Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBT N.A. Employees Savings Plan Tactical Asset Allocation Moderate | NA | 19.12% | -0.26% | 4.07% | 2.90% | 3.71% | 4.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBT N.A. Employees 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 (%) | -0.88 | 19.12 | -0.26 | 4.07 | 2.90 | 3.71 | 4.87 | … | … | 0.28 | 1.81 | 9.21 | -14.41 | 3.36 | 14.64 | 11.75 | -2.91 | 6.78 | -0.43 | -5.56 | 3.04 | 14.64 | 7.96 | -6.59 | 6.85 | 15.46 | -3.99 | 11.26 | 10.26 | 7.13 | 12.59 | 16.23 | 3.30 | 6.09 |
| Sharpe Ratio | NA | -0.33 | -0.52 | 0.00 | 0.06 | NA | NA | … | … | 0.04 | -0.46 | 0.56 | -1.34 | 0.32 | 1.64 | 2.32 | -0.60 | 1.02 | -0.13 | -1.00 | 0.43 | 2.11 | 1.70 | -0.60 | 0.66 | 1.83 | -1.03 | 0.86 | 0.99 | 0.81 | 1.44 | 2.94 | 0.50 | 1.12 |
| Standard Deviation(%) | NA | 10.32 | 10.40 | 10.10 | 8.20 | NA | NA | … | … | 6.18 | 10.36 | 8.91 | 11.75 | 10.40 | 8.77 | 4.46 | 7.08 | 6.05 | 4.97 | 5.57 | 7.01 | 6.92 | 4.66 | 11.11 | 10.22 | 8.40 | 4.76 | 9.62 | 7.03 | 6.16 | 8.10 | 5.28 | 4.39 | 3.37 |
| Draw Down(%) | NA | 11.50 | 15.13 | 18.28 | 18.28 | NA | NA | … | … | 0.39 | 11.50 | 8.35 | 15.61 | 7.25 | 10.78 | 3.24 | 8.98 | 7.63 | 4.03 | 8.32 | 5.45 | 5.36 | 3.96 | 12.83 | 7.55 | 4.48 | 8.38 | 6.72 | 8.64 | 4.73 | 6.18 | 3.42 | 4.09 | 2.55 |
| Yield(%) | NA | 5.17 | 4.93 | 4.02 | 3.73 | NA | NA | … | … | NA | 0.65 | 4.87 | 4.21 | 4.93 | 3.35 | 2.46 | 4.61 | 0.12 | 3.17 | 4.89 | 4.42 | 3.01 | 3.73 | 0.20 | 4.20 | 2.58 | 2.70 | 6.11 | 5.49 | 4.78 | 3.83 | 2.73 | 5.24 | 5.61 |
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 |
|---|---|---|---|---|
| SCBT N.A. Employees Savings Plan Tactical Asset Allocation Moderate |
-1.78%
Apr 2021 – Apr 2024 |
0.09%
Dec 2013 – Dec 2018 |
1.58%
Oct 2013 – Oct 2023 |
2.97%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBT N.A. Employees Savings Plan Tactical Asset Allocation Moderate |
13.22%
Apr 2003 – Apr 2006 |
12.31%
Oct 2002 – Oct 2007 |
8.82%
Apr 2001 – Apr 2011 |
6.71%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart