Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Pacific Capital Bancorp Incentive and Investment and Salary Savings Plan Tactical Asset Allocation Moderate | NA | 28.01% | 1.88% | 7.49% | 5.05% | 6.05% | 7.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pacific Capital Bancorp Incentive and Investment and Salary Savings 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 (%) | -1.16 | 28.01 | 1.88 | 7.49 | 5.05 | 6.05 | 7.96 | … | … | -0.29 | 6.34 | 14.27 | -18.63 | 18.85 | 15.24 | 7.30 | -1.69 | 10.88 | 4.45 | -6.50 | 5.30 | 13.36 | 5.24 | -2.20 | 14.63 | 28.53 | -7.45 | 20.66 | 19.47 | 11.04 | 11.41 | 33.68 | 5.40 | 8.06 |
| Sharpe Ratio | NA | 0.03 | -0.30 | 0.31 | 0.27 | NA | NA | … | … | -0.04 | -0.02 | 0.89 | -1.25 | 1.81 | 1.53 | 1.13 | -0.37 | 1.81 | 0.67 | -0.88 | 0.78 | 1.70 | 0.77 | -0.19 | 1.00 | 2.69 | -1.48 | 1.42 | 1.79 | 1.34 | 1.11 | 5.55 | 1.10 | 1.46 |
| Standard Deviation(%) | NA | 10.11 | 12.71 | 11.77 | 9.54 | NA | NA | … | … | 8.66 | 10.19 | 11.22 | 16.00 | 10.41 | 9.81 | 5.23 | 8.00 | 5.67 | 6.37 | 7.38 | 6.75 | 7.84 | 6.77 | 11.62 | 14.55 | 10.58 | 5.64 | 12.43 | 9.06 | 6.64 | 9.45 | 5.94 | 3.90 | 3.95 |
| Draw Down(%) | NA | 8.14 | 21.60 | 23.24 | 23.24 | NA | NA | … | … | 0.90 | 8.14 | 11.21 | 23.20 | 5.45 | 12.21 | 3.32 | 8.72 | 3.86 | 6.85 | 13.46 | 6.80 | 5.91 | 7.47 | 13.19 | 11.15 | 5.11 | 10.71 | 10.14 | 11.16 | 5.70 | 11.38 | 2.04 | 5.62 | 2.61 |
| Yield(%) | NA | 5.17 | 5.18 | 5.05 | 4.17 | NA | NA | … | … | NA | 1.02 | 4.95 | 3.94 | 5.88 | 1.89 | 7.89 | 2.14 | 0.40 | 4.96 | 3.85 | 5.55 | 3.52 | 3.45 | 3.16 | 2.85 | 4.59 | 5.70 | 10.32 | 7.62 | 6.05 | 3.52 | 5.22 | 6.35 | 8.95 |
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 |
|---|---|---|---|---|
| Pacific Capital Bancorp Incentive and Investment and Salary Savings Plan Tactical Asset Allocation M |
-0.38%
Dec 2021 – Dec 2024 |
0.75%
Feb 2015 – Feb 2020 |
3.08%
Oct 2013 – Oct 2023 |
4.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pacific Capital Bancorp Incentive and Investment and Salary Savings Plan Tactical Asset Allocation M |
21.31%
Oct 2004 – Oct 2007 |
20.81%
Oct 2002 – Oct 2007 |
14.69%
Apr 2001 – Apr 2011 |
10.54%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart