Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOME BANK PROFIT SHARING 401(K) PLAN Tactical Asset Allocation Moderate | NA | 15.99% | 0.41% | 5.40% | 3.53% | 3.78% | 5.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOME BANK PROFIT SHARING 401(K) 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 (%) | -0.95 | 15.99 | 0.41 | 5.40 | 3.53 | 3.78 | 5.56 | … | … | 0.47 | 2.92 | 13.01 | -13.88 | 2.55 | 21.20 | 9.37 | -5.70 | -0.52 | 6.41 | -1.48 | 3.51 | 11.68 | -5.33 | 0.17 | 9.90 | 13.38 | 3.69 | 15.82 | 13.73 | 6.59 | 10.24 | 9.46 | 4.38 | 5.50 |
| Sharpe Ratio | NA | -0.25 | -0.35 | 0.23 | 0.19 | NA | NA | … | … | 0.04 | -0.35 | 1.19 | -1.62 | 0.26 | 3.10 | 1.98 | -0.90 | -0.15 | 1.56 | -0.31 | 0.65 | 1.92 | -0.73 | 0.02 | 1.06 | 1.76 | 0.46 | 1.61 | 1.56 | 0.83 | 1.27 | 1.48 | 0.71 | 0.56 |
| Standard Deviation(%) | NA | 10.42 | 9.16 | 8.88 | 7.56 | NA | NA | … | … | 9.49 | 10.40 | 7.36 | 9.42 | 9.73 | 6.75 | 4.02 | 7.81 | 7.81 | 3.99 | 4.86 | 5.41 | 6.08 | 7.40 | 8.48 | 9.23 | 7.54 | 6.03 | 7.98 | 6.70 | 5.31 | 7.34 | 5.92 | 4.64 | 5.74 |
| Draw Down(%) | NA | 8.89 | 13.82 | 19.88 | 19.88 | NA | NA | … | … | 0.80 | 8.89 | 6.56 | 14.64 | 8.69 | 4.29 | 1.89 | 11.62 | 7.70 | 3.17 | 4.38 | 5.10 | 4.53 | 9.94 | 9.68 | 7.93 | 4.28 | 4.77 | 5.98 | 7.82 | 4.16 | 8.06 | 5.03 | 3.40 | 4.88 |
| Yield(%) | NA | 3.56 | 3.66 | 3.54 | 3.14 | NA | NA | … | … | NA | 0.49 | 3.68 | 2.65 | 4.38 | 4.69 | 2.83 | 5.40 | 0.05 | 3.41 | 1.16 | 3.54 | 7.57 | 3.68 | 2.95 | 2.66 | 3.27 | 4.87 | 5.50 | 3.24 | 4.89 | 2.64 | 1.53 | 3.09 | 5.24 |
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 |
|---|---|---|---|---|
| HOME BANK PROFIT SHARING 401(K) PLAN Tactical Asset Allocation Moderate |
-1.11%
Apr 2021 – Apr 2024 |
0.36%
Dec 2013 – Dec 2018 |
2.52%
Oct 2013 – Oct 2023 |
3.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOME BANK PROFIT SHARING 401(K) PLAN Tactical Asset Allocation Moderate |
14.81%
Oct 2004 – Oct 2007 |
12.20%
Apr 2005 – Apr 2010 |
9.84%
Apr 2001 – Apr 2011 |
6.81%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart