Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 20.33% | 2.49% | 5.38% | 4.49% | 5.97% | 5.72% | 5.70% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Huntington Investment and Tax Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.88 | 20.33 | 2.49 | 5.38 | 4.49 | 5.97 | 5.72 | 5.70 | NA | 8.93 | 9.06 | -10.99 | 6.64 | 10.35 | 16.51 | -5.90 | 7.59 | 2.70 | 1.62 | 2.52 | 13.03 | 9.82 | 2.98 | 13.47 | 22.01 | -18.88 | 8.80 | 10.89 | 5.40 | 10.04 | 16.59 | -4.89 | 1.02 |
| Sharpe Ratio | NA | 0.46 | -0.18 | 0.18 | 0.29 | NA | NA | 0.44 | 0.07 | 0.30 | 0.63 | -1.05 | 0.73 | 0.58 | 2.06 | -0.75 | 1.03 | 0.31 | 0.19 | 0.39 | 2.02 | 1.62 | 0.26 | 1.46 | 1.59 | -1.17 | 0.75 | 1.20 | 0.58 | 1.42 | 2.44 | -0.63 | -0.16 |
| Standard Deviation(%) | NA | 7.79 | 9.29 | 11.32 | 9.82 | NA | NA | 9.46 | 6.16 | 7.85 | 7.64 | 11.79 | 9.01 | 17.33 | 7.32 | 9.57 | 6.73 | 7.95 | 8.55 | 6.47 | 6.43 | 6.04 | 11.16 | 9.19 | 13.77 | 16.87 | 7.78 | 6.34 | 5.52 | 6.40 | 6.51 | 9.54 | 8.31 |
| Draw Down(%) | NA | 5.91 | 15.68 | 22.22 | 22.22 | NA | NA | 29.41 | 0.42 | 5.91 | 6.96 | 16.20 | 4.46 | 22.22 | 4.27 | 13.10 | 6.11 | 8.20 | 7.93 | 5.40 | 5.32 | 4.73 | 10.16 | 6.56 | 13.03 | 28.38 | 5.15 | 7.20 | 4.43 | 5.53 | 6.62 | 14.19 | 10.04 |
| Yield(%) | NA | 3.35 | 3.50 | 3.15 | 2.95 | NA | NA | 3.48 | NA | 0.71 | 3.39 | 1.72 | 4.62 | 3.25 | 1.98 | 3.99 | 0.32 | 1.31 | 5.10 | 3.23 | 2.91 | 3.35 | 2.37 | 5.64 | 2.81 | 3.33 | 8.12 | 5.46 | 3.86 | 3.28 | 2.46 | 2.76 | 4.02 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.42%
Feb 2006 - Feb 2009 |
0.25%
Feb 2004 - Feb 2009 |
3.12%
Oct 2013 - Oct 2023 |
4.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.56%
Feb 2009 - Feb 2012 |
14.36%
Feb 2009 - Feb 2014 |
8.51%
Feb 2009 - Feb 2019 |
7.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart