Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alliance Bank, N.A. 401(k) Deferred Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 32.93% | 12.15% | 11.88% | 7.63% | 7.65% | 7.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alliance Bank, N.A. 401(k) Deferred 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 (%) | -0.44 | 32.93 | 12.15 | 11.88 | 7.63 | 7.65 | 7.71 | … | … | 0.65 | 23.85 | 26.76 | -7.81 | 6.96 | 13.93 | 11.77 | -4.12 | 12.18 | 3.41 | -3.50 | 3.44 | 14.57 | 6.56 | 3.90 | 7.14 | 12.47 | -1.01 | 8.75 | 12.92 | 4.61 | 10.36 | 14.93 | -3.71 | 1.45 |
| Sharpe Ratio | NA | 3.00 | 1.05 | 1.06 | 0.84 | NA | NA | … | … | 0.10 | 2.80 | 3.34 | -0.69 | 0.82 | 1.57 | 2.56 | -0.74 | 2.71 | 0.73 | -0.65 | 0.58 | 2.11 | 1.05 | 0.51 | 0.64 | 1.53 | -0.44 | 0.57 | 1.32 | 0.40 | 1.31 | 2.63 | -1.12 | -0.79 |
| Standard Deviation(%) | NA | 6.12 | 9.35 | 9.07 | 7.41 | NA | NA | … | … | 5.76 | 6.17 | 6.75 | 13.34 | 8.49 | 8.74 | 4.04 | 7.31 | 4.27 | 4.40 | 5.47 | 5.91 | 6.90 | 6.20 | 7.53 | 11.04 | 8.10 | 4.44 | 10.18 | 7.33 | 6.11 | 7.19 | 5.41 | 4.30 | 1.08 |
| Draw Down(%) | NA | 3.60 | 14.59 | 15.75 | 15.75 | NA | NA | … | … | 0.36 | 3.60 | 3.14 | 15.12 | 4.10 | 9.05 | 3.05 | 9.77 | 1.75 | 3.48 | 6.74 | 5.64 | 4.46 | 5.49 | 4.96 | 9.56 | 4.54 | 7.61 | 7.77 | 8.51 | 4.92 | 7.04 | 2.97 | 5.77 | 1.35 |
| Yield(%) | NA | 17.00 | 10.25 | 7.06 | 4.49 | NA | NA | … | … | NA | 5.75 | 15.76 | 6.66 | 1.90 | 2.19 | 2.88 | 1.53 | 0.71 | 2.28 | 2.12 | 2.61 | 2.22 | 1.95 | 2.65 | 2.32 | 3.40 | 3.02 | 2.99 | 3.08 | 2.71 | 2.76 | 2.22 | 0.30 | 2.25 |
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 |
|---|---|---|---|---|
| Alliance Bank, N.A. 401(k) Deferred Profit Sharing Plan Tactical Asset Allocation Moderate |
1.06%
Dec 2013 – Dec 2016 |
2.11%
Dec 2013 – Dec 2018 |
3.95%
Sep 2012 – Sep 2022 |
4.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alliance Bank, N.A. 401(k) Deferred Profit Sharing Plan Tactical Asset Allocation Moderate |
14.05%
Nov 2021 – Nov 2024 |
12.58%
Nov 2019 – Nov 2024 |
8.61%
Jul 2003 – Jul 2013 |
7.71%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart