Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.68% | -0.44% | 6.47% | 8.33% | 8.93% | 8.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WINTRUST FINANCIAL CORPORATION RETIREMENT 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 | 23.68 | -0.44 | 6.47 | 8.33 | 8.93 | 8.92 | … | … | -0.65 | 0.40 | 12.11 | -18.71 | 11.16 | 22.08 | 20.42 | 17.73 | 16.33 | 1.91 | -2.23 | 3.57 | 13.39 | 8.63 | 4.39 | 16.69 | 17.74 | -6.51 | 10.64 | 20.49 | 4.14 | 11.30 | 16.14 | 5.00 | 6.06 |
| Sharpe Ratio | NA | -0.56 | -0.52 | 0.16 | 0.04 | NA | NA | … | … | -0.08 | -0.59 | 0.70 | -1.30 | 1.04 | 2.35 | 2.16 | 1.65 | 0.04 | 0.34 | -0.34 | 0.59 | 1.91 | 1.59 | 0.52 | 1.18 | 1.92 | -1.43 | 0.79 | 2.25 | 0.27 | 1.20 | 3.28 | 0.86 | 0.74 |
| Standard Deviation(%) | NA | 10.46 | 12.58 | 11.65 | 140.30 | NA | NA | … | … | 8.67 | 10.54 | 11.17 | 15.47 | 10.69 | 9.30 | 8.81 | 9.95 | 444.12 | 4.98 | 6.74 | 6.04 | 6.99 | 5.38 | 8.41 | 14.11 | 9.18 | 5.21 | 9.66 | 7.65 | 7.17 | 8.62 | 4.71 | 4.55 | 5.10 |
| Draw Down(%) | NA | 11.69 | 22.01 | 24.78 | 95.63 | NA | NA | … | … | 0.99 | 11.18 | 11.48 | 23.63 | 5.75 | 4.05 | 1.38 | 5.47 | 95.63 | 3.84 | 8.86 | 4.13 | 7.78 | 4.16 | 7.23 | 10.27 | 4.92 | 10.84 | 6.78 | 5.97 | 4.80 | 11.15 | 2.05 | 6.77 | 2.70 |
| Yield(%) | NA | 4.67 | 6.20 | 10.47 | 9.68 | NA | NA | … | … | NA | 0.87 | 4.56 | 6.05 | 6.85 | 15.25 | 22.88 | 18.25 | 10.68 | 3.53 | 3.43 | 4.88 | 3.96 | 3.83 | 4.52 | 2.95 | 4.17 | 3.58 | 7.01 | 7.92 | 7.58 | 4.74 | 4.37 | 4.13 | 6.10 |
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 |
|---|---|---|---|---|
| WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.91%
Dec 2021 – Dec 2024 |
3.88%
Apr 2011 – Apr 2016 |
6.44%
Jan 2007 – Jan 2017 |
7.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
22.25%
Apr 2018 – Apr 2021 |
17.48%
Dec 2016 – Dec 2021 |
11.06%
Oct 2011 – Oct 2021 |
10.78%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart