Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLUSHING SAVINGS BANK, FSB 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.59% | 1.41% | 5.14% | 4.48% | 4.63% | 6.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLUSHING SAVINGS BANK, FSB 401(k) 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 (%) | -1.14 | 23.59 | 1.41 | 5.14 | 4.48 | 4.63 | 6.00 | … | … | 1.09 | 13.79 | 8.37 | -12.85 | 2.68 | 14.80 | 10.01 | -4.41 | 9.11 | 4.94 | -0.01 | 0.58 | 12.78 | 8.09 | -6.40 | 7.90 | 15.93 | -2.97 | 18.21 | 12.48 | 7.12 | 9.49 | 18.24 | 2.43 | 6.98 |
| Sharpe Ratio | NA | 0.95 | -0.10 | 0.27 | 0.36 | NA | NA | … | … | 0.07 | 0.77 | 0.57 | -1.39 | 0.24 | 1.67 | 1.96 | -0.76 | 1.33 | 1.29 | -0.01 | 0.09 | 1.90 | 1.52 | -0.64 | 0.82 | 2.10 | -0.95 | 1.68 | 1.39 | 0.91 | 1.30 | 3.39 | 0.33 | 1.14 |
| Standard Deviation(%) | NA | 9.50 | 9.12 | 9.45 | 7.75 | NA | NA | … | … | 15.13 | 9.35 | 7.26 | 10.26 | 10.99 | 8.71 | 4.39 | 7.52 | 6.35 | 3.66 | 4.95 | 6.16 | 6.70 | 5.30 | 9.96 | 9.58 | 7.55 | 4.09 | 9.08 | 6.62 | 5.41 | 6.59 | 5.18 | 4.05 | 4.09 |
| Draw Down(%) | NA | 6.34 | 13.76 | 18.36 | 18.36 | NA | NA | … | … | 1.31 | 6.34 | 7.02 | 14.16 | 7.91 | 9.61 | 2.74 | 10.05 | 4.66 | 2.43 | 4.84 | 5.46 | 6.02 | 4.45 | 13.36 | 8.06 | 4.20 | 6.14 | 6.50 | 8.59 | 4.28 | 6.34 | 3.36 | 5.09 | 2.77 |
| Yield(%) | NA | 5.42 | 5.18 | 5.28 | 4.46 | NA | NA | … | … | NA | 0.73 | 5.23 | 3.67 | 5.77 | 7.74 | 3.97 | 3.82 | 0.26 | 2.85 | 5.33 | 5.34 | 3.36 | 3.65 | 1.56 | 3.37 | 4.32 | 2.89 | 5.70 | 5.03 | 4.46 | 3.44 | 2.63 | 5.19 | 6.93 |
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 |
|---|---|---|---|---|
| FLUSHING SAVINGS BANK, FSB 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.16%
Apr 2021 – Apr 2024 |
1.23%
Oct 2017 – Oct 2022 |
2.53%
Oct 2013 – Oct 2023 |
3.59%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLUSHING SAVINGS BANK, FSB 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
15.36%
Oct 2004 – Oct 2007 |
13.88%
Oct 2002 – Oct 2007 |
9.89%
Apr 2001 – Apr 2011 |
7.82%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart