Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST SOUTH BANK EMPLOYEES` SAVINGS & PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 15.24% | 1.14% | 5.19% | 4.21% | 5.42% | 6.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST SOUTH BANK EMPLOYEES` SAVINGS & PROFIT SHARING PLAN AND TRUST 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 (%) | -0.55 | 15.24 | 1.14 | 5.19 | 4.21 | 5.42 | 6.25 | … | … | 0.64 | 2.61 | 9.41 | -13.60 | 9.85 | 15.77 | 13.25 | -4.55 | 10.07 | 4.60 | -4.92 | 0.65 | 14.12 | 7.66 | 5.46 | 7.91 | 18.00 | -2.81 | 10.13 | 13.15 | 5.14 | 10.22 | 19.39 | 6.92 | 6.70 |
| Sharpe Ratio | NA | -0.19 | -0.47 | 0.20 | 0.29 | NA | NA | … | … | 0.05 | -0.34 | 0.66 | -1.57 | 0.99 | 1.88 | 2.86 | -0.80 | 1.79 | 1.00 | -0.88 | 0.10 | 1.93 | 1.15 | 0.69 | 0.72 | 2.14 | -0.77 | 0.77 | 1.25 | 0.48 | 1.33 | 2.50 | 1.16 | 0.80 |
| Standard Deviation(%) | NA | 11.89 | 9.92 | 9.61 | 7.83 | NA | NA | … | … | 12.35 | 11.88 | 7.79 | 9.54 | 9.88 | 8.29 | 4.14 | 7.33 | 5.28 | 4.41 | 5.65 | 6.16 | 7.30 | 6.64 | 7.92 | 10.86 | 8.37 | 4.83 | 9.30 | 7.91 | 6.22 | 6.98 | 7.49 | 5.02 | 5.52 |
| Draw Down(%) | NA | 10.36 | 14.20 | 14.65 | 14.65 | NA | NA | … | … | 0.99 | 10.34 | 7.18 | 14.65 | 4.32 | 5.73 | 2.06 | 9.50 | 3.00 | 3.58 | 7.94 | 6.23 | 4.69 | 5.88 | 4.57 | 9.53 | 4.20 | 6.28 | 6.45 | 9.57 | 4.80 | 5.85 | 4.28 | 2.99 | 4.75 |
| Yield(%) | NA | 2.83 | 5.39 | 5.13 | 3.96 | NA | NA | … | … | NA | 0.62 | 2.76 | 3.48 | 9.50 | 5.44 | 4.78 | 5.92 | 0.05 | 2.51 | 1.97 | 3.42 | 2.94 | 2.31 | 3.72 | 2.50 | 3.64 | 3.48 | 9.63 | 7.04 | 6.95 | 3.96 | 4.03 | 4.90 | 6.27 |
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 SOUTH BANK EMPLOYEES` SAVINGS & PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moder |
-1.01%
Dec 2021 – Dec 2024 |
1.01%
Dec 2013 – Dec 2018 |
2.93%
Oct 2013 – Oct 2023 |
4.92%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST SOUTH BANK EMPLOYEES` SAVINGS & PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moder |
13.41%
Apr 2003 – Apr 2006 |
12.36%
Oct 2002 – Oct 2007 |
9.93%
Mar 2002 – Mar 2012 |
8.10%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart