Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Superior Bancorp 401(k) Plan Tactical Asset Allocation Moderate | NA | 20.31% | -1.85% | 3.41% | 3.37% | 4.06% | 5.39% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Superior Bancorp 401(k) 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 (%) | -1.01 | 20.31 | -1.85 | 3.41 | 3.37 | 4.06 | 5.39 | … | … | 0.16 | 2.78 | 12.65 | -20.22 | 6.22 | 14.82 | 9.47 | -4.67 | 9.28 | 3.13 | -0.16 | 1.15 | 14.54 | 6.45 | -4.74 | 7.50 | 14.52 | 0.37 | 14.22 | 11.98 | 5.77 | 8.20 | 16.81 | 0.78 | 5.42 |
| Sharpe Ratio | NA | -0.29 | -0.49 | -0.01 | 0.15 | NA | NA | … | … | 0.02 | -0.43 | 0.94 | -1.41 | 0.65 | 1.62 | 1.66 | -0.80 | 1.70 | 0.75 | -0.04 | 0.16 | 2.16 | 1.20 | -0.57 | 0.65 | 1.75 | -0.11 | 1.15 | 1.08 | 0.63 | 0.98 | 3.05 | -0.08 | 0.84 |
| Standard Deviation(%) | NA | 8.78 | 11.44 | 10.65 | 8.45 | NA | NA | … | … | 5.74 | 8.89 | 8.92 | 15.32 | 9.56 | 9.01 | 4.85 | 7.50 | 5.09 | 3.91 | 5.09 | 7.02 | 6.72 | 5.31 | 8.35 | 11.48 | 8.26 | 5.17 | 9.73 | 8.04 | 5.71 | 7.41 | 5.28 | 3.90 | 3.70 |
| Draw Down(%) | NA | 7.48 | 23.80 | 27.75 | 27.75 | NA | NA | … | … | 0.56 | 7.48 | 9.94 | 25.79 | 5.30 | 11.97 | 3.63 | 10.26 | 4.33 | 3.71 | 4.64 | 5.83 | 4.91 | 4.19 | 10.71 | 10.32 | 4.56 | 6.39 | 6.89 | 10.38 | 4.30 | 7.71 | 2.40 | 4.65 | 3.36 |
| Yield(%) | NA | 3.39 | 3.88 | 4.18 | 3.37 | NA | NA | … | … | NA | 0.50 | 3.52 | 2.11 | 5.73 | 5.35 | 4.43 | 2.11 | 0.22 | 1.89 | 1.68 | 6.74 | 6.22 | 3.98 | 1.92 | 2.43 | 3.50 | 3.97 | 7.00 | 4.91 | 3.35 | 2.81 | 3.55 | 3.68 | 5.89 |
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 |
|---|---|---|---|---|
| Superior Bancorp 401(k) Plan Tactical Asset Allocation Moderate |
-3.16%
Apr 2021 – Apr 2024 |
-1.23%
Sep 2017 – Sep 2022 |
1.79%
Oct 2013 – Oct 2023 |
3.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Superior Bancorp 401(k) Plan Tactical Asset Allocation Moderate |
13.54%
Oct 2004 – Oct 2007 |
12.30%
Oct 2002 – Oct 2007 |
8.73%
Apr 2001 – Apr 2011 |
7.46%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart