Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The City National Bank of Taylor 401K Plan Tactical Asset Allocation Moderate | NA | 14.31% | 14.54% | 11.80% | 6.89% | 8.32% | 9.69% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The City National Bank of Taylor 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | 0.07 | 14.31 | 14.54 | 11.80 | 6.89 | 8.32 | 9.69 | … | … | -0.69 | 19.48 | 4.66 | 13.58 | 19.86 | 11.58 | -7.67 | 8.97 | 7.29 | -6.49 | 3.94 | 12.22 | 7.32 | -2.85 | 13.64 | 30.45 | -10.35 | 24.98 | 17.57 | 14.45 | 18.10 | 34.12 | 8.73 | 7.02 |
| Sharpe Ratio | NA | 1.08 | 1.05 | 1.32 | 0.84 | NA | NA | … | … | -0.12 | 2.22 | 0.36 | 1.13 | 2.47 | 1.94 | -1.21 | 1.60 | 1.14 | -1.02 | 0.56 | 1.66 | 1.19 | -0.28 | 0.93 | 2.71 | -1.27 | 1.84 | 1.51 | 1.78 | 2.00 | 5.67 | 1.61 | 0.94 |
| Standard Deviation(%) | NA | 6.92 | 9.46 | 8.57 | 7.57 | NA | NA | … | … | 7.94 | 6.87 | 9.12 | 11.96 | 7.96 | 5.25 | 7.40 | 5.21 | 6.20 | 6.37 | 6.96 | 7.35 | 6.11 | 10.13 | 14.51 | 11.21 | 8.89 | 11.92 | 9.47 | 6.91 | 8.57 | 5.89 | 4.74 | 5.03 |
| Draw Down(%) | NA | 4.28 | 9.04 | 9.04 | 13.17 | NA | NA | … | … | 1.89 | 4.28 | 8.22 | 9.04 | 7.92 | 2.87 | 13.17 | 2.82 | 5.05 | 11.16 | 7.22 | 6.45 | 5.58 | 12.07 | 10.52 | 5.18 | 17.31 | 9.73 | 13.63 | 5.62 | 10.81 | 4.25 | 6.11 | 3.57 |
| Yield(%) | NA | 13.55 | 11.80 | 8.56 | 5.99 | NA | NA | … | … | 0.99 | 14.04 | 12.68 | 8.48 | 3.72 | 3.83 | 4.26 | 0.50 | 3.18 | 4.70 | 4.65 | 2.81 | 3.19 | 5.59 | 2.25 | 3.63 | 3.15 | 8.52 | 9.08 | 4.04 | 3.72 | 5.38 | 5.43 | 8.10 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| The City National Bank of Taylor 401K Plan Tactical Asset Allocation Moderate |
0.97%
Jun 2014 – Jun 2017 |
0.96%
Dec 2013 – Dec 2018 |
3.90%
Apr 2010 – Apr 2020 |
6.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The City National Bank of Taylor 401K Plan Tactical Asset Allocation Moderate |
23.53%
Jan 2003 – Jan 2006 |
23.06%
Oct 2002 – Oct 2007 |
15.79%
Apr 2001 – Apr 2011 |
11.25%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart