Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNION BANK 401K PLAN Tactical Asset Allocation Moderate | NA | 24.99% | 6.80% | 9.77% | 8.15% | 9.00% | 7.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNION BANK 401K 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 (%) | -1.12 | 24.99 | 6.80 | 9.77 | 8.15 | 9.00 | 7.94 | … | … | 0.10 | 6.59 | 14.95 | -7.41 | 11.00 | 13.93 | 20.68 | -3.85 | 13.37 | 9.29 | -1.84 | 6.30 | 19.83 | 13.90 | -4.08 | 14.39 | -6.55 | -14.52 | 14.48 | 23.26 | 8.95 | 15.56 | 14.63 | -15.27 | -8.59 |
| Sharpe Ratio | NA | 0.08 | 0.03 | 0.36 | 0.52 | NA | NA | … | … | 0.00 | 0.00 | 1.32 | -0.72 | 1.00 | 0.71 | 2.51 | -0.52 | 2.58 | 1.07 | -0.20 | 0.79 | 2.40 | 1.67 | -0.20 | 0.79 | -0.36 | -1.03 | 0.73 | 1.71 | 0.76 | 1.61 | 1.66 | -1.39 | -1.26 |
| Standard Deviation(%) | NA | 12.48 | 11.17 | 13.20 | 10.99 | NA | NA | … | … | 8.60 | 12.59 | 8.10 | 12.23 | 10.96 | 19.42 | 7.67 | 9.95 | 4.94 | 8.51 | 9.18 | 7.95 | 8.23 | 8.31 | 20.38 | 18.00 | 18.49 | 14.92 | 15.85 | 11.71 | 8.91 | 9.07 | 8.40 | 11.79 | 8.68 |
| Draw Down(%) | NA | 10.25 | 13.33 | 21.45 | 21.45 | NA | NA | … | … | 0.76 | 10.25 | 5.50 | 13.48 | 5.13 | 21.45 | 3.33 | 14.07 | 2.35 | 6.47 | 10.43 | 5.01 | 4.77 | 5.89 | 20.06 | 13.90 | 23.87 | 24.08 | 11.24 | 12.98 | 7.00 | 7.46 | 8.70 | 22.48 | 17.34 |
| Yield(%) | NA | 3.72 | 4.16 | 3.95 | 3.41 | NA | NA | … | … | NA | 1.21 | 3.78 | 3.60 | 4.86 | 5.05 | 2.67 | 3.92 | 2.60 | 1.70 | 3.28 | 3.23 | 2.17 | 4.45 | 1.41 | 1.96 | 1.71 | 2.27 | 4.97 | 5.82 | 4.48 | 3.31 | 1.91 | 1.63 | 1.66 |
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 |
|---|---|---|---|---|
| UNION BANK 401K PLAN Tactical Asset Allocation Moderate |
-7.68%
Jun 2007 – Jun 2010 |
-1.44%
Oct 2007 – Oct 2012 |
3.70%
Sep 2001 – Sep 2011 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNION BANK 401K PLAN Tactical Asset Allocation Moderate |
20.68%
Oct 2004 – Oct 2007 |
15.63%
Oct 2002 – Oct 2007 |
10.10%
Sep 2011 – Sep 2021 |
9.51%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart