Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONEIDA SAVINGS BANK 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 15.62% | 0.86% | 4.34% | 3.05% | 3.63% | 6.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONEIDA SAVINGS BANK 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 (%) | -1.09 | 15.62 | 0.86 | 4.34 | 3.05 | 3.63 | 6.74 | … | … | 0.88 | 3.20 | 11.19 | -13.72 | 11.76 | 12.71 | 2.66 | -8.68 | 10.42 | 7.62 | -6.35 | 3.32 | 9.99 | 3.33 | -1.77 | 6.32 | 26.11 | -2.96 | 18.10 | 22.07 | 15.58 | 19.18 | 20.14 | 6.98 | 7.94 |
| Sharpe Ratio | NA | -0.16 | -0.41 | 0.25 | 0.14 | NA | NA | … | … | 0.08 | -0.32 | 0.93 | -1.63 | 1.25 | 1.54 | 0.19 | -1.30 | 1.59 | 1.07 | -1.01 | 0.56 | 1.23 | 0.66 | -0.20 | 0.56 | 2.66 | -0.72 | 1.28 | 2.24 | 2.06 | 2.26 | 3.66 | 1.25 | 1.66 |
| Standard Deviation(%) | NA | 10.72 | 9.26 | 9.08 | 7.99 | NA | NA | … | … | 9.85 | 10.73 | 7.43 | 9.28 | 9.38 | 8.08 | 6.47 | 7.70 | 6.17 | 6.92 | 6.31 | 5.93 | 8.10 | 4.99 | 8.97 | 11.19 | 9.79 | 5.38 | 11.79 | 8.40 | 6.51 | 8.07 | 5.31 | 4.70 | 3.39 |
| Draw Down(%) | NA | 7.47 | 14.24 | 14.88 | 15.17 | NA | NA | … | … | 0.72 | 7.47 | 6.50 | 14.49 | 5.29 | 7.08 | 6.02 | 14.59 | 2.69 | 4.81 | 9.51 | 5.96 | 7.26 | 5.86 | 9.93 | 8.99 | 4.47 | 6.46 | 9.62 | 10.59 | 5.38 | 10.11 | 3.51 | 6.49 | 2.07 |
| Yield(%) | NA | 5.08 | 4.58 | 3.89 | 3.36 | NA | NA | … | … | NA | 0.82 | 4.84 | 3.78 | 4.69 | 2.16 | 4.28 | 4.40 | 0.46 | 3.12 | 2.27 | 3.47 | 5.06 | 4.10 | 3.50 | 4.92 | 6.44 | 3.68 | 9.20 | 6.71 | 6.55 | 5.22 | 4.01 | 4.54 | 6.16 |
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 |
|---|---|---|---|---|
| ONEIDA SAVINGS BANK 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.96%
Oct 2017 – Oct 2020 |
0.25%
Mar 2015 – Mar 2020 |
1.80%
Oct 2010 – Oct 2020 |
3.16%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONEIDA SAVINGS BANK 401(K) SAVINGS PLAN Tactical Asset Allocation Moderate |
23.28%
Oct 2004 – Oct 2007 |
20.04%
Oct 2002 – Oct 2007 |
14.00%
Apr 2001 – Apr 2011 |
9.93%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart