Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 22.51% | 2.80% | 6.60% | 4.48% | 5.81% | 6.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT 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 (%) | -1.15 | 22.51 | 2.80 | 6.60 | 4.48 | 5.81 | 6.41 | … | … | 0.55 | 6.76 | 15.44 | -14.11 | 10.94 | 11.40 | 9.14 | -5.45 | 8.89 | 3.73 | -1.73 | 0.49 | 16.57 | 9.71 | 2.36 | 9.92 | 18.15 | -4.25 | 7.12 | 13.82 | 4.66 | 16.77 | 21.68 | 4.14 | 7.03 |
| Sharpe Ratio | NA | 0.13 | -0.15 | 0.30 | 0.30 | NA | NA | … | … | 0.07 | 0.02 | 1.25 | -1.03 | 1.21 | 1.24 | 1.83 | -0.94 | 1.58 | 0.71 | -0.35 | 0.08 | 2.35 | 1.57 | 0.28 | 0.84 | 2.01 | -0.94 | 0.45 | 1.40 | 0.43 | 2.31 | 3.72 | 0.63 | 1.05 |
| Standard Deviation(%) | NA | 8.99 | 11.39 | 10.51 | 8.36 | NA | NA | … | … | 6.92 | 9.01 | 8.94 | 15.09 | 9.02 | 9.02 | 4.22 | 7.19 | 5.22 | 4.99 | 5.04 | 6.01 | 7.03 | 6.13 | 8.22 | 11.69 | 8.97 | 5.52 | 9.27 | 7.54 | 5.77 | 6.86 | 5.65 | 4.83 | 4.52 |
| Draw Down(%) | NA | 6.07 | 20.41 | 21.01 | 21.01 | NA | NA | … | … | 0.47 | 5.98 | 8.39 | 20.41 | 4.19 | 10.95 | 3.31 | 11.36 | 2.98 | 2.99 | 6.56 | 6.44 | 4.90 | 5.00 | 6.30 | 9.40 | 4.71 | 7.50 | 6.89 | 8.54 | 5.01 | 5.91 | 2.56 | 5.53 | 3.80 |
| Yield(%) | NA | 3.53 | 3.81 | 3.84 | 2.95 | NA | NA | … | … | NA | 0.10 | 3.81 | 3.83 | 3.94 | 3.39 | 5.00 | 1.88 | 0.50 | 1.67 | 2.58 | 3.27 | 3.02 | 4.25 | 2.64 | 3.94 | 4.49 | 3.71 | 4.44 | 3.01 | 4.18 | 4.12 | 3.28 | 4.85 | 7.11 |
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 |
|---|---|---|---|---|
| FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT PLAN Tactical Asset Alloca |
-0.50%
Oct 2017 – Oct 2020 |
0.22%
Sep 2017 – Sep 2022 |
2.69%
Oct 2013 – Oct 2023 |
4.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRSTMERIT CORPORATION AND AFFILIATES EMPLOYEES SALARY SAVINGS RETIREMENT PLAN Tactical Asset Alloca |
15.95%
Apr 2003 – Apr 2006 |
13.55%
Oct 2002 – Oct 2007 |
10.24%
Apr 2001 – Apr 2011 |
8.58%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart