Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate | 2.66% | 11.07% | 12.29% | 6.13% | 8.08% | 7.33% | 8.37% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.24 | 11.07 | 12.29 | 6.13 | 8.08 | 7.33 | 8.37 | … | … | 2.66 | 9.82 | 11.31 | 16.20 | -17.03 | 15.08 | 15.38 | 13.88 | -4.49 | 16.31 | 6.96 | -4.38 | 4.86 | 14.56 | 18.06 | 2.80 | 21.46 | 23.01 | -2.70 | 3.68 | 12.75 | 4.48 | 9.36 | 14.50 | 7.41 | 1.55 |
| Sharpe Ratio | NA | 1.70 | 0.96 | 0.34 | 0.70 | NA | NA | … | … | 0.40 | 0.64 | 0.91 | 1.24 | -1.15 | 1.73 | 1.70 | 2.26 | -0.79 | 3.94 | 1.31 | -0.59 | 0.79 | 1.92 | 3.15 | 0.25 | 2.35 | 3.69 | -0.53 | 0.09 | 1.97 | 0.42 | 1.50 | 3.22 | 1.32 | -0.18 |
| Standard Deviation(%) | NA | 7.96 | 9.62 | 11.09 | 9.26 | NA | NA | … | … | 9.43 | 10.84 | 8.46 | 10.11 | 16.04 | 8.70 | 8.92 | 5.49 | 7.43 | 3.97 | 5.17 | 7.43 | 6.10 | 7.58 | 5.72 | 11.26 | 9.11 | 6.20 | 6.99 | 5.96 | 4.73 | 5.24 | 5.57 | 4.29 | 4.75 | 4.84 |
| Draw Down(%) | NA | 6.21 | 12.00 | 22.18 | 22.18 | NA | NA | … | … | 6.21 | 11.06 | 4.99 | 8.99 | 22.18 | 4.76 | 10.77 | 3.45 | 10.56 | 1.32 | 3.64 | 10.52 | 5.32 | 8.43 | 3.47 | 10.62 | 6.16 | 2.49 | 5.95 | 4.08 | 2.86 | 3.56 | 6.51 | 2.17 | 5.59 | 3.73 |
| Yield(%) | NA | 4.72 | 3.96 | 3.18 | 3.42 | NA | NA | … | … | NA | NA | 1.55 | 4.37 | 3.35 | 2.76 | 1.63 | 2.88 | 2.89 | 4.07 | 3.66 | 3.12 | 4.96 | 3.52 | 5.79 | 6.07 | 5.30 | 6.32 | 4.46 | 4.05 | 4.18 | 4.70 | 3.93 | 4.74 | 5.08 | 1.79 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate |
1.83%
Apr 2021 – Apr 2024 |
3.48%
Sep 2017 – Sep 2022 |
4.53%
Oct 2013 – Oct 2023 |
7.01%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate |
17.30%
Mar 2009 – Mar 2012 |
16.20%
Feb 2009 – Feb 2014 |
11.04%
Apr 2003 – Apr 2013 |
9.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart