Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merchants and Farmers Bank Profit and Savings Plan Tactical Asset Allocation Moderate | NA | 13.11% | 0.59% | 6.23% | 4.98% | 6.65% | 7.54% | 7.36% |
Data as of 08/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merchants and Farmers Bank Profit and Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.25 | 13.11 | 0.59 | 6.23 | 4.98 | 6.65 | 7.54 | 7.36 | 11.68 | 12.23 | -16.01 | 11.41 | 16.03 | 16.38 | -1.59 | 10.83 | 2.22 | -3.70 | 4.68 | 12.78 | 8.47 | 2.45 | 10.57 | 24.01 | -0.94 | 8.38 | 19.09 | 3.72 | 10.15 | 22.58 | -4.94 | 2.31 |
| Sharpe Ratio | NA | 1.47 | -0.23 | 0.42 | 0.47 | NA | NA | 0.75 | 0.70 | 0.85 | -1.26 | 1.10 | 1.53 | 3.50 | -0.36 | 2.05 | 0.37 | -0.52 | 0.80 | 1.64 | 1.85 | 0.24 | 0.82 | 2.49 | -0.45 | 0.55 | 1.77 | 0.22 | 1.25 | 4.37 | -1.41 | 0.01 |
| Standard Deviation(%) | NA | 7.89 | 10.87 | 10.46 | 8.57 | NA | NA | 8.04 | 7.69 | 9.38 | 13.75 | 10.31 | 10.35 | 4.28 | 7.96 | 4.99 | 5.40 | 7.19 | 5.83 | 7.77 | 4.56 | 10.23 | 12.74 | 9.60 | 4.19 | 9.75 | 8.93 | 6.92 | 7.39 | 5.01 | 4.29 | 0.05 |
| Draw Down(%) | NA | 4.01 | 18.88 | 19.11 | 19.11 | NA | NA | 19.11 | 4.01 | 7.65 | 18.24 | 4.52 | 14.62 | 2.13 | 8.90 | 2.83 | 4.46 | 8.58 | 5.13 | 6.13 | 3.56 | 9.29 | 9.71 | 4.77 | 4.91 | 7.03 | 5.30 | 5.27 | 8.66 | 1.85 | 6.20 | 0.00 |
| Yield(%) | NA | 3.80 | 2.90 | 3.91 | 3.53 | NA | NA | 3.67 | 0.72 | 4.07 | 1.85 | 2.19 | 6.15 | 5.24 | 3.64 | 0.61 | 3.71 | 4.53 | 3.23 | 4.61 | 4.19 | 2.39 | 3.56 | 4.38 | 3.14 | 4.66 | 6.74 | 3.82 | 3.80 | 3.59 | 1.33 | 2.31 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| Merchants and Farmers Bank Profit and Savings Plan Tactical Asset Allocation Moderate |
-1.20%
Apr 2021 - Apr 2024 |
2.37%
Dec 2013 - Dec 2018 |
3.97%
Oct 2013 - Oct 2023 |
6.06%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merchants and Farmers Bank Profit and Savings Plan Tactical Asset Allocation Moderate |
14.59%
Dec 2018 - Dec 2021 |
13.06%
Oct 2002 - Oct 2007 |
10.74%
Mar 2003 - Mar 2013 |
8.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart