Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Mid-Illinois Bancshares, Inc.Profit Sharing Plan & Trust Tactical Asset Allocation Moderate | NA | 13.48% | -0.06% | 4.91% | 3.83% | 5.72% | 8.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Mid-Illinois Bancshares, Inc.Profit Sharing Plan & Trust 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 (%) | -1.56 | 13.48 | -0.06 | 4.91 | 3.83 | 5.72 | 8.43 | … | … | 0.50 | -1.50 | 10.04 | -14.08 | 13.11 | 11.45 | 11.50 | -3.35 | 11.22 | 0.38 | -5.12 | 4.07 | 10.07 | 11.26 | 5.45 | 13.63 | 33.67 | -1.71 | 21.11 | 18.52 | 14.58 | 12.33 | 20.77 | 5.53 | 7.14 |
| Sharpe Ratio | NA | -0.72 | -0.60 | 0.09 | 0.16 | NA | NA | … | … | 0.06 | -0.83 | 0.78 | -1.57 | 1.43 | 1.24 | 2.13 | -0.63 | 2.01 | 0.03 | -0.74 | 0.71 | 1.39 | 2.16 | 0.61 | 0.95 | 3.53 | -0.42 | 1.54 | 1.54 | 1.74 | 1.29 | 3.95 | 0.90 | 0.99 |
| Standard Deviation(%) | NA | 9.67 | 9.04 | 9.09 | 7.76 | NA | NA | … | … | 7.14 | 9.70 | 7.41 | 9.85 | 9.16 | 9.02 | 4.73 | 7.41 | 5.26 | 6.09 | 6.94 | 5.74 | 7.22 | 5.18 | 8.90 | 14.30 | 9.50 | 6.31 | 11.75 | 9.88 | 7.13 | 8.84 | 5.08 | 4.93 | 4.88 |
| Draw Down(%) | NA | 9.64 | 12.99 | 15.17 | 15.17 | NA | NA | … | … | 0.52 | 9.64 | 6.52 | 14.67 | 4.80 | 11.27 | 2.42 | 9.99 | 2.59 | 6.04 | 10.69 | 5.99 | 7.59 | 4.49 | 7.27 | 9.83 | 4.38 | 7.19 | 8.97 | 11.07 | 5.62 | 13.34 | 2.56 | 6.68 | 3.63 |
| Yield(%) | NA | 4.45 | 3.97 | 4.72 | 3.99 | NA | NA | … | … | NA | 0.67 | 4.42 | 2.29 | 4.83 | 6.65 | 5.54 | 3.35 | 0.25 | 4.69 | 4.70 | 3.33 | 2.36 | 6.43 | 3.81 | 4.61 | 5.35 | 3.47 | 9.95 | 10.48 | 5.42 | 5.40 | 3.49 | 3.20 | 7.95 |
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 |
|---|---|---|---|---|
| First Mid-Illinois Bancshares, Inc.Profit Sharing Plan & Trust Tactical Asset Allocation Moderate |
-2.34%
Dec 2021 – Dec 2024 |
1.21%
May 2014 – May 2019 |
2.97%
Oct 2013 – Oct 2023 |
4.89%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Mid-Illinois Bancshares, Inc.Profit Sharing Plan & Trust Tactical Asset Allocation Moderate |
21.76%
Oct 2004 – Oct 2007 |
19.09%
Apr 2005 – Apr 2010 |
14.85%
Apr 2001 – Apr 2011 |
11.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart