Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GREEN BANKSHARES, INC.401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 25.78% | 3.35% | 8.09% | 5.75% | 6.43% | 6.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GREEN BANKSHARES, INC.401(K) 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 (%) | -1.03 | 25.78 | 3.35 | 8.09 | 5.75 | 6.43 | 6.95 | … | … | 0.43 | 6.65 | 16.98 | -16.67 | 12.18 | 21.37 | 7.94 | -1.59 | 6.99 | 6.94 | -4.18 | 4.15 | 13.76 | 10.08 | 2.00 | 6.87 | 18.76 | -4.72 | 11.51 | 13.79 | 4.31 | 8.91 | 22.35 | 6.31 | 6.98 |
| Sharpe Ratio | NA | 0.13 | -0.18 | 0.47 | 0.43 | NA | NA | … | … | 0.05 | 0.01 | 1.50 | -1.22 | 1.48 | 2.73 | 1.22 | -0.40 | 1.16 | 1.63 | -0.82 | 0.74 | 2.07 | 1.98 | 0.28 | 0.75 | 2.62 | -1.43 | 1.02 | 1.63 | 0.40 | 1.25 | 4.33 | 1.25 | 1.14 |
| Standard Deviation(%) | NA | 9.46 | 11.30 | 10.12 | 8.16 | NA | NA | … | … | 7.98 | 9.50 | 8.48 | 14.85 | 8.21 | 7.73 | 5.35 | 7.17 | 5.49 | 4.14 | 5.14 | 5.61 | 6.64 | 5.07 | 7.12 | 9.01 | 7.11 | 3.96 | 8.35 | 6.47 | 5.31 | 6.39 | 5.00 | 4.15 | 4.09 |
| Draw Down(%) | NA | 8.12 | 22.06 | 22.68 | 22.68 | NA | NA | … | … | 0.64 | 8.05 | 7.62 | 22.64 | 3.72 | 6.66 | 3.10 | 7.30 | 5.46 | 2.54 | 8.03 | 4.47 | 5.88 | 3.89 | 5.85 | 7.83 | 3.23 | 5.93 | 6.09 | 6.95 | 4.51 | 5.99 | 2.47 | 3.14 | 2.77 |
| Yield(%) | NA | 7.32 | 6.24 | 5.27 | 3.93 | NA | NA | … | … | NA | 0.81 | 7.25 | 3.29 | 7.68 | 5.57 | 2.99 | 3.59 | 0.38 | 3.25 | 1.74 | 3.95 | 4.61 | 4.16 | 3.96 | 4.39 | 4.36 | 2.76 | 5.84 | 6.27 | 5.90 | 3.53 | 4.93 | 5.30 | 6.93 |
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 |
|---|---|---|---|---|
| GREEN BANKSHARES, INC.401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
1.30%
Dec 2021 – Dec 2024 |
1.97%
Sep 2017 – Sep 2022 |
3.92%
Oct 2013 – Oct 2023 |
4.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREEN BANKSHARES, INC.401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
13.69%
Dec 2018 – Dec 2021 |
13.34%
Oct 2002 – Oct 2007 |
9.75%
Apr 2001 – Apr 2011 |
8.44%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart