Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Jacksonville Savings Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 26.38% | 0.41% | 5.92% | 5.08% | 5.74% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jacksonville Savings 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 (%) | -1.01 | 26.38 | 0.41 | 5.92 | 5.08 | 5.74 | 6.37 | … | … | 0.40 | 8.09 | 18.45 | -22.72 | 10.66 | 16.51 | 10.13 | -1.54 | 10.49 | 4.83 | -1.04 | 5.21 | 13.25 | 6.60 | -2.49 | 9.58 | 18.05 | -4.39 | 9.39 | 12.95 | 6.20 | 17.12 | 22.88 | -3.26 | 2.31 |
| Sharpe Ratio | NA | 0.30 | -0.25 | 0.22 | 0.35 | NA | NA | … | … | 0.04 | 0.15 | 1.51 | -1.42 | 1.13 | 1.86 | 1.91 | -0.40 | 2.05 | 1.09 | -0.22 | 0.92 | 2.10 | 1.42 | -0.30 | 1.03 | 2.67 | -1.82 | 0.72 | 1.52 | 0.77 | 2.28 | 4.26 | -0.92 | 0.01 |
| Standard Deviation(%) | NA | 10.23 | 12.71 | 11.43 | 8.88 | NA | NA | … | … | 9.62 | 10.31 | 9.40 | 17.02 | 9.42 | 8.74 | 4.56 | 7.15 | 4.80 | 4.22 | 4.80 | 5.67 | 6.29 | 4.60 | 8.41 | 9.18 | 6.73 | 2.92 | 8.89 | 6.36 | 5.22 | 7.11 | 5.21 | 4.73 | 0.05 |
| Draw Down(%) | NA | 7.04 | 24.95 | 27.87 | 27.87 | NA | NA | … | … | 0.84 | 7.02 | 9.54 | 26.97 | 5.48 | 8.59 | 3.13 | 7.87 | 2.95 | 2.74 | 4.43 | 4.54 | 4.41 | 3.73 | 9.17 | 7.93 | 3.63 | 5.16 | 6.90 | 7.63 | 3.73 | 4.44 | 2.90 | 8.03 | 0.00 |
| Yield(%) | NA | 4.89 | 4.89 | 4.68 | 3.47 | NA | NA | … | … | NA | 0.68 | 4.79 | 2.66 | 6.57 | 4.73 | 4.75 | 2.70 | 0.32 | 2.99 | 1.88 | 3.52 | 0.95 | 2.43 | 2.20 | 2.76 | 2.42 | 1.40 | 5.25 | 5.95 | 4.56 | 2.96 | 3.92 | 1.49 | 2.31 |
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 |
|---|---|---|---|---|
| Jacksonville Savings Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.67%
Sep 2019 – Sep 2022 |
0.77%
Sep 2017 – Sep 2022 |
3.05%
Oct 2013 – Oct 2023 |
3.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jacksonville Savings Bank 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
16.26%
Apr 2003 – Apr 2006 |
15.24%
Oct 2002 – Oct 2007 |
9.55%
Apr 2003 – Apr 2013 |
8.67%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart