Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS Tactical Asset Allocation Moderate | NA | 28.20% | 3.39% | 4.60% | 4.54% | 6.44% | 6.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS 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 (%) | -1.19 | 28.20 | 3.39 | 4.60 | 4.54 | 6.44 | 6.36 | … | … | 1.03 | 5.91 | 19.01 | -18.03 | 14.77 | 6.39 | 6.36 | -6.19 | 9.97 | 4.95 | -0.99 | 7.01 | 21.26 | 9.65 | 0.12 | 10.84 | 15.45 | -6.40 | 8.93 | 8.02 | 5.58 | 8.92 | 15.22 | -3.75 | 2.51 |
| Sharpe Ratio | NA | 0.10 | -0.10 | 0.15 | 0.17 | NA | NA | … | … | 0.10 | -0.05 | 1.45 | -1.04 | 0.99 | 0.33 | 0.33 | -0.63 | 1.19 | 0.54 | -0.11 | 0.72 | 2.66 | 1.21 | 0.01 | 0.93 | 1.72 | -1.12 | 0.59 | 0.66 | 0.52 | 1.06 | 2.13 | -0.93 | 0.12 |
| Standard Deviation(%) | NA | 12.77 | 14.36 | 15.41 | 13.31 | NA | NA | … | … | 9.48 | 12.84 | 10.21 | 18.74 | 14.95 | 18.49 | 14.82 | 11.88 | 7.83 | 8.79 | 9.50 | 9.68 | 7.97 | 7.93 | 14.71 | 11.58 | 8.93 | 6.53 | 10.03 | 7.22 | 6.57 | 7.51 | 6.81 | 5.24 | 1.63 |
| Draw Down(%) | NA | 11.70 | 19.57 | 25.80 | 26.99 | NA | NA | … | … | 0.60 | 11.70 | 8.79 | 21.59 | 8.79 | 21.06 | 10.88 | 18.91 | 7.10 | 5.20 | 9.65 | 5.98 | 3.30 | 7.28 | 14.64 | 9.59 | 4.53 | 7.66 | 7.24 | 7.23 | 4.68 | 6.02 | 3.21 | 6.02 | 1.61 |
| Yield(%) | NA | 5.51 | 7.86 | 7.12 | 5.71 | NA | NA | … | … | NA | 0.26 | 5.90 | 5.34 | 12.00 | 6.60 | 4.80 | 6.35 | 0.14 | 4.16 | 3.45 | 7.70 | 6.11 | 1.09 | 0.39 | 0.32 | 0.51 | 0.55 | 8.67 | 5.09 | 3.99 | 0.73 | 0.61 | 0.83 | 1.94 |
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 |
|---|---|---|---|---|
| THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS Tactical Asset Allocation Moderate |
-4.82%
May 2017 – May 2020 |
-1.37%
Sep 2017 – Sep 2022 |
2.91%
Oct 2013 – Oct 2023 |
4.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MAGNA GROUP OF COMPANIES RETIREMENT SAVINGS PLANS Tactical Asset Allocation Moderate |
13.47%
Sep 2011 – Sep 2014 |
11.85%
Jun 2009 – Jun 2014 |
8.71%
Aug 2008 – Aug 2018 |
8.23%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart