Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | -0.96% | 0.26% | 0.45% | 3.21% | 6.36% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.96 | 0.26 | 0.45 | 3.21 | 6.36 | NA | … | … | -4.56 | 9.09 | -3.74 | 10.05 | 2.20 | -8.44 | 5.61 | 10.38 | 6.07 | -0.23 | 13.24 | 27.97 | -8.21 | 15.22 | 17.73 | 12.08 | 13.28 | 22.19 | -2.66 | 2.31 |
| Sharpe Ratio | NA | -3.33 | -3.24 | -3.26 | -2.20 | NA | NA | … | … | -2.02 | -2.97 | -3.26 | -1.74 | -4.63 | -3.79 | -0.88 | -1.20 | -2.22 | -2.06 | -0.38 | 0.85 | -6.79 | -0.58 | -0.46 | -1.30 | -0.74 | 0.49 | -5.08 | -402.92 |
| Standard Deviation(%) | NA | 6.59 | 6.65 | 6.44 | 8.09 | NA | NA | … | … | 7.44 | 4.76 | 7.77 | 5.27 | 6.90 | 7.11 | 14.65 | 6.80 | 5.62 | 9.09 | 13.98 | 11.00 | 4.09 | 11.83 | 9.97 | 6.90 | 8.51 | 5.88 | 4.41 | 0.05 |
| Draw Down(%) | NA | 9.53 | 10.03 | 10.03 | 14.34 | NA | NA | … | … | 9.53 | 2.33 | 10.03 | 3.24 | 4.77 | 13.16 | 9.08 | 6.53 | 5.78 | 8.57 | 10.74 | 4.96 | 8.88 | 9.79 | 11.49 | 6.08 | 11.85 | 2.93 | 8.51 | 0.00 |
| Yield(%) | NA | 1.65 | 2.74 | 2.27 | 3.46 | NA | NA | … | … | 0.10 | 2.62 | 5.63 | 0.28 | 1.29 | 1.66 | 13.54 | 3.15 | 2.78 | 1.81 | 3.51 | 4.39 | 0.58 | 15.61 | 10.34 | 3.06 | 4.12 | 3.18 | 0.87 | 2.31 |
Data as of 05/29/2020, 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 |
|---|---|---|---|---|
| UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
-0.39%
Dec 2013 – Dec 2016 |
0.06%
Mar 2015 – Mar 2020 |
2.53%
Apr 2010 – Apr 2020 |
6.00%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
19.67%
Oct 2004 – Oct 2007 |
17.03%
Oct 2002 – Oct 2007 |
11.80%
Apr 2003 – Apr 2013 |
9.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart