Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.22% | 1.92% | 5.59% | 5.57% | 7.12% | 6.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing 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 (%) | -1.07 | 24.22 | 1.92 | 5.59 | 5.57 | 7.12 | 6.65 | … | … | 0.45 | 8.36 | 12.13 | -14.37 | 5.40 | 14.53 | 18.75 | -5.28 | 11.61 | 4.66 | 1.57 | 6.52 | 16.64 | 11.78 | -0.03 | 13.40 | 23.00 | -20.33 | 9.03 | 9.84 | 9.19 | 13.27 | 18.93 | -8.65 | 2.61 |
| Sharpe Ratio | NA | 0.35 | -0.21 | 0.18 | 0.36 | NA | NA | … | … | 0.05 | 0.19 | 0.91 | -1.10 | 0.61 | 0.79 | 2.62 | -0.70 | 2.40 | 0.49 | 0.19 | 1.02 | 2.43 | 1.58 | 0.00 | 1.21 | 1.39 | -1.00 | 0.72 | 0.89 | 1.18 | 1.67 | 2.14 | -0.80 | 0.03 |
| Standard Deviation(%) | NA | 9.11 | 11.00 | 12.39 | 10.32 | NA | NA | … | … | 8.19 | 9.18 | 8.64 | 14.26 | 8.78 | 18.09 | 6.63 | 9.38 | 4.56 | 9.05 | 7.99 | 6.38 | 6.83 | 7.40 | 13.82 | 11.05 | 16.51 | 21.16 | 8.42 | 7.40 | 5.95 | 7.37 | 8.51 | 12.26 | 9.39 |
| Draw Down(%) | NA | 5.80 | 20.69 | 22.05 | 22.05 | NA | NA | … | … | 0.69 | 5.79 | 8.59 | 20.98 | 5.07 | 22.05 | 3.15 | 12.28 | 2.22 | 7.35 | 6.85 | 4.82 | 5.18 | 5.80 | 13.22 | 7.75 | 15.82 | 33.40 | 5.38 | 7.85 | 4.15 | 5.59 | 8.00 | 18.07 | 13.29 |
| Yield(%) | NA | 4.63 | 3.09 | 2.79 | 3.43 | NA | NA | … | … | NA | 0.56 | 4.68 | 2.07 | 2.07 | 2.76 | 2.11 | 5.66 | 0.57 | 5.73 | 5.56 | 3.00 | 1.43 | 2.53 | 3.45 | 2.84 | 2.82 | 3.66 | 7.12 | 4.94 | 4.66 | 4.11 | 2.98 | 0.97 | 2.40 |
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 |
|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Strategic Asset Allocation – Opt |
-5.71%
Feb 2006 – Feb 2009 |
0.47%
Feb 2004 – Feb 2009 |
4.19%
Oct 2013 – Oct 2023 |
4.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Home Federal Savings Bank Employees Savings and Profit Sharing Plan Strategic Asset Allocation – Opt |
18.22%
Feb 2009 – Feb 2012 |
15.61%
Feb 2009 – Feb 2014 |
10.02%
Feb 2009 – Feb 2019 |
8.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart