Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN Tactical Asset Allocation Moderate NA 36.59% 12.26% 11.62% 7.18% 7.28% 8.35%
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
FNB RETIREMENT/SAVINGS PLUS BENEFIT 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 (%) -0.43 36.59 12.26 11.62 7.18 7.28 8.35 1.02 22.39 27.51 -11.34 11.15 11.22 11.07 -2.25 7.96 4.45 -4.84 1.42 14.70 7.42 -0.79 10.67 18.73 5.21 14.54 14.26 5.40 10.98 18.79 2.11 9.37
Sharpe Ratio NA 1.79 0.84 0.94 0.73 NA NA 0.08 1.63 2.88 -1.09 1.22 1.26 2.05 -0.47 1.57 1.10 -0.92 0.25 1.99 1.63 -0.08 0.97 2.44 0.77 1.20 1.56 0.61 1.39 3.58 0.20 1.43
Standard Deviation(%) NA 9.73 9.99 9.59 7.77 NA NA 11.44 9.72 8.08 11.71 9.15 8.71 4.71 7.51 4.66 3.88 5.30 5.62 7.36 4.53 9.89 10.95 7.64 5.57 9.62 7.03 5.26 7.24 5.05 4.93 4.93
Draw Down(%) NA 6.46 15.16 16.26 16.26 NA NA 0.80 6.46 4.41 16.18 5.05 10.45 2.44 9.16 2.95 2.60 8.62 5.91 5.68 3.50 10.67 9.29 4.78 3.64 7.47 7.44 3.76 7.79 2.82 6.94 4.10
Yield(%) NA 15.19 12.78 10.18 6.53 NA NA NA 4.73 14.39 6.72 12.14 6.47 6.27 5.37 0.35 3.02 1.79 4.00 2.24 3.51 3.64 4.64 4.89 4.51 7.70 3.53 4.78 3.72 2.86 4.62 8.51
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
FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN Tactical Asset Allocation Moderate 0.27%
Dec 2013 – Dec 2016
1.24%
Dec 2013 – Dec 2018
3.98%
Oct 2010 – Oct 2020
5.32%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN Tactical Asset Allocation Moderate 15.66%
Nov 2021 – Nov 2024
13.88%
Oct 2002 – Oct 2007
11.26%
Apr 2001 – Apr 2011
8.73%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return