Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Citizens Financial Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 20.05% | 1.86% | 5.55% | 4.26% | 4.93% | 5.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Citizens Financial Bank 401(k) Retirement 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 (%) | -0.99 | 20.05 | 1.86 | 5.55 | 4.26 | 4.93 | 5.88 | … | … | 0.43 | 8.72 | 10.08 | -12.37 | 6.28 | 13.81 | 9.70 | -3.36 | 10.15 | 6.02 | -5.86 | 2.73 | 12.30 | 5.92 | 2.06 | 5.70 | 15.82 | -1.04 | 10.20 | 14.34 | 5.45 | 8.18 | 19.89 | 1.71 | 6.27 |
| Sharpe Ratio | NA | 0.38 | -0.18 | 0.28 | 0.33 | NA | NA | … | … | 0.03 | 0.24 | 0.77 | -1.55 | 0.73 | 1.55 | 2.07 | -0.61 | 2.21 | 1.24 | -0.89 | 0.50 | 1.75 | 1.33 | 0.27 | 0.61 | 1.97 | -0.44 | 0.72 | 1.37 | 0.52 | 0.96 | 3.10 | 0.13 | 1.04 |
| Standard Deviation(%) | NA | 8.89 | 8.49 | 8.57 | 7.26 | NA | NA | … | … | 11.75 | 8.88 | 7.56 | 8.89 | 8.54 | 8.76 | 4.01 | 7.72 | 4.30 | 4.69 | 6.63 | 5.43 | 7.02 | 4.41 | 7.59 | 9.28 | 7.97 | 4.43 | 9.96 | 8.07 | 6.25 | 7.55 | 6.20 | 4.55 | 3.82 |
| Draw Down(%) | NA | 6.17 | 12.00 | 14.92 | 14.92 | NA | NA | … | … | 1.03 | 6.17 | 6.40 | 13.37 | 4.10 | 9.05 | 2.23 | 9.16 | 1.88 | 4.01 | 9.92 | 5.25 | 4.80 | 4.24 | 6.44 | 8.87 | 4.69 | 7.63 | 6.84 | 9.83 | 4.40 | 7.44 | 3.31 | 5.00 | 2.30 |
| Yield(%) | NA | 3.25 | 3.09 | 2.75 | 2.47 | NA | NA | … | … | NA | 0.89 | 3.20 | 2.04 | 3.36 | 2.01 | 3.06 | 2.45 | 0.52 | 3.04 | 2.37 | 2.63 | 1.40 | 3.24 | 2.09 | 3.37 | 4.11 | 2.98 | 2.82 | 3.07 | 2.46 | 3.17 | 3.83 | 3.76 | 5.39 |
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 |
|---|---|---|---|---|
| Citizens Financial Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-0.36%
Apr 2021 – Apr 2024 |
1.77%
Dec 2013 – Dec 2018 |
2.73%
Oct 2013 – Oct 2023 |
4.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Citizens Financial Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
12.72%
Apr 2003 – Apr 2006 |
12.39%
Oct 2002 – Oct 2007 |
8.95%
Apr 2001 – Apr 2011 |
7.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart