Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 22.60% | 4.25% | 8.17% | 3.50% | 5.12% | 7.16% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Yadkin Valley Bank Trust Company 401(k) Profit Sharing 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 (%) | -1.08 | 22.60 | 4.25 | 8.17 | 3.50 | 5.12 | 7.16 | … | … | 0.70 | 6.56 | 16.21 | -15.30 | 15.03 | 13.66 | 13.04 | -14.07 | 4.46 | 0.53 | -4.66 | 5.36 | 15.72 | 12.27 | -2.36 | 5.84 | 12.73 | -10.52 | 21.52 | 31.24 | 13.49 | 12.96 | 21.02 | -12.27 | 2.31 |
| Sharpe Ratio | NA | 0.17 | -0.18 | 0.40 | 0.14 | NA | NA | … | … | 0.08 | 0.00 | 1.43 | -1.42 | 1.78 | 1.13 | 1.26 | -1.07 | 0.49 | 0.04 | -0.49 | 0.69 | 2.22 | 1.63 | -0.17 | 0.51 | 1.26 | -1.60 | 1.29 | 2.37 | 1.55 | 1.11 | 2.72 | -1.75 | 0.01 |
| Standard Deviation(%) | NA | 9.27 | 9.94 | 10.09 | 10.14 | NA | NA | … | … | 8.52 | 9.29 | 8.38 | 11.79 | 8.41 | 11.86 | 9.25 | 14.35 | 7.76 | 9.09 | 9.46 | 7.77 | 7.06 | 7.50 | 13.90 | 11.36 | 10.03 | 7.17 | 14.42 | 11.82 | 7.32 | 10.86 | 7.48 | 7.64 | 0.05 |
| Draw Down(%) | NA | 9.13 | 15.31 | 16.52 | 24.75 | NA | NA | … | … | 0.62 | 9.13 | 6.65 | 16.04 | 3.47 | 10.03 | 4.73 | 22.59 | 7.07 | 7.40 | 12.86 | 5.21 | 3.52 | 5.92 | 14.79 | 13.34 | 5.53 | 12.13 | 10.41 | 16.04 | 6.94 | 13.37 | 3.47 | 15.43 | 0.00 |
| Yield(%) | NA | 2.29 | 4.16 | 4.12 | 3.23 | NA | NA | … | … | NA | 0.59 | 2.19 | 2.54 | 7.92 | 4.98 | 2.99 | 4.88 | 0.30 | 0.88 | 3.98 | 1.82 | 0.62 | 0.77 | 0.81 | 0.27 | 1.41 | 4.46 | 1.28 | 2.69 | 1.15 | 0.95 | 0.51 | 0.73 | 2.31 |
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 |
|---|---|---|---|---|
| Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-3.37%
Dec 2015 – Dec 2018 |
-2.08%
Feb 2015 – Feb 2020 |
2.19%
Oct 2013 – Oct 2023 |
2.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
27.56%
Oct 2004 – Oct 2007 |
21.08%
Oct 2002 – Oct 2007 |
11.67%
Apr 2003 – Apr 2013 |
9.26%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart