Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST FINANCIAL SERVICE CORPORATION 401(K)/EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 18.33% | 2.51% | 6.73% | 5.26% | 6.01% | 7.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST FINANCIAL SERVICE CORPORATION 401(K)/EMPLOYEE STOCK OWNERSHIP 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 (%) | -1.10 | 18.33 | 2.51 | 6.73 | 5.26 | 6.01 | 7.55 | … | … | 0.38 | 4.47 | 13.63 | -12.19 | 8.55 | 16.24 | 7.05 | -0.84 | 13.91 | 4.15 | -3.82 | 4.72 | 15.90 | 5.33 | 1.91 | 7.17 | 24.70 | -5.85 | 18.17 | 17.72 | 9.68 | 7.26 | 17.70 | 0.64 | 6.60 |
| Sharpe Ratio | NA | -0.15 | -0.25 | 0.37 | 0.44 | NA | NA | … | … | 0.04 | -0.26 | 1.30 | -1.47 | 0.93 | 1.79 | 1.16 | -0.30 | 3.05 | 0.94 | -0.76 | 0.83 | 2.50 | 1.08 | 0.30 | 0.72 | 2.81 | -1.42 | 1.46 | 1.85 | 1.45 | 0.81 | 3.91 | -0.10 | 1.06 |
| Standard Deviation(%) | NA | 8.18 | 8.27 | 8.61 | 7.12 | NA | NA | … | … | 8.55 | 8.18 | 7.23 | 9.23 | 9.20 | 8.93 | 4.88 | 7.08 | 4.36 | 4.19 | 5.06 | 5.65 | 6.33 | 4.88 | 6.16 | 9.89 | 8.76 | 4.78 | 10.40 | 7.81 | 5.18 | 7.78 | 4.35 | 4.61 | 4.05 |
| Draw Down(%) | NA | 5.78 | 12.66 | 14.56 | 14.56 | NA | NA | … | … | 0.71 | 5.78 | 6.18 | 13.36 | 5.84 | 10.53 | 3.20 | 6.71 | 2.39 | 3.70 | 7.01 | 4.97 | 4.94 | 4.72 | 4.67 | 8.16 | 4.11 | 6.93 | 8.71 | 10.76 | 4.67 | 9.08 | 3.60 | 5.74 | 2.79 |
| Yield(%) | NA | 4.14 | 3.40 | 3.39 | 3.23 | NA | NA | … | … | NA | 0.58 | 4.18 | 2.26 | 3.33 | 3.42 | 3.93 | 2.10 | 0.20 | 1.38 | 5.59 | 6.02 | 3.05 | 5.32 | 2.18 | 4.14 | 3.97 | 2.39 | 6.39 | 5.60 | 2.82 | 3.37 | 3.69 | 3.57 | 6.55 |
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 FINANCIAL SERVICE CORPORATION 401(K)/EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation |
1.39%
Dec 2021 – Dec 2024 |
2.91%
Feb 2015 – Feb 2020 |
4.18%
Oct 2013 – Oct 2023 |
5.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST FINANCIAL SERVICE CORPORATION 401(K)/EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation |
17.39%
Oct 2004 – Oct 2007 |
14.86%
Oct 2002 – Oct 2007 |
10.69%
Jul 2003 – Jul 2013 |
9.13%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart