Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Peoples Bancorp Inc. Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 23.94% | 1.12% | 5.36% | 4.78% | 5.96% | 6.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peoples Bancorp Inc. Retirement Savings 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 (%) | -1.07 | 23.94 | 1.12 | 5.36 | 4.78 | 5.96 | 6.74 | … | … | 0.45 | 4.13 | 15.78 | -18.15 | 8.75 | 13.79 | 8.73 | -0.96 | 10.19 | 4.75 | -1.39 | 3.02 | 15.16 | 9.06 | 3.76 | 8.04 | 17.45 | -1.50 | 11.72 | 13.86 | 5.77 | 8.20 | 18.27 | 4.47 | 7.98 |
| Sharpe Ratio | NA | -0.10 | -0.31 | 0.15 | 0.30 | NA | NA | … | … | 0.05 | -0.24 | 1.24 | -1.26 | 0.96 | 1.63 | 1.79 | -0.31 | 2.03 | 1.02 | -0.27 | 0.49 | 2.14 | 1.42 | 0.44 | 0.70 | 1.96 | -0.45 | 0.90 | 1.35 | 0.58 | 0.90 | 2.96 | 0.70 | 1.11 |
| Standard Deviation(%) | NA | 10.12 | 11.97 | 10.80 | 8.50 | NA | NA | … | … | 7.29 | 10.21 | 9.32 | 15.45 | 9.12 | 8.33 | 4.10 | 7.27 | 4.72 | 4.44 | 5.21 | 6.19 | 7.07 | 6.33 | 8.38 | 11.37 | 8.87 | 5.42 | 9.67 | 7.86 | 6.24 | 8.04 | 5.95 | 4.83 | 5.10 |
| Draw Down(%) | NA | 8.34 | 23.36 | 25.12 | 25.12 | NA | NA | … | … | 0.59 | 8.34 | 9.35 | 24.26 | 4.63 | 8.96 | 3.17 | 6.89 | 2.74 | 3.45 | 5.17 | 5.82 | 5.09 | 5.57 | 6.21 | 9.64 | 4.63 | 8.32 | 7.36 | 9.44 | 4.66 | 7.38 | 3.20 | 4.05 | 3.90 |
| Yield(%) | NA | 4.09 | 4.13 | 3.60 | 3.28 | NA | NA | … | … | NA | 0.50 | 4.04 | 2.59 | 5.40 | 2.67 | 3.69 | 3.34 | 0.25 | 4.22 | 1.63 | 5.04 | 6.21 | 4.33 | 3.19 | 4.23 | 5.17 | 3.56 | 3.84 | 5.42 | 2.77 | 4.08 | 4.18 | 6.24 | 7.89 |
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 |
|---|---|---|---|---|
| Peoples Bancorp Inc. Retirement Savings Plan Tactical Asset Allocation Moderate |
-1.36%
Sep 2019 – Sep 2022 |
0.29%
Sep 2017 – Sep 2022 |
2.95%
Oct 2013 – Oct 2023 |
4.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peoples Bancorp Inc. Retirement Savings Plan Tactical Asset Allocation Moderate |
12.65%
Apr 2003 – Apr 2006 |
12.42%
Oct 2002 – Oct 2007 |
9.95%
Apr 2001 – Apr 2011 |
8.56%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart