Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK OF CHESTER COUNTY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.34% | 8.17% | 10.16% | 6.70% | 7.19% | 7.67% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST NATIONAL BANK OF CHESTER COUNTY 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 (%) | -0.80 | 25.34 | 8.17 | 10.16 | 6.70 | 7.19 | 7.67 | … | … | 0.40 | 11.59 | 21.95 | -6.60 | 5.74 | 17.19 | 13.85 | -2.84 | 9.13 | -0.28 | -2.04 | 5.09 | 13.53 | 6.02 | 3.17 | 9.27 | 18.18 | -4.47 | 8.42 | 19.64 | 4.80 | 11.71 | 22.71 | 9.66 | 6.48 |
| Sharpe Ratio | NA | 0.76 | 0.62 | 0.80 | 0.63 | NA | NA | … | … | 0.04 | 0.59 | 2.30 | -0.84 | 0.58 | 1.98 | 2.47 | -0.54 | 1.76 | -0.10 | -0.34 | 0.92 | 2.00 | 1.06 | 0.37 | 0.68 | 2.26 | -2.00 | 0.55 | 2.18 | 0.38 | 1.36 | 4.56 | 1.70 | 0.75 |
| Standard Deviation(%) | NA | 8.45 | 8.61 | 8.87 | 7.48 | NA | NA | … | … | 8.92 | 8.54 | 7.69 | 9.55 | 9.79 | 8.54 | 5.03 | 7.69 | 4.84 | 4.70 | 6.02 | 5.55 | 6.73 | 5.61 | 8.50 | 13.44 | 7.99 | 2.69 | 9.78 | 7.51 | 6.86 | 7.89 | 4.83 | 5.02 | 5.53 |
| Draw Down(%) | NA | 5.76 | 10.89 | 15.14 | 15.14 | NA | NA | … | … | 0.60 | 5.76 | 4.77 | 12.94 | 5.68 | 8.87 | 2.47 | 9.19 | 3.79 | 4.64 | 6.77 | 3.83 | 6.69 | 5.11 | 7.68 | 9.68 | 3.74 | 4.87 | 7.09 | 6.22 | 4.95 | 9.96 | 1.92 | 5.22 | 5.97 |
| Yield(%) | NA | 16.45 | 10.48 | 8.16 | 5.28 | NA | NA | … | … | NA | 4.60 | 15.82 | 7.96 | 2.23 | 5.96 | 4.01 | 3.76 | 0.55 | 1.07 | 3.62 | 2.95 | 2.35 | 1.75 | 1.36 | 2.30 | 2.27 | 1.42 | 5.82 | 8.07 | 4.85 | 3.05 | 3.41 | 1.38 | 3.11 |
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 |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF CHESTER COUNTY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.88%
Dec 2013 – Dec 2016 |
1.71%
Dec 2013 – Dec 2018 |
4.64%
Apr 2010 – Apr 2020 |
5.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF CHESTER COUNTY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.57%
Mar 2001 – Mar 2004 |
14.60%
Oct 2002 – Oct 2007 |
11.08%
Apr 2001 – Apr 2011 |
8.59%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart