Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| United Security Bancshares, Inc. Employee Stock Ownership Plan Tactical Asset Allocation Moderate | NA | 19.77% | -0.40% | 5.80% | 5.48% | 5.73% | 6.80% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| United Security Bancshares, Inc. Employee Stock Ownership 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 (%) | -0.89 | 19.77 | -0.40 | 5.80 | 5.48 | 5.73 | 6.80 | … | … | 0.88 | 3.11 | 7.68 | -16.11 | 6.99 | 19.58 | 21.08 | -2.80 | 12.28 | 0.95 | -0.42 | 0.63 | 12.48 | 5.44 | 3.64 | 7.02 | 15.42 | 1.39 | 11.98 | 13.87 | 5.09 | 7.45 | 15.01 | 0.42 | 7.52 |
| Sharpe Ratio | NA | -0.18 | -0.59 | 0.13 | 0.38 | NA | NA | … | … | 0.08 | -0.35 | 0.44 | -1.76 | 0.72 | 1.94 | 2.69 | -0.40 | 1.84 | 0.16 | -0.09 | 0.09 | 2.01 | 1.38 | 0.46 | 0.78 | 1.97 | 0.12 | 0.85 | 1.39 | 0.57 | 0.91 | 2.56 | -0.17 | 1.33 |
| Standard Deviation(%) | NA | 10.00 | 9.29 | 9.53 | 8.36 | NA | NA | … | … | 9.75 | 10.00 | 7.71 | 9.93 | 9.67 | 9.99 | 7.32 | 10.21 | 6.32 | 4.62 | 4.96 | 6.46 | 6.19 | 3.90 | 7.83 | 8.94 | 7.79 | 3.72 | 10.54 | 7.63 | 5.09 | 7.19 | 5.59 | 4.05 | 3.93 |
| Draw Down(%) | NA | 11.25 | 16.48 | 19.21 | 19.21 | NA | NA | … | … | 0.76 | 11.25 | 7.70 | 17.04 | 6.65 | 8.25 | 3.07 | 12.46 | 4.60 | 4.69 | 4.49 | 5.55 | 4.76 | 3.92 | 5.31 | 6.91 | 4.17 | 4.23 | 7.43 | 9.55 | 4.57 | 6.77 | 2.74 | 4.76 | 2.20 |
| Yield(%) | NA | 3.06 | 5.01 | 4.96 | 4.24 | NA | NA | … | … | NA | 0.90 | 2.63 | 3.81 | 7.66 | 5.46 | 4.96 | 8.18 | 0.30 | 2.73 | 1.54 | 5.44 | 4.26 | 2.73 | 3.45 | 3.36 | 3.25 | 3.53 | 5.59 | 3.94 | 3.35 | 3.21 | 3.50 | 2.72 | 6.46 |
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 |
|---|---|---|---|---|
| United Security Bancshares, Inc. Employee Stock Ownership Plan Tactical Asset Allocation Moderate |
-2.34%
Dec 2021 – Dec 2024 |
2.00%
Dec 2013 – Dec 2018 |
3.80%
Oct 2013 – Oct 2023 |
5.06%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| United Security Bancshares, Inc. Employee Stock Ownership Plan Tactical Asset Allocation Moderate |
15.71%
Dec 2018 – Dec 2021 |
11.68%
Oct 2002 – Oct 2007 |
9.07%
Apr 2003 – Apr 2013 |
7.97%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart