Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.29% | -0.79% | 2.61% | 3.65% | 5.53% | 5.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 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 (%) | -0.62 | 21.29 | -0.79 | 2.61 | 3.65 | 5.53 | 5.21 | … | … | 0.31 | 2.49 | 7.85 | -12.12 | -1.85 | 10.77 | 13.91 | -4.37 | 8.88 | 6.79 | 0.00 | 3.49 | 17.74 | 11.01 | -0.82 | 10.80 | 20.10 | -24.66 | 5.67 | 12.05 | 13.70 | 14.99 | 27.86 | -4.60 | 5.56 |
| Sharpe Ratio | NA | -0.40 | -0.47 | -0.11 | 0.13 | NA | NA | … | … | 0.10 | -0.49 | 0.44 | -1.06 | -0.17 | 0.59 | 1.82 | -0.56 | 1.69 | 0.81 | 0.00 | 0.53 | 2.50 | 1.65 | -0.07 | 0.97 | 1.37 | -1.32 | 0.33 | 1.36 | 1.87 | 1.98 | 2.91 | -0.44 | 0.31 |
| Standard Deviation(%) | NA | 8.30 | 10.00 | 12.16 | 10.26 | NA | NA | … | … | 2.69 | 8.39 | 8.22 | 12.76 | 10.71 | 17.98 | 6.85 | 10.19 | 4.88 | 8.13 | 8.70 | 6.54 | 7.09 | 6.63 | 12.29 | 11.06 | 14.57 | 19.44 | 8.22 | 6.46 | 6.16 | 7.10 | 9.35 | 12.88 | 10.39 |
| Draw Down(%) | NA | 9.59 | 19.01 | 25.14 | 25.14 | NA | NA | … | … | 0.12 | 9.59 | 8.26 | 19.28 | 10.19 | 23.17 | 2.68 | 13.66 | 2.66 | 6.53 | 8.85 | 5.04 | 4.36 | 5.27 | 11.45 | 9.19 | 15.19 | 33.89 | 6.85 | 7.42 | 3.95 | 5.06 | 7.25 | 16.96 | 11.86 |
| Yield(%) | NA | 3.68 | 4.09 | 3.55 | 3.68 | NA | NA | … | … | NA | 0.75 | 3.56 | 5.06 | 2.66 | 2.88 | 2.72 | 3.75 | 0.15 | 4.19 | 6.42 | 4.70 | 5.11 | 3.99 | 2.48 | 1.77 | 2.41 | 4.79 | 7.87 | 6.50 | 9.57 | 7.92 | 7.99 | 6.32 | 5.43 |
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 |
|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.14%
Feb 2006 – Feb 2009 |
-0.77%
Sep 2017 – Sep 2022 |
2.38%
Oct 2013 – Oct 2023 |
2.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.31%
Mar 2003 – Mar 2006 |
15.89%
Sep 2002 – Sep 2007 |
9.10%
Feb 2009 – Feb 2019 |
8.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart