Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SKY FINANCIAL GROUP, INC.PROFIT SHARING, 401(K) AND ESOP PLAN Tactical Asset Allocation Moderate | NA | 29.86% | 2.80% | 9.27% | 4.41% | 4.86% | 5.63% | 5.80% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKY FINANCIAL GROUP, INC.PROFIT SHARING, 401(K) AND ESOP 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 (%) | -0.64 | 29.86 | 2.80 | 9.27 | 4.41 | 4.86 | 5.63 | 5.80 | NA | 12.95 | 20.73 | -17.82 | 13.26 | 16.65 | 18.24 | -10.41 | -3.09 | 5.81 | -6.06 | 5.61 | 15.61 | 0.29 | 1.24 | 3.67 | 10.86 | -1.11 | 11.07 | 13.73 | 4.96 | 8.23 | 13.74 | -0.98 | 5.56 |
| Sharpe Ratio | NA | 0.75 | 0.03 | 0.47 | 0.26 | NA | NA | 0.50 | 0.02 | 0.63 | 1.46 | -1.53 | 1.08 | 1.46 | 2.01 | -1.26 | -0.43 | 0.66 | -0.74 | 0.79 | 2.15 | 0.04 | 0.15 | 0.33 | 1.30 | -0.57 | 0.80 | 1.32 | 0.51 | 0.94 | 2.58 | -0.51 | 1.01 |
| Standard Deviation(%) | NA | 9.92 | 11.36 | 11.53 | 10.17 | NA | NA | 8.53 | 9.60 | 10.08 | 11.30 | 12.53 | 12.27 | 11.24 | 8.38 | 9.33 | 8.56 | 8.44 | 8.27 | 7.13 | 7.24 | 6.04 | 8.03 | 10.77 | 8.25 | 3.59 | 10.14 | 7.92 | 5.46 | 7.75 | 5.06 | 4.13 | 3.20 |
| Draw Down(%) | NA | 6.77 | 18.19 | 23.12 | 23.12 | NA | NA | 23.12 | 0.86 | 6.77 | 8.76 | 19.25 | 8.18 | 8.06 | 5.58 | 17.06 | 9.72 | 8.33 | 10.66 | 5.05 | 5.01 | 5.98 | 7.06 | 12.76 | 4.14 | 5.17 | 6.90 | 9.01 | 4.26 | 6.58 | 2.79 | 6.66 | 2.56 |
| Yield(%) | NA | 5.16 | 2.79 | 2.75 | 3.17 | NA | NA | 2.99 | NA | 0.48 | 5.00 | 2.61 | 0.17 | 2.37 | 3.58 | 3.02 | 0.33 | 5.95 | 2.76 | 5.98 | 5.01 | 1.79 | 1.03 | 1.76 | 2.35 | 2.28 | 3.79 | 3.67 | 3.09 | 1.73 | 3.05 | 2.60 | 4.42 |
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 |
|---|---|---|---|---|
| SKY FINANCIAL GROUP, INC.PROFIT SHARING, 401(K) AND ESOP PLAN Tactical Asset Allocation Moderate |
-2.79%
Dec 2015 - Dec 2018 |
-1.84%
Dec 2013 - Dec 2018 |
2.09%
Dec 2008 - Dec 2018 |
2.97%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKY FINANCIAL GROUP, INC.PROFIT SHARING, 401(K) AND ESOP PLAN Tactical Asset Allocation Moderate |
16.03%
Dec 2018 - Dec 2021 |
10.86%
Oct 2002 - Oct 2007 |
7.27%
Apr 2001 - Apr 2011 |
6.24%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart