Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 24.08% | 4.03% | 8.71% | 6.67% | 6.04% | 6.79% | 7.23% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan Tactical Asset Allocation 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 (%) | -0.92 | 24.08 | 4.03 | 8.71 | 6.67 | 6.04 | 6.79 | 7.23 | NA | 9.28 | 14.36 | -9.41 | 7.40 | 15.55 | 17.80 | -5.02 | 10.05 | 8.19 | -3.17 | 6.26 | 20.03 | -6.85 | 1.94 | 2.06 | 12.58 | -0.44 | 9.97 | 12.52 | 8.13 | 10.40 | 16.31 | 3.66 | 7.22 |
| Sharpe Ratio | NA | 0.37 | 0.04 | 0.42 | 0.49 | NA | NA | 0.67 | 0.03 | 0.28 | 1.24 | -0.79 | 0.67 | 1.36 | 2.04 | -0.62 | 1.90 | 1.35 | -0.49 | 0.82 | 2.72 | -0.84 | 0.23 | 0.21 | 1.59 | -0.32 | 0.72 | 1.14 | 0.92 | 1.19 | 2.99 | 0.56 | 1.33 |
| Standard Deviation(%) | NA | 9.44 | 10.66 | 10.86 | 9.27 | NA | NA | 8.18 | 7.61 | 9.47 | 8.17 | 13.60 | 11.05 | 11.25 | 8.03 | 10.24 | 4.96 | 5.92 | 6.58 | 7.63 | 7.34 | 8.25 | 8.17 | 9.61 | 7.85 | 4.31 | 9.72 | 8.13 | 6.46 | 7.93 | 5.22 | 4.53 | 3.68 |
| Draw Down(%) | NA | 8.03 | 13.17 | 18.16 | 18.16 | NA | NA | 18.16 | 0.55 | 7.97 | 6.27 | 13.85 | 8.29 | 8.62 | 4.42 | 15.56 | 2.47 | 3.94 | 7.06 | 4.69 | 3.81 | 11.53 | 6.42 | 9.35 | 3.63 | 7.07 | 7.42 | 9.32 | 4.35 | 6.46 | 2.92 | 3.93 | 2.85 |
| Yield(%) | NA | 10.37 | 6.04 | 6.47 | 5.02 | NA | NA | 3.95 | NA | 0.75 | 10.72 | 5.90 | 1.12 | 9.95 | 3.91 | 3.48 | 5.93 | 4.12 | 1.25 | 2.72 | 4.69 | 1.87 | 1.36 | 1.95 | 3.34 | 3.45 | 2.64 | 4.07 | 2.59 | 1.21 | 4.16 | 4.20 | 5.47 |
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 |
|---|---|---|---|---|
| 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.04%
Dec 2009 - Dec 2012 |
0.95%
Oct 2007 - Oct 2012 |
3.99%
Apr 2010 - Apr 2020 |
4.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan Tactical Asset Allocation Moderate |
13.86%
Apr 2003 - Apr 2006 |
12.42%
Oct 2002 - Oct 2007 |
8.55%
Apr 2001 - Apr 2011 |
7.27%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart