Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANCTRUST FINANCIAL GROUP, INC. EMPLOYEE SAVINGS PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 28.25% | 1.77% | 6.47% | 4.83% | 5.59% | 6.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANCTRUST FINANCIAL GROUP, INC. EMPLOYEE SAVINGS 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 (%) | -1.18 | 28.25 | 1.77 | 6.47 | 4.83 | 5.59 | 6.49 | … | … | 0.54 | 9.81 | 19.95 | -22.49 | 10.43 | 15.58 | 10.25 | -0.61 | 10.27 | 0.76 | -2.72 | 3.35 | 13.52 | 5.19 | 1.57 | 8.98 | 15.58 | 0.69 | 12.62 | 12.80 | 3.72 | 7.11 | 21.34 | -2.33 | 5.49 |
| Sharpe Ratio | NA | 0.45 | -0.16 | 0.25 | 0.31 | NA | NA | … | … | 0.05 | 0.30 | 1.65 | -1.35 | 1.06 | 1.68 | 2.38 | -0.25 | 1.81 | 0.13 | -0.47 | 0.54 | 1.73 | 1.09 | 0.24 | 1.06 | 2.23 | -0.06 | 0.97 | 1.40 | 0.27 | 0.86 | 3.80 | -0.68 | 1.23 |
| Standard Deviation(%) | NA | 10.68 | 13.17 | 11.86 | 9.26 | NA | NA | … | … | 10.44 | 10.72 | 9.50 | 17.73 | 9.84 | 9.11 | 3.72 | 7.78 | 5.33 | 4.30 | 5.86 | 6.18 | 7.79 | 4.71 | 6.50 | 8.43 | 6.93 | 4.16 | 9.89 | 6.81 | 5.73 | 7.15 | 5.44 | 5.05 | 2.58 |
| Draw Down(%) | NA | 7.53 | 25.30 | 27.46 | 27.46 | NA | NA | … | … | 0.90 | 7.51 | 9.07 | 27.08 | 6.58 | 9.00 | 2.08 | 7.22 | 4.77 | 3.48 | 7.14 | 5.39 | 4.63 | 4.23 | 5.05 | 6.65 | 3.63 | 4.79 | 7.14 | 8.09 | 4.99 | 5.89 | 2.60 | 7.99 | 1.63 |
| Yield(%) | NA | 5.58 | 5.29 | 5.29 | 3.73 | NA | NA | … | … | NA | 0.62 | 5.62 | 3.18 | 6.19 | 5.83 | 5.54 | 2.26 | 0.15 | 2.15 | 1.36 | 4.97 | 2.07 | 1.21 | 1.07 | 2.62 | 3.44 | 2.80 | 6.76 | 4.80 | 5.29 | 2.56 | 4.46 | 3.53 | 4.83 |
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 |
|---|---|---|---|---|
| BANCTRUST FINANCIAL GROUP, INC. EMPLOYEE SAVINGS PROFIT SHARING PLAN Tactical Asset Allocation Moder |
-0.98%
Sep 2019 – Sep 2022 |
0.45%
Sep 2017 – Sep 2022 |
2.45%
Oct 2013 – Oct 2023 |
3.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANCTRUST FINANCIAL GROUP, INC. EMPLOYEE SAVINGS PROFIT SHARING PLAN Tactical Asset Allocation Moder |
12.40%
Oct 2004 – Oct 2007 |
12.43%
Oct 2002 – Oct 2007 |
9.02%
Apr 2003 – Apr 2013 |
7.91%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart