Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 23.96% | 1.94% | 8.14% | 6.47% | 6.88% | 7.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST 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 (%) | -1.17 | 23.96 | 1.94 | 8.14 | 6.47 | 6.88 | 7.65 | … | … | 0.33 | 5.62 | 15.31 | -16.81 | 6.71 | 24.30 | 20.82 | -7.85 | 14.05 | 7.55 | -4.50 | 1.79 | 15.80 | 5.97 | 3.97 | 8.45 | 21.36 | -2.20 | 10.18 | 13.56 | 5.30 | 13.16 | 20.52 | 4.82 | 1.98 |
| Sharpe Ratio | NA | 0.02 | -0.25 | 0.34 | 0.49 | NA | NA | … | … | 0.03 | -0.08 | 1.31 | -1.58 | 0.73 | 2.32 | 2.73 | -1.00 | 3.01 | 1.72 | -0.79 | 0.28 | 2.19 | 1.08 | 0.53 | 0.80 | 2.74 | -0.58 | 0.74 | 1.30 | 0.49 | 1.61 | 4.07 | 1.13 | -0.09 |
| Standard Deviation(%) | NA | 11.64 | 10.64 | 10.34 | 8.61 | NA | NA | … | … | 10.06 | 11.65 | 8.45 | 11.52 | 9.16 | 10.39 | 7.11 | 9.13 | 4.45 | 4.27 | 5.70 | 6.24 | 7.21 | 5.48 | 7.39 | 10.40 | 7.77 | 5.35 | 9.68 | 7.93 | 6.34 | 7.58 | 4.88 | 3.29 | 3.68 |
| Draw Down(%) | NA | 9.86 | 16.06 | 19.92 | 19.92 | NA | NA | … | … | 0.84 | 9.75 | 8.04 | 17.82 | 5.33 | 7.77 | 3.24 | 14.23 | 1.88 | 3.50 | 8.26 | 6.07 | 5.02 | 5.88 | 5.43 | 9.53 | 4.40 | 8.46 | 7.27 | 9.95 | 6.04 | 7.70 | 2.53 | 1.36 | 3.56 |
| Yield(%) | NA | 6.57 | 5.47 | 5.07 | 4.96 | NA | NA | … | … | NA | 0.42 | 6.97 | 3.66 | 5.66 | 4.16 | 5.12 | 11.13 | 5.45 | 2.95 | 1.90 | 3.46 | 1.74 | 3.24 | 2.82 | 3.03 | 4.82 | 3.47 | 5.80 | 5.60 | 5.37 | 3.26 | 4.17 | 4.21 | 3.31 |
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 |
|---|---|---|---|---|
| HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
-0.13%
Apr 2021 – Apr 2024 |
1.90%
Dec 2013 – Dec 2018 |
4.58%
Oct 2013 – Oct 2023 |
5.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HANCOCK BANK 401(k) SAVINGS AND INVESTMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
17.02%
Dec 2018 – Dec 2021 |
13.35%
Oct 2002 – Oct 2007 |
10.18%
Apr 2001 – Apr 2011 |
8.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart