Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Centrue Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 23.98% | 0.66% | 2.34% | 3.05% | 3.99% | 5.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Centrue Bank 401(k) 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 (%) | -0.80 | 23.98 | 0.66 | 2.34 | 3.05 | 3.99 | 5.46 | … | … | 0.48 | 5.72 | 14.92 | -19.87 | 8.82 | 0.50 | 10.17 | -5.00 | 14.18 | 4.45 | -1.79 | 2.02 | 11.59 | 8.75 | -4.25 | 7.97 | 27.46 | -8.81 | 13.52 | 12.00 | 7.09 | 9.30 | 20.81 | -2.58 | 11.70 |
| Sharpe Ratio | NA | 0.11 | -0.34 | -0.10 | 0.12 | NA | NA | … | … | 0.06 | -0.09 | 1.13 | -1.35 | 0.93 | 0.03 | 1.80 | -0.89 | 2.58 | 0.87 | -0.35 | 0.35 | 1.96 | 1.88 | -0.41 | 0.74 | 2.92 | -1.70 | 0.84 | 0.91 | 0.85 | 1.13 | 3.88 | -0.84 | 2.30 |
| Standard Deviation(%) | NA | 9.50 | 11.97 | 11.26 | 8.87 | NA | NA | … | … | 6.85 | 9.61 | 9.48 | 15.74 | 9.49 | 10.62 | 4.87 | 7.11 | 5.26 | 4.89 | 5.17 | 5.64 | 5.89 | 4.62 | 10.52 | 10.72 | 9.36 | 5.73 | 12.55 | 9.64 | 5.78 | 7.42 | 5.18 | 4.39 | 4.08 |
| Draw Down(%) | NA | 6.92 | 23.93 | 25.26 | 25.26 | NA | NA | … | … | 0.51 | 6.88 | 10.18 | 25.26 | 5.41 | 19.50 | 3.38 | 11.38 | 4.09 | 5.10 | 6.94 | 5.67 | 3.82 | 3.53 | 11.86 | 8.78 | 4.00 | 9.78 | 9.47 | 13.39 | 5.01 | 6.63 | 2.41 | 7.52 | 2.49 |
| Yield(%) | NA | 5.02 | 5.57 | 4.41 | 3.28 | NA | NA | … | … | NA | 0.69 | 5.11 | 2.54 | 8.68 | 2.15 | 3.40 | 1.93 | 0.19 | 3.25 | 1.32 | 3.86 | 3.71 | 2.62 | 1.54 | 2.05 | 2.02 | 1.46 | 5.50 | 4.47 | 4.11 | 3.32 | 5.09 | 4.06 | 8.43 |
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 |
|---|---|---|---|---|
| Centrue Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-5.24%
Sep 2019 – Sep 2022 |
-2.94%
Sep 2017 – Sep 2022 |
1.28%
Oct 2013 – Oct 2023 |
2.49%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Centrue Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.75%
Oct 2004 – Oct 2007 |
14.69%
Oct 2002 – Oct 2007 |
9.15%
Apr 2001 – Apr 2011 |
8.27%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart