Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STERLING SAVINGS BANK EMPLOYEE SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 1.24% | 4.68% | 4.51% | 4.08% | 5.88% | 6.69% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STERLING SAVINGS BANK EMPLOYEE SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.38 | 1.24 | 4.68 | 4.51 | 4.08 | 5.88 | 6.69 | … | … | -0.18 | 11.62 | -10.54 | 9.28 | 13.35 | 12.57 | -4.37 | 9.87 | 6.14 | -1.91 | 3.65 | 16.84 | 3.37 | 2.35 | 11.35 | 17.80 | -2.17 | 7.74 | 13.10 | 5.84 | 16.84 | 21.97 | -10.67 | 5.96 |
| Sharpe Ratio | NA | 0.26 | 0.10 | 0.56 | 0.52 | NA | NA | … | … | -0.07 | 0.90 | -1.22 | 1.00 | 1.38 | 2.40 | -0.79 | 1.84 | 1.28 | -0.37 | 0.60 | 2.46 | 0.61 | 0.27 | 1.02 | 2.18 | -0.68 | 0.52 | 1.37 | 0.67 | 2.08 | 3.51 | -1.70 | 0.59 |
| Standard Deviation(%) | NA | 8.00 | 8.97 | 8.49 | 7.21 | NA | NA | … | … | 7.00 | 8.15 | 9.80 | 9.24 | 9.47 | 4.64 | 7.22 | 5.03 | 4.65 | 5.21 | 6.03 | 6.83 | 5.42 | 8.50 | 11.09 | 8.11 | 4.54 | 9.06 | 7.16 | 5.45 | 7.64 | 6.07 | 6.94 | 6.20 |
| Draw Down(%) | NA | 6.69 | 11.99 | 13.62 | 13.62 | NA | NA | … | … | 2.24 | 6.69 | 11.99 | 4.93 | 13.62 | 3.98 | 10.39 | 3.14 | 3.05 | 6.31 | 5.62 | 4.30 | 5.31 | 9.07 | 10.02 | 4.73 | 4.12 | 6.68 | 7.31 | 4.19 | 6.70 | 2.60 | 15.94 | 7.35 |
| Yield(%) | NA | 3.80 | 3.88 | 4.01 | 2.99 | NA | NA | … | … | 0.01 | 4.07 | 3.35 | 4.34 | 4.05 | 4.41 | 2.39 | 0.26 | 3.02 | 1.11 | 3.08 | 2.83 | 4.34 | 3.87 | 3.66 | 3.15 | 3.43 | 4.35 | 3.99 | 3.22 | 2.44 | 1.23 | 0.61 | 2.66 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| STERLING SAVINGS BANK EMPLOYEE SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.36%
Oct 2017 – Oct 2020 |
2.29%
Mar 2015 – Mar 2020 |
4.08%
Oct 2013 – Oct 2023 |
5.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STERLING SAVINGS BANK EMPLOYEE SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.32%
Apr 2003 – Apr 2006 |
13.89%
Oct 2002 – Oct 2007 |
9.90%
Apr 2003 – Apr 2013 |
8.92%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart