Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 20.71% | 1.06% | 5.41% | 3.89% | 4.78% | 5.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST 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 (%) | -0.86 | 20.71 | 1.06 | 5.41 | 3.89 | 4.78 | 5.94 | … | … | 0.66 | 6.89 | 9.92 | -13.15 | 6.46 | 13.87 | 8.54 | -4.34 | 6.11 | 1.92 | 0.53 | -0.46 | 12.53 | 6.93 | 1.32 | 10.11 | 15.16 | -3.15 | 14.62 | 11.93 | 7.41 | 8.49 | 18.50 | 1.92 | 6.32 |
| Sharpe Ratio | NA | 0.17 | -0.30 | 0.22 | 0.24 | NA | NA | … | … | 0.06 | 0.03 | 0.82 | -1.54 | 0.74 | 1.65 | 1.69 | -0.79 | 0.72 | 0.46 | 0.10 | -0.08 | 2.02 | 1.23 | 0.18 | 0.97 | 2.07 | -1.00 | 1.36 | 1.25 | 0.99 | 1.11 | 3.32 | 0.19 | 1.10 |
| Standard Deviation(%) | NA | 9.64 | 8.78 | 8.67 | 7.34 | NA | NA | … | … | 9.55 | 9.61 | 6.94 | 9.46 | 8.72 | 8.24 | 4.21 | 7.14 | 7.58 | 3.75 | 4.88 | 6.15 | 6.19 | 5.58 | 7.05 | 10.28 | 7.29 | 4.08 | 8.57 | 6.91 | 5.30 | 6.80 | 5.36 | 4.22 | 3.63 |
| Draw Down(%) | NA | 9.29 | 13.78 | 17.68 | 17.68 | NA | NA | … | … | 0.81 | 9.29 | 6.48 | 14.59 | 6.99 | 9.60 | 2.61 | 9.89 | 7.35 | 3.10 | 4.24 | 5.45 | 5.05 | 5.25 | 6.62 | 8.61 | 3.85 | 6.24 | 6.09 | 8.84 | 4.13 | 6.61 | 3.13 | 5.38 | 2.78 |
| Yield(%) | NA | 4.38 | 4.16 | 4.35 | 3.85 | NA | NA | … | … | NA | 0.55 | 4.26 | 3.32 | 4.31 | 5.26 | 4.85 | 3.80 | 0.20 | 3.00 | 5.15 | 4.14 | 2.64 | 3.62 | 2.12 | 4.05 | 4.02 | 2.68 | 5.91 | 4.34 | 4.51 | 3.32 | 2.46 | 5.10 | 6.42 |
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 BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate |
-0.42%
Apr 2021 – Apr 2024 |
0.69%
Dec 2013 – Dec 2018 |
2.11%
Oct 2013 – Oct 2023 |
3.81%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate |
14.41%
Oct 2004 – Oct 2007 |
13.02%
Oct 2002 – Oct 2007 |
9.57%
Apr 2001 – Apr 2011 |
7.88%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart