 3.82 | 28.91 | -5.76 | 9.24 | 19.63 | 16.45 | -6.26 | 11.13 | 4.09 | 0.90 | 2.32 | 18.32 | 13.06 | -0.01 | 11.03 | 14.12 | 0.89 | 12.88 | 13.08 | 9.20 | 13.48 | 8.89 | -3.86 | -5.61 |
| Sharpe Ratio | NA | 2.72 | 0.76 | 0.86 | 0.63 | NA | NA | … | … | 0.49 | 2.85 | -0.51 | 0.74 | 1.03 | 1.97 | -0.72 | 1.82 | 0.41 | 0.09 | 0.26 | 2.35 | 1.56 | 0.00 | 1.02 | 1.54 | -0.03 | 1.06 | 1.36 | 1.14 | 1.68 | 1.10 | -0.87 | -1.70 |
| Standard Deviation(%) | NA | 8.54 | 11.84 | 12.94 | 11.16 | NA | NA | … | … | 7.14 | 8.66 | 14.13 | 12.45 | 18.89 | 7.64 | 10.52 | 5.77 | 9.54 | 9.59 | 8.85 | 7.78 | 8.33 | 15.76 | 10.70 | 9.13 | 1.15 | 9.30 | 7.20 | 6.17 | 7.46 | 7.48 | 5.72 | 4.66 |
| Draw Down(%) | NA | 4.82 | 17.11 | 20.95 | 20.95 | NA | NA | … | … | 1.20 | 4.82 | 14.11 | 6.97 | 20.95 | 4.33 | 14.83 | 3.65 | 9.48 | 8.98 | 7.54 | 4.06 | 5.76 | 14.86 | 8.87 | 4.96 | 1.63 | 6.13 | 8.74 | 5.16 | 6.90 | 5.59 | 7.86 | 8.77 |
| Yield(%) | NA | 14.99 | 12.76 | 9.50 | 8.21 | NA | NA | … | … | 0.90 | 15.31 | 8.22 | 14.09 | 2.51 | 7.05 | 6.98 | 5.92 | 6.08 | 10.83 | 4.93 | 3.83 | 5.53 | 4.05 | 3.75 | 4.14 | 2.46 | 9.42 | 6.30 | 3.21 | 4.65 | 3.26 | 4.39 | 2.99 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| PEOPLE S UNITED BANK 401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
2.08%
Oct 2013 – Oct 2016 |
2.02%
Mar 2015 – Mar 2020 |
5.45%
Mar 2010 – Mar 2020 |
6.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEOPLE S UNITED BANK 401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
15.02%
Dec 2018 – Dec 2021 |
13.08%
Dec 2018 – Dec 2023 |
11.19%
Sep 2003 – Sep 2013 |
9.28%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart