Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| First Federal of Northern Michigan Employees #8217 Savings Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 11.39% | -4.25% | 2.46% | 3.14% | 4.51% | 5.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| First Federal of Northern Michigan Employees #8217 Savings 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 (%) | -1.05 | 11.39 | -4.25 | 2.46 | 3.14 | 4.51 | 5.46 | … | … | 0.35 | -1.98 | 7.49 | -16.91 | 2.09 | 17.68 | 10.82 | -5.14 | 13.09 | 8.12 | -4.52 | -2.87 | 14.77 | 6.57 | 1.04 | 11.82 | 25.73 | -8.43 | 15.34 | 11.27 | 2.84 | 9.83 | 14.19 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.73 | -0.56 | -0.11 | 0.10 | NA | NA | … | … | 0.05 | -0.90 | 0.15 | -2.03 | 0.20 | 2.00 | 1.90 | -0.84 | 1.92 | 1.54 | -0.89 | -0.49 | 1.98 | 0.98 | 0.12 | 1.00 | 2.71 | -2.04 | 1.07 | 1.14 | 0.11 | 1.13 | 1.75 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.43 | 14.44 | 12.75 | 9.95 | NA | NA | … | … | 6.24 | 9.50 | 21.36 | 9.01 | 10.52 | 8.72 | 4.95 | 7.72 | 6.48 | 5.15 | 5.11 | 5.85 | 7.44 | 6.65 | 8.24 | 11.69 | 9.47 | 4.59 | 11.53 | 7.05 | 6.31 | 7.85 | 7.72 | 0.01 | 0.05 |
| Draw Down(%) | NA | 8.22 | 21.53 | 26.29 | 26.29 | NA | NA | … | … | 0.35 | 8.20 | 10.68 | 17.67 | 9.00 | 9.93 | 4.07 | 11.49 | 3.07 | 3.67 | 8.18 | 6.46 | 4.69 | 6.35 | 7.55 | 9.71 | 5.12 | 9.08 | 8.22 | 6.08 | 4.87 | 6.99 | 3.65 | 0.00 | 0.00 |
| Yield(%) | NA | 3.31 | 2.44 | 3.20 | 2.69 | NA | NA | … | … | NA | 0.50 | 3.48 | 1.75 | 1.57 | 4.58 | 4.76 | 3.56 | 0.11 | 2.91 | 1.13 | 3.07 | 4.11 | 1.94 | 3.08 | 1.47 | 1.76 | 1.40 | 8.13 | 4.69 | 2.90 | 4.18 | 1.21 | 1.11 | 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 |
|---|---|---|---|---|
| First Federal of Northern Michigan Employees #8217 Savings Profit Sharing Plan Tactical Asset Alloca |
-5.29%
Jun 2021 – Jun 2024 |
0.52%
Jul 2018 – Jul 2023 |
2.00%
Oct 2013 – Oct 2023 |
3.73%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| First Federal of Northern Michigan Employees #8217 Savings Profit Sharing Plan Tactical Asset Alloca |
13.85%
Feb 2009 – Feb 2012 |
12.08%
Feb 2009 – Feb 2014 |
9.14%
Jul 2003 – Jul 2013 |
7.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart