Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Union Center National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 22.64% | -2.15% | 3.52% | 3.63% | 4.69% | 5.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Union Center National Bank 401(k) Profit Sharing 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 (%) | -1.08 | 22.64 | -2.15 | 3.52 | 3.63 | 4.69 | 5.89 | … | … | -0.17 | 1.36 | 11.43 | -20.89 | 6.83 | 15.75 | 10.19 | -5.19 | 10.41 | 6.15 | -0.99 | 2.10 | 9.69 | 11.61 | 0.62 | 6.58 | 21.18 | -6.60 | 7.19 | 20.24 | 6.17 | 17.17 | 19.43 | 2.18 | 6.60 |
| Sharpe Ratio | NA | -0.41 | -0.60 | -0.05 | 0.14 | NA | NA | … | … | -0.03 | -0.52 | 0.72 | -1.53 | 0.67 | 1.68 | 1.80 | -0.83 | 2.01 | 1.08 | -0.17 | 0.29 | 1.23 | 1.85 | 0.07 | 0.55 | 2.00 | -1.11 | 0.41 | 2.15 | 0.58 | 2.06 | 3.55 | 0.28 | 1.06 |
| Standard Deviation(%) | NA | 10.05 | 11.76 | 10.99 | 8.82 | NA | NA | … | … | 7.11 | 10.15 | 9.96 | 14.57 | 10.09 | 9.23 | 4.88 | 7.87 | 4.87 | 5.48 | 5.95 | 7.17 | 7.87 | 6.23 | 8.37 | 11.71 | 10.53 | 6.81 | 10.28 | 7.89 | 6.91 | 7.87 | 5.28 | 3.82 | 4.05 |
| Draw Down(%) | NA | 10.00 | 23.67 | 27.79 | 27.79 | NA | NA | … | … | 0.69 | 10.00 | 10.29 | 25.19 | 6.92 | 10.90 | 3.76 | 11.27 | 2.75 | 3.54 | 5.63 | 5.79 | 8.31 | 4.88 | 7.32 | 8.67 | 5.48 | 12.31 | 7.13 | 6.20 | 5.09 | 9.85 | 2.60 | 5.59 | 2.79 |
| Yield(%) | NA | 4.35 | 5.56 | 5.12 | 3.71 | NA | NA | … | … | NA | 0.16 | 4.47 | 4.39 | 7.57 | 4.74 | 4.67 | 3.41 | 0.19 | 2.78 | 1.32 | 3.87 | 4.82 | 4.37 | 7.50 | 4.33 | 4.98 | 3.95 | 10.95 | 5.65 | 3.44 | 3.03 | 3.77 | 4.61 | 6.55 |
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 |
|---|---|---|---|---|
| Union Center National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-4.30%
Apr 2021 – Apr 2024 |
-0.64%
Sep 2017 – Sep 2022 |
1.95%
Oct 2013 – Oct 2023 |
3.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Union Center National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
16.60%
Apr 2004 – Apr 2007 |
15.05%
Oct 2002 – Oct 2007 |
10.32%
Apr 2003 – Apr 2013 |
8.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart