Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 34.16% | 13.32% | 9.27% | 5.47% | 5.94% | 6.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peoples Financial Corporation 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 (%) | -0.72 | 34.16 | 13.32 | 9.27 | 5.47 | 5.94 | 6.93 | … | … | 0.20 | 21.39 | 24.75 | -7.04 | 13.10 | 2.42 | -1.44 | -5.02 | 11.85 | 0.82 | -0.81 | 4.15 | 14.68 | 10.19 | -0.49 | 4.62 | 15.21 | -1.57 | 11.08 | 17.58 | 6.39 | 14.09 | 16.55 | 0.42 | 6.01 |
| Sharpe Ratio | NA | 2.44 | 0.94 | 0.83 | 0.49 | NA | NA | … | … | 0.03 | 2.34 | 2.81 | -0.68 | 1.45 | 0.22 | -0.42 | -0.79 | 2.51 | 0.15 | -0.15 | 0.72 | 2.38 | 1.76 | -0.07 | 0.50 | 1.77 | -0.60 | 0.86 | 2.09 | 0.76 | 2.18 | 3.47 | -0.18 | 0.99 |
| Standard Deviation(%) | NA | 6.30 | 9.09 | 9.30 | 7.81 | NA | NA | … | … | 5.82 | 6.33 | 7.29 | 12.40 | 9.04 | 10.11 | 6.70 | 8.00 | 4.47 | 4.19 | 5.56 | 5.76 | 6.15 | 5.76 | 6.98 | 9.09 | 8.54 | 4.17 | 9.35 | 6.86 | 5.54 | 6.04 | 4.57 | 3.75 | 3.75 |
| Draw Down(%) | NA | 4.34 | 13.06 | 13.66 | 19.82 | NA | NA | … | … | 0.36 | 4.34 | 4.57 | 13.66 | 4.43 | 12.42 | 6.51 | 10.14 | 2.55 | 4.02 | 5.16 | 4.59 | 4.25 | 5.46 | 6.31 | 7.44 | 4.47 | 6.83 | 6.75 | 6.84 | 3.89 | 7.16 | 2.95 | 4.75 | 2.54 |
| Yield(%) | NA | 17.98 | 13.39 | 10.18 | 6.02 | NA | NA | … | … | NA | 5.37 | 16.61 | 8.65 | 12.83 | 4.53 | 1.65 | 1.83 | 0.57 | 2.34 | 1.94 | 2.60 | 5.74 | 4.56 | 3.10 | 3.07 | 3.23 | 2.82 | 9.19 | 7.53 | 5.20 | 3.08 | 4.29 | 3.38 | 5.07 |
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 |
|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-4.99%
Oct 2017 – Oct 2020 |
-1.39%
May 2015 – May 2020 |
2.35%
Apr 2010 – Apr 2020 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.36%
Nov 2021 – Nov 2024 |
14.06%
Oct 2002 – Oct 2007 |
9.62%
Apr 2003 – Apr 2013 |
8.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart