Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBT Bancorp Inc. 401(k) and Employee Stock Ownership Plan Tactical Asset Allocation Moderate | NA | 20.66% | 2.15% | 6.38% | 5.03% | 5.78% | 7.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBT Bancorp Inc. 401(k) and Employee Stock Ownership 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 (%) | -1.17 | 20.66 | 2.15 | 6.38 | 5.03 | 5.78 | 7.11 | … | … | 0.83 | 8.08 | 14.39 | -16.61 | 8.19 | 17.16 | 8.92 | -2.27 | 10.34 | 7.13 | -3.45 | 1.18 | 17.12 | 2.73 | 1.14 | 10.28 | 14.28 | 12.04 | 13.53 | 10.52 | 5.71 | 11.12 | 19.35 | 12.19 | 5.09 |
| Sharpe Ratio | NA | 0.29 | -0.22 | 0.32 | 0.40 | NA | NA | … | … | 0.08 | 0.14 | 1.31 | -1.66 | 0.85 | 2.08 | 1.83 | -0.49 | 1.91 | 1.54 | -0.58 | 0.19 | 2.51 | 0.50 | 0.14 | 0.95 | 1.61 | 1.49 | 1.23 | 1.04 | 0.66 | 1.33 | 2.95 | 2.06 | 0.48 |
| Standard Deviation(%) | NA | 10.66 | 9.86 | 9.52 | 7.78 | NA | NA | … | … | 9.66 | 10.67 | 7.72 | 10.82 | 9.66 | 8.14 | 4.11 | 7.36 | 5.08 | 4.50 | 5.95 | 6.04 | 6.80 | 5.32 | 8.02 | 10.69 | 8.82 | 7.46 | 8.58 | 7.00 | 5.36 | 7.63 | 6.31 | 5.38 | 5.76 |
| Draw Down(%) | NA | 7.36 | 16.47 | 17.56 | 17.56 | NA | NA | … | … | 0.68 | 7.36 | 6.18 | 17.56 | 6.52 | 6.27 | 3.09 | 8.09 | 3.37 | 3.38 | 7.10 | 6.43 | 4.18 | 4.52 | 7.85 | 9.26 | 4.35 | 4.95 | 5.43 | 7.66 | 3.68 | 6.43 | 3.23 | 2.99 | 5.42 |
| Yield(%) | NA | 4.62 | 4.45 | 4.42 | 3.50 | NA | NA | … | … | NA | 0.44 | 4.71 | 3.02 | 5.51 | 5.04 | 4.10 | 3.92 | 0.64 | 4.51 | 2.09 | 1.89 | 2.13 | 3.24 | 5.49 | 3.34 | 5.19 | 5.95 | 4.95 | 6.19 | 5.64 | 3.40 | 3.74 | 8.85 | 6.57 |
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 |
|---|---|---|---|---|
| NBT Bancorp Inc. 401(k) and Employee Stock Ownership Plan Tactical Asset Allocation Moderate |
0.64%
Apr 2021 – Apr 2024 |
2.26%
Oct 2017 – Oct 2022 |
3.43%
Oct 2013 – Oct 2023 |
5.25%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBT Bancorp Inc. 401(k) and Employee Stock Ownership Plan Tactical Asset Allocation Moderate |
14.16%
Dec 2001 – Dec 2004 |
12.86%
May 2006 – May 2011 |
12.00%
Apr 2001 – Apr 2011 |
9.10%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison Chart