Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.89% | 4.24% | 10.00% | 8.81% | 9.37% | 10.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS 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 (%) | -1.04 | 20.89 | 4.24 | 10.00 | 8.81 | 9.37 | 10.25 | … | … | 1.19 | -8.59 | 13.40 | -9.59 | 15.00 | 23.22 | 22.43 | -4.45 | 11.18 | 10.81 | 1.18 | 4.74 | 13.08 | 13.72 | 3.73 | 12.50 | 26.57 | 3.06 | 11.64 | 14.11 | 10.65 | 12.81 | 12.84 | -7.93 | 0.01 |
| Sharpe Ratio | NA | -0.85 | -0.40 | 0.25 | 0.44 | NA | NA | … | … | 0.11 | -0.95 | 1.04 | -0.80 | 1.50 | 1.13 | 2.75 | -0.52 | 2.09 | 1.23 | 0.12 | 0.65 | 1.76 | 1.76 | 0.23 | 1.03 | 2.32 | 0.36 | 0.79 | 1.23 | 1.32 | 1.59 | 1.53 | -1.17 | -0.32 |
| Standard Deviation(%) | NA | 15.94 | 13.15 | 14.39 | 11.84 | NA | NA | … | … | 10.48 | 15.92 | 8.78 | 13.70 | 9.99 | 20.33 | 7.66 | 11.14 | 5.05 | 8.59 | 9.25 | 7.29 | 7.40 | 7.77 | 16.41 | 12.08 | 11.39 | 5.96 | 10.92 | 8.81 | 6.41 | 7.47 | 7.93 | 7.74 | 7.17 |
| Draw Down(%) | NA | 19.40 | 19.40 | 22.57 | 22.57 | NA | NA | … | … | 0.67 | 19.40 | 7.50 | 16.39 | 7.15 | 22.57 | 3.33 | 15.82 | 2.58 | 8.26 | 9.34 | 6.36 | 7.90 | 5.93 | 14.46 | 7.38 | 4.62 | 5.01 | 7.00 | 10.46 | 4.74 | 6.30 | 6.08 | 12.54 | 11.66 |
| Yield(%) | NA | 5.48 | 4.56 | 5.88 | 6.81 | NA | NA | … | … | NA | 2.02 | 4.79 | 3.20 | 5.71 | 10.49 | 5.42 | 10.37 | 5.38 | 5.68 | 10.35 | 8.44 | 3.30 | 4.28 | 6.22 | 3.93 | 4.86 | 9.12 | 6.69 | 4.68 | 5.96 | 3.69 | 2.88 | 4.97 | 7.29 |
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 |
|---|---|---|---|---|
| FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.14%
Dec 2021 – Dec 2024 |
3.99%
Mar 2015 – Mar 2020 |
6.62%
Mar 2010 – Mar 2020 |
7.70%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
20.16%
Dec 2018 – Dec 2021 |
15.06%
Apr 2005 – Apr 2010 |
12.91%
Apr 2003 – Apr 2013 |
11.17%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart