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 Strategic Asset Allocation – Optimal Moderate | NA | 26.14% | 3.28% | 7.34% | 6.17% | 6.97% | 6.08% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.03 | 26.14 | 3.28 | 7.34 | 6.17 | 6.97 | 6.08 | … | … | 0.14 | 10.28 | 11.23 | -12.63 | 9.03 | 16.19 | 18.27 | -4.36 | 11.35 | 4.60 | -0.74 | 4.90 | 15.93 | 9.36 | -1.63 | 10.63 | 20.85 | -25.08 | 8.10 | 12.93 | 6.99 | 8.71 | 18.62 | -9.68 | -5.07 |
| Sharpe Ratio | NA | 0.51 | -0.14 | 0.31 | 0.42 | NA | NA | … | … | 0.01 | 0.41 | 0.79 | -1.03 | 1.01 | 0.86 | 2.64 | -0.58 | 2.39 | 0.53 | -0.09 | 0.72 | 2.27 | 1.15 | -0.11 | 0.87 | 1.24 | -1.19 | 0.53 | 1.41 | 0.79 | 1.09 | 2.06 | -0.88 | -0.68 |
| Standard Deviation(%) | NA | 8.90 | 10.69 | 12.39 | 10.31 | NA | NA | … | … | 8.89 | 8.95 | 8.84 | 13.55 | 8.95 | 18.56 | 6.38 | 9.80 | 4.49 | 8.29 | 8.51 | 6.80 | 7.02 | 8.12 | 15.08 | 12.13 | 16.80 | 21.93 | 9.57 | 6.86 | 6.12 | 7.11 | 8.70 | 12.22 | 10.78 |
| Draw Down(%) | NA | 5.91 | 19.62 | 21.21 | 21.21 | NA | NA | … | … | 0.84 | 5.82 | 7.97 | 19.73 | 4.81 | 21.21 | 2.77 | 11.72 | 1.74 | 7.22 | 8.20 | 4.68 | 5.63 | 6.79 | 15.25 | 9.46 | 16.71 | 33.12 | 6.30 | 7.09 | 4.51 | 4.98 | 8.91 | 18.67 | 17.81 |
| Yield(%) | NA | 4.83 | 4.01 | 3.58 | 3.39 | NA | NA | … | … | NA | 0.85 | 4.54 | 3.81 | 2.79 | 3.76 | 1.97 | 7.66 | 0.42 | 2.82 | 2.69 | 2.78 | 4.10 | 1.47 | 1.85 | 0.90 | 0.92 | 2.01 | 4.72 | 4.75 | 4.17 | 2.40 | 1.01 | 0.83 | 1.60 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.60%
Feb 2006 – Feb 2009 |
-1.49%
Feb 2004 – Feb 2009 |
3.81%
May 2007 – May 2017 |
3.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNION BANK 401K PLAN Strategic Asset Allocation – Optimal Moderate |
15.89%
Feb 2009 – Feb 2012 |
13.87%
Feb 2009 – Feb 2014 |
8.91%
Feb 2009 – Feb 2019 |
8.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart