Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The BNA 401(k) Plan Tactical Asset Allocation Moderate | NA | 31.89% | 6.65% | 8.03% | 6.21% | 6.67% | 7.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The BNA 401(k) 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 (%) | -0.81 | 31.89 | 6.65 | 8.03 | 6.21 | 6.67 | 7.13 | … | … | 0.59 | 20.24 | 25.24 | -10.61 | 0.68 | 9.99 | 10.05 | -1.94 | 11.28 | 2.58 | -0.05 | -1.46 | 15.63 | 9.14 | 1.93 | 9.28 | 17.09 | -3.64 | 10.44 | 12.84 | 5.37 | 9.41 | 15.63 | -5.20 | 1.26 |
| Sharpe Ratio | NA | 1.77 | 0.74 | 0.62 | 0.61 | NA | NA | … | … | 0.07 | 1.68 | 2.55 | -1.06 | 0.06 | 1.33 | 2.18 | -0.47 | 2.26 | 0.60 | -0.01 | -0.26 | 2.16 | 1.70 | 0.26 | 0.89 | 2.16 | -0.97 | 0.74 | 1.28 | 0.59 | 1.23 | 3.21 | -2.15 | -1.26 |
| Standard Deviation(%) | NA | 8.09 | 9.39 | 9.47 | 7.61 | NA | NA | … | … | 7.91 | 8.10 | 8.23 | 11.35 | 11.39 | 7.33 | 3.97 | 6.85 | 4.71 | 3.93 | 5.52 | 5.76 | 7.23 | 5.34 | 7.21 | 10.27 | 7.86 | 4.72 | 10.06 | 7.51 | 5.46 | 6.87 | 4.65 | 2.93 | 0.83 |
| Draw Down(%) | NA | 4.39 | 12.31 | 21.30 | 21.30 | NA | NA | … | … | 0.59 | 4.39 | 4.71 | 13.16 | 11.97 | 8.16 | 1.68 | 7.79 | 3.11 | 3.42 | 4.97 | 6.19 | 5.77 | 4.70 | 5.18 | 7.91 | 4.46 | 8.63 | 7.02 | 8.95 | 4.56 | 7.20 | 2.76 | 6.43 | 1.03 |
| Yield(%) | NA | 13.70 | 8.33 | 7.03 | 4.62 | NA | NA | … | … | NA | 4.47 | 13.22 | 6.30 | 0.82 | 7.88 | 3.08 | 3.26 | 0.44 | 1.99 | 1.09 | 4.00 | 2.99 | 3.65 | 1.61 | 3.70 | 3.78 | 2.52 | 5.29 | 5.94 | 3.44 | 2.06 | 1.43 | 0.94 | 2.38 |
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 |
|---|---|---|---|---|
| The BNA 401(k) Plan Tactical Asset Allocation Moderate |
-0.68%
Sep 2019 – Sep 2022 |
1.02%
Sep 2017 – Sep 2022 |
3.34%
Dec 2012 – Dec 2022 |
4.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The BNA 401(k) Plan Tactical Asset Allocation Moderate |
13.02%
Oct 2004 – Oct 2007 |
11.45%
Oct 2002 – Oct 2007 |
9.32%
Jul 2003 – Jul 2013 |
7.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart