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 Strategic Asset Allocation - Equal Weight Moderate | NA | 25.62% | 1.86% | 5.74% | 5.63% | 6.96% | 6.22% | 5.99% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merchants and Farmers Bank Profit and 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 (%) | -1.35 | 25.62 | 1.86 | 5.74 | 5.63 | 6.96 | 6.22 | 5.99 | NA | 7.32 | 11.81 | -13.79 | 8.61 | 12.10 | 19.18 | -6.66 | 9.82 | 3.43 | 3.44 | 7.82 | 9.84 | 11.49 | 2.91 | 13.44 | 22.36 | -18.77 | 3.31 | 13.34 | 5.50 | 9.67 | 20.27 | -7.14 | -3.24 |
| Sharpe Ratio | NA | 0.21 | -0.22 | 0.18 | 0.33 | NA | NA | 0.43 | 0.01 | 0.09 | 0.83 | -1.12 | 0.90 | 0.63 | 2.89 | -0.90 | 1.99 | 0.41 | 0.40 | 1.16 | 1.52 | 2.40 | 0.28 | 1.55 | 1.38 | -1.03 | 0.04 | 1.68 | 0.70 | 1.60 | 3.26 | -0.87 | -0.51 |
| Standard Deviation(%) | NA | 8.54 | 10.63 | 12.55 | 10.30 | NA | NA | 9.96 | 9.99 | 8.57 | 9.12 | 13.50 | 9.54 | 18.86 | 6.15 | 8.82 | 4.61 | 7.96 | 8.53 | 6.75 | 6.45 | 4.77 | 10.16 | 8.59 | 16.15 | 19.04 | 8.58 | 5.99 | 4.77 | 5.44 | 6.01 | 9.52 | 10.97 |
| Draw Down(%) | NA | 6.35 | 16.18 | 26.10 | 26.10 | NA | NA | 32.78 | 0.91 | 6.16 | 8.69 | 17.57 | 5.11 | 26.10 | 2.36 | 11.81 | 2.49 | 6.84 | 6.39 | 4.83 | 6.27 | 3.62 | 9.51 | 5.47 | 15.95 | 29.54 | 6.47 | 4.80 | 3.12 | 6.10 | 5.22 | 16.09 | 15.73 |
| Yield(%) | NA | 4.48 | 3.18 | 3.42 | 3.52 | NA | NA | 4.00 | NA | 0.81 | 4.51 | 1.99 | 2.41 | 4.20 | 3.45 | 3.85 | 0.42 | 3.41 | 6.38 | 4.25 | 8.37 | 3.56 | 3.51 | 3.62 | 4.41 | 4.49 | 8.37 | 5.69 | 4.03 | 3.16 | 3.07 | 1.51 | 2.46 |
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 |
|---|---|---|---|---|
| Merchants and Farmers Bank Profit and Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.05%
Feb 2006 - Feb 2009 |
-0.78%
Feb 2004 - Feb 2009 |
3.99%
Oct 2013 - Oct 2023 |
4.80%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
18.77%
Feb 2009 - Feb 2012 |
15.21%
Feb 2009 - Feb 2014 |
9.52%
Feb 2009 - Feb 2019 |
8.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart