Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BankFinancial and Subsidiaries Associate Investment Plan Tactical Asset Allocation Moderate | NA | 12.28% | 1.31% | 5.54% | 3.64% | 4.70% | 5.31% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BankFinancial and Subsidiaries Associate Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.11 | 12.28 | 1.31 | 5.54 | 3.64 | 4.70 | 5.31 | … | … | 9.89 | 12.46 | -9.11 | 3.67 | 13.14 | 8.14 | -4.05 | 8.80 | 3.17 | -2.64 | 2.82 | 16.31 | 2.31 | -5.70 | 10.25 | 12.61 | -7.69 | 10.24 | 10.56 | 8.17 | 8.72 | 29.77 | -4.71 | 2.31 |
| Sharpe Ratio | NA | 1.06 | -0.16 | 0.35 | 0.33 | NA | NA | … | … | 0.44 | 1.01 | -0.81 | 0.34 | 1.98 | 1.42 | -0.74 | 1.50 | 0.63 | -0.57 | 0.47 | 2.17 | 0.40 | -0.58 | 0.90 | 1.53 | -1.62 | 0.62 | 0.73 | 1.00 | 0.92 | 3.46 | -1.20 | 0.01 |
| Standard Deviation(%) | NA | 8.20 | 10.40 | 9.49 | 7.74 | NA | NA | … | … | 8.26 | 8.10 | 12.89 | 10.68 | 6.51 | 4.73 | 7.26 | 5.44 | 4.73 | 4.70 | 6.00 | 7.49 | 5.68 | 9.82 | 11.35 | 8.15 | 5.32 | 11.60 | 9.93 | 6.02 | 8.42 | 8.39 | 4.87 | 0.05 |
| Draw Down(%) | NA | 5.41 | 18.89 | 20.24 | 20.24 | NA | NA | … | … | 5.41 | 7.55 | 15.29 | 9.24 | 4.34 | 3.20 | 9.53 | 2.72 | 4.49 | 5.29 | 4.99 | 4.75 | 5.41 | 11.61 | 8.99 | 4.55 | 8.15 | 8.22 | 11.89 | 5.19 | 7.39 | 3.81 | 6.59 | 0.00 |
| Yield(%) | NA | 3.04 | 3.72 | 2.99 | 2.57 | NA | NA | … | … | 0.49 | 3.30 | 3.25 | 4.25 | 2.37 | 2.04 | 3.20 | 0.18 | 3.33 | 2.18 | 1.78 | 1.56 | 1.20 | 1.38 | 1.87 | 2.66 | 0.68 | 8.08 | 6.07 | 2.95 | 1.73 | 1.15 | 0.90 | 2.31 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| BankFinancial and Subsidiaries Associate Investment Plan Tactical Asset Allocation Moderate |
0.17%
Apr 2021 – Apr 2024 |
0.59%
Sep 2017 – Sep 2022 |
2.57%
Oct 2013 – Oct 2023 |
2.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BankFinancial and Subsidiaries Associate Investment Plan Tactical Asset Allocation Moderate |
18.47%
Apr 2003 – Apr 2006 |
14.33%
Oct 2002 – Oct 2007 |
8.11%
Apr 2003 – Apr 2013 |
7.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart