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 Strategic Asset Allocation - Equal Weight Moderate | NA | 27.74% | 5.59% | 9.44% | 7.88% | 7.48% | 6.99% | 7.06% |
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 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 (%) | -1.01 | 27.74 | 5.59 | 9.44 | 7.88 | 7.48 | 6.99 | 7.06 | NA | 19.95 | 9.53 | -4.62 | 2.61 | 18.67 | 17.04 | -2.10 | 10.35 | 9.46 | 1.27 | 5.55 | 17.99 | 2.62 | -3.03 | 8.68 | 18.07 | -23.23 | 11.21 | 13.57 | 10.09 | 12.36 | 22.25 | -2.75 | 0.48 |
| Sharpe Ratio | NA | 1.57 | 0.42 | 0.50 | 0.60 | NA | NA | 0.51 | 0.08 | 1.48 | 0.72 | -0.52 | 0.23 | 0.94 | 2.02 | -0.29 | 1.93 | 1.15 | 0.13 | 0.72 | 2.50 | 0.26 | -0.20 | 0.75 | 1.15 | -1.22 | 0.81 | 1.34 | 1.27 | 1.43 | 2.94 | -0.44 | -0.24 |
| Standard Deviation(%) | NA | 9.02 | 9.45 | 12.54 | 10.76 | NA | NA | 10.86 | 9.26 | 9.01 | 7.36 | 11.45 | 11.39 | 19.71 | 7.74 | 11.73 | 5.03 | 8.04 | 9.34 | 7.70 | 7.19 | 9.86 | 15.45 | 11.50 | 15.69 | 19.79 | 10.08 | 7.69 | 6.25 | 7.97 | 7.33 | 8.76 | 7.60 |
| Draw Down(%) | NA | 6.14 | 12.05 | 19.96 | 19.96 | NA | NA | 37.25 | 0.72 | 6.14 | 5.63 | 12.05 | 8.66 | 19.96 | 3.88 | 13.60 | 2.69 | 6.32 | 7.33 | 4.55 | 4.43 | 12.31 | 14.57 | 9.55 | 17.27 | 32.21 | 7.21 | 8.74 | 4.31 | 6.36 | 6.72 | 11.31 | 10.06 |
| Yield(%) | NA | 3.36 | 2.76 | 3.41 | 3.20 | NA | NA | 2.97 | NA | 0.76 | 3.63 | 3.35 | 1.13 | 5.61 | 2.91 | 3.61 | 3.04 | 2.82 | 2.59 | 2.59 | 3.98 | 1.28 | 1.39 | 1.66 | 2.55 | 1.58 | 4.39 | 3.95 | 3.94 | 2.47 | 3.18 | 2.68 | 3.32 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.08%
Feb 2006 - Feb 2009 |
-1.07%
Oct 2007 - Oct 2012 |
3.60%
Oct 2007 - Oct 2017 |
4.22%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.01%
Mar 2003 - Mar 2006 |
14.60%
Oct 2002 - Oct 2007 |
8.77%
Feb 2009 - Feb 2019 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart