Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Citizens First National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 2.56% | 3.29% | 3.09% | 2.76% | 4.74% | 5.79% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Citizens First National Bank 401(k) Profit Sharing 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 (%) | -0.45 | 2.56 | 3.29 | 3.09 | 2.76 | 4.74 | 5.79 | … | … | 0.85 | 15.32 | -12.81 | 9.13 | 11.71 | 7.97 | -2.71 | 7.98 | 2.62 | -1.43 | 1.02 | 13.14 | 5.52 | 5.38 | 3.51 | 16.27 | -0.30 | 14.12 | 15.38 | 6.78 | 7.10 | 17.30 | 1.66 | 7.65 |
| Sharpe Ratio | NA | 0.97 | 0.19 | 0.52 | 0.41 | NA | NA | … | … | 0.08 | 1.41 | -1.41 | 1.08 | 1.51 | 1.50 | -0.55 | 1.40 | 0.61 | -0.29 | 0.17 | 1.96 | 0.90 | 0.70 | 0.34 | 1.88 | -0.27 | 1.05 | 1.45 | 0.73 | 0.78 | 3.22 | 0.14 | 1.67 |
| Standard Deviation(%) | NA | 7.76 | 8.73 | 7.92 | 6.82 | NA | NA | … | … | 7.24 | 7.83 | 10.04 | 8.41 | 7.63 | 4.37 | 7.35 | 5.26 | 3.98 | 4.96 | 5.73 | 6.69 | 6.07 | 7.61 | 10.10 | 8.58 | 4.52 | 10.61 | 8.35 | 6.31 | 7.87 | 5.15 | 3.86 | 3.20 |
| Draw Down(%) | NA | 6.38 | 15.61 | 15.61 | 15.61 | NA | NA | … | … | 1.56 | 6.38 | 14.69 | 4.16 | 9.91 | 3.52 | 9.11 | 3.43 | 3.26 | 5.38 | 6.01 | 3.69 | 6.17 | 5.19 | 9.03 | 4.49 | 6.03 | 7.27 | 9.99 | 4.90 | 6.81 | 2.14 | 4.78 | 1.89 |
| Yield(%) | NA | 4.69 | 3.78 | 3.58 | 2.65 | NA | NA | … | … | 0.00 | 4.97 | 3.70 | 2.72 | 2.59 | 4.05 | 2.39 | 0.21 | 2.57 | 1.71 | 1.75 | 3.50 | 2.53 | 3.62 | 2.70 | 3.19 | 3.32 | 4.15 | 4.77 | 3.80 | 3.92 | 3.89 | 4.46 | 6.54 |
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 |
|---|---|---|---|---|
| Citizens First National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
0.72%
Dec 2013 – Dec 2016 |
1.42%
Mar 2015 – Mar 2020 |
2.76%
Oct 2013 – Oct 2023 |
4.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Citizens First National Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
14.33%
Oct 2004 – Oct 2007 |
12.84%
Oct 2002 – Oct 2007 |
9.41%
Jul 2003 – Jul 2013 |
7.78%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart