Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 19.90% | 0.27% | 3.87% | 4.01% | 4.81% | 6.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Home Federal Savings Bank Employees Savings and 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 (%) | -0.93 | 19.90 | 0.27 | 3.87 | 4.01 | 4.81 | 6.01 | … | … | 0.39 | 7.74 | 11.76 | -16.32 | 3.66 | 11.60 | 10.24 | -2.38 | 11.25 | 3.62 | -0.96 | 4.90 | 13.33 | 0.32 | 2.95 | 8.29 | 11.07 | 6.72 | 12.04 | 11.31 | 6.15 | 11.06 | 14.21 | 2.89 | 8.36 |
| Sharpe Ratio | NA | 0.29 | -0.33 | 0.08 | 0.29 | NA | NA | … | … | 0.06 | 0.12 | 0.96 | -1.79 | 0.42 | 1.50 | 2.05 | -0.51 | 2.27 | 0.78 | -0.21 | 0.97 | 2.27 | 0.05 | 0.40 | 0.91 | 1.50 | 1.00 | 1.03 | 1.14 | 0.69 | 1.28 | 2.40 | 0.34 | 1.36 |
| Standard Deviation(%) | NA | 9.44 | 9.11 | 8.75 | 7.18 | NA | NA | … | … | 5.77 | 9.53 | 7.80 | 9.87 | 8.66 | 7.58 | 4.30 | 7.26 | 4.68 | 4.37 | 4.61 | 5.05 | 5.84 | 5.13 | 7.35 | 9.03 | 7.31 | 5.79 | 8.79 | 7.04 | 5.77 | 7.88 | 5.64 | 5.24 | 4.45 |
| Draw Down(%) | NA | 6.01 | 15.75 | 19.31 | 19.31 | NA | NA | … | … | 0.39 | 6.01 | 6.72 | 16.89 | 5.38 | 6.22 | 3.26 | 8.62 | 2.73 | 2.85 | 4.08 | 5.04 | 3.51 | 5.82 | 7.47 | 6.69 | 4.27 | 3.27 | 6.47 | 7.94 | 4.66 | 6.13 | 2.91 | 5.56 | 3.85 |
| Yield(%) | NA | 4.48 | 3.36 | 2.96 | 2.44 | NA | NA | … | … | NA | 0.61 | 4.31 | 2.25 | 3.15 | 2.29 | 2.99 | 2.89 | 0.43 | 1.88 | 1.24 | 2.81 | 3.07 | 3.47 | 2.32 | 2.38 | 4.12 | 5.06 | 4.99 | 5.11 | 5.00 | 3.28 | 3.24 | 6.56 | 7.21 |
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 |
|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Tactical Asset Allocation Modera |
-1.79%
Apr 2021 – Apr 2024 |
0.71%
Oct 2017 – Oct 2022 |
2.72%
Oct 2013 – Oct 2023 |
4.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Tactical Asset Allocation Modera |
12.43%
Oct 2004 – Oct 2007 |
11.65%
Oct 2002 – Oct 2007 |
9.64%
Apr 2001 – Apr 2011 |
7.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart