Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE ALLIED IRISH BANK CAPITAL ACCUMULATION RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 9.33% | 8.10% | 5.26% | 3.65% | 5.83% | 6.43% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE ALLIED IRISH BANK CAPITAL ACCUMULATION RETIREMENT PLAN AND TRUST 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 (%) | 0.03 | 9.33 | 8.10 | 5.26 | 3.65 | 5.83 | 6.43 | … | … | 1.06 | 20.90 | -3.76 | 4.67 | 10.17 | 9.74 | -2.67 | 7.13 | 2.56 | -0.22 | -2.04 | 15.84 | 8.56 | 2.75 | 11.50 | 16.83 | -3.53 | 10.49 | 15.87 | 5.61 | 8.62 | 20.96 | 4.27 | 6.98 |
| Sharpe Ratio | NA | 1.67 | 0.56 | 0.78 | 0.53 | NA | NA | … | … | 0.12 | 2.23 | -0.51 | 0.50 | 1.17 | 1.88 | -0.61 | 1.32 | 0.55 | -0.05 | -0.32 | 2.17 | 1.51 | 0.33 | 0.94 | 1.93 | -1.05 | 0.69 | 1.40 | 0.54 | 0.92 | 3.30 | 0.74 | 1.14 |
| Standard Deviation(%) | NA | 7.37 | 8.97 | 8.24 | 6.98 | NA | NA | … | … | 6.37 | 7.46 | 10.11 | 9.36 | 8.48 | 4.43 | 6.51 | 4.94 | 4.29 | 5.17 | 6.43 | 7.29 | 5.65 | 8.20 | 12.10 | 8.67 | 4.25 | 10.89 | 8.97 | 6.32 | 8.30 | 6.14 | 4.30 | 4.09 |
| Draw Down(%) | NA | 4.59 | 16.33 | 16.33 | 16.33 | NA | NA | … | … | 1.41 | 4.59 | 13.03 | 7.42 | 10.99 | 2.73 | 7.54 | 2.93 | 4.34 | 5.13 | 7.00 | 5.17 | 4.97 | 5.98 | 9.84 | 4.66 | 6.93 | 7.45 | 10.77 | 5.12 | 7.78 | 2.67 | 4.78 | 2.77 |
| Yield(%) | NA | 16.11 | 9.66 | 7.78 | 5.23 | NA | NA | … | … | 0.89 | 16.58 | 8.68 | 3.11 | 3.90 | 6.13 | 3.55 | 0.58 | 2.62 | 1.91 | 4.80 | 3.50 | 3.99 | 2.12 | 3.76 | 4.39 | 2.66 | 5.18 | 5.26 | 5.96 | 4.52 | 4.65 | 5.59 | 6.93 |
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 |
|---|---|---|---|---|
| THE ALLIED IRISH BANK CAPITAL ACCUMULATION RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moder |
0.02%
Oct 2017 – Oct 2020 |
0.89%
Dec 2013 – Dec 2018 |
3.65%
Oct 2013 – Oct 2023 |
4.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE ALLIED IRISH BANK CAPITAL ACCUMULATION RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moder |
13.85%
Apr 2003 – Apr 2006 |
13.08%
Oct 2002 – Oct 2007 |
10.18%
Apr 2001 – Apr 2011 |
8.09%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart