Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHITNEY NATIONAL BANK SAVINGS PLUS PLAN Tactical Asset Allocation Moderate | NA | 11.82% | 7.35% | 5.43% | 5.07% | 6.59% | 6.52% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHITNEY NATIONAL BANK SAVINGS PLUS 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 (%) | -0.22 | 11.82 | 7.35 | 5.43 | 5.07 | 6.59 | 6.52 | … | … | 1.62 | 23.79 | -6.02 | 7.11 | 9.42 | 8.90 | -3.28 | 16.19 | 6.68 | -1.72 | 1.04 | 14.13 | 7.78 | 2.05 | 6.68 | 18.86 | -4.24 | 9.92 | 12.62 | 5.13 | 6.55 | 23.82 | 1.36 | 5.86 |
| Sharpe Ratio | NA | 2.12 | 0.71 | 0.85 | 0.76 | NA | NA | … | … | 0.22 | 2.62 | -0.82 | 0.82 | 1.16 | 1.72 | -0.61 | 3.14 | 1.26 | -0.33 | 0.16 | 2.04 | 1.25 | 0.24 | 0.60 | 2.18 | -1.22 | 0.72 | 1.23 | 0.49 | 0.68 | 3.54 | 0.05 | 0.79 |
| Standard Deviation(%) | NA | 7.35 | 8.33 | 7.66 | 6.84 | NA | NA | … | … | 6.15 | 7.46 | 9.03 | 8.61 | 7.89 | 4.36 | 7.59 | 4.96 | 5.14 | 5.34 | 6.22 | 6.92 | 6.16 | 8.35 | 11.03 | 8.63 | 4.24 | 9.57 | 7.57 | 6.01 | 8.22 | 6.53 | 4.82 | 4.50 |
| Draw Down(%) | NA | 4.44 | 13.27 | 13.27 | 13.27 | NA | NA | … | … | 1.08 | 4.44 | 11.19 | 4.61 | 10.76 | 3.63 | 9.30 | 1.78 | 4.05 | 5.64 | 6.78 | 5.50 | 5.73 | 7.07 | 10.46 | 4.24 | 8.99 | 7.50 | 8.80 | 4.88 | 7.65 | 3.20 | 5.65 | 3.79 |
| Yield(%) | NA | 14.14 | 8.98 | 6.80 | 4.98 | NA | NA | … | … | 0.89 | 14.53 | 7.60 | 4.21 | 3.62 | 3.53 | 2.59 | 4.60 | 4.53 | 1.86 | 2.45 | 4.95 | 2.78 | 5.09 | 3.27 | 4.21 | 3.01 | 4.49 | 4.16 | 3.61 | 3.40 | 4.44 | 4.71 | 6.00 |
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 |
|---|---|---|---|---|
| WHITNEY NATIONAL BANK SAVINGS PLUS PLAN Tactical Asset Allocation Moderate |
1.84%
Oct 2013 – Oct 2016 |
3.01%
Dec 2017 – Dec 2022 |
4.51%
Mar 2010 – Mar 2020 |
5.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHITNEY NATIONAL BANK SAVINGS PLUS PLAN Tactical Asset Allocation Moderate |
12.79%
Jan 2003 – Jan 2006 |
12.33%
Oct 2002 – Oct 2007 |
8.98%
Apr 2003 – Apr 2013 |
8.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart