Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The South Financial Group, Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 23.09% | 1.17% | 3.42% | 3.07% | 4.56% | 6.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The South Financial Group, Inc. 401(k) 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 (%) | -1.14 | 23.09 | 1.17 | 3.42 | 3.07 | 4.56 | 6.06 | … | … | 0.50 | 10.77 | 10.60 | -17.03 | 8.72 | 6.48 | 5.73 | -2.11 | 9.10 | 4.88 | -4.66 | 2.24 | 13.93 | 6.85 | 0.03 | 12.07 | 16.81 | 2.74 | 10.94 | 13.59 | 6.00 | 16.61 | 20.38 | 4.13 | 8.09 |
| Sharpe Ratio | NA | 0.67 | -0.28 | 0.10 | 0.17 | NA | NA | … | … | 0.06 | 0.47 | 0.86 | -1.86 | 1.04 | 0.56 | 1.12 | -0.49 | 1.74 | 1.02 | -0.88 | 0.39 | 2.12 | 1.41 | 0.00 | 1.16 | 2.11 | 0.27 | 0.91 | 1.64 | 0.79 | 2.09 | 3.96 | 0.63 | 1.10 |
| Standard Deviation(%) | NA | 8.84 | 8.82 | 9.28 | 7.53 | NA | NA | … | … | 7.19 | 8.93 | 7.41 | 9.91 | 8.36 | 11.21 | 3.85 | 6.99 | 4.86 | 4.60 | 5.35 | 5.67 | 6.55 | 4.82 | 8.90 | 10.33 | 7.92 | 6.84 | 8.70 | 6.28 | 4.83 | 7.48 | 4.97 | 4.80 | 5.25 |
| Draw Down(%) | NA | 5.56 | 16.41 | 18.25 | 18.25 | NA | NA | … | … | 0.41 | 5.56 | 7.08 | 17.54 | 5.54 | 14.89 | 2.60 | 7.63 | 3.53 | 3.18 | 8.76 | 5.16 | 5.39 | 4.01 | 9.37 | 9.16 | 4.28 | 6.64 | 6.53 | 6.78 | 3.70 | 7.22 | 2.40 | 5.30 | 4.10 |
| Yield(%) | NA | 4.01 | 5.00 | 4.49 | 3.54 | NA | NA | … | … | NA | 0.76 | 3.88 | 2.57 | 7.96 | 5.31 | 2.43 | 4.15 | 0.31 | 2.47 | 2.10 | 3.38 | 2.93 | 4.26 | 2.97 | 4.61 | 4.99 | 4.88 | 4.12 | 3.93 | 2.74 | 2.90 | 3.27 | 7.23 | 8.99 |
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 South Financial Group, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-1.36%
Oct 2017 – Oct 2020 |
-0.22%
Oct 2017 – Oct 2022 |
1.35%
Oct 2013 – Oct 2023 |
3.92%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The South Financial Group, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
15.87%
Apr 2003 – Apr 2006 |
14.78%
Oct 2002 – Oct 2007 |
11.71%
Apr 2001 – Apr 2011 |
8.94%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart