Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Tactical Asset Allocation Moderate | NA | 25.17% | 4.93% | 8.78% | 7.51% | 10.05% | 10.42% | 10.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RENASANT BANK 401(k) 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 (%) | -1.19 | 25.17 | 4.93 | 8.78 | 7.51 | 10.05 | 10.42 | 10.01 | NA | 10.30 | 11.78 | -10.53 | 15.93 | 15.18 | 12.75 | -5.12 | 12.82 | 9.91 | 0.95 | 8.08 | 18.68 | 19.16 | 4.22 | 22.81 | 25.45 | 1.34 | 7.80 | 20.79 | 5.00 | 13.15 | 17.27 | 1.58 | -2.97 |
| Sharpe Ratio | NA | 0.46 | 0.01 | 0.45 | 0.50 | NA | NA | 0.85 | 0.04 | 0.33 | 0.80 | -1.04 | 1.58 | 0.79 | 1.58 | -0.67 | 2.29 | 1.13 | 0.10 | 0.94 | 2.53 | 2.25 | 0.30 | 1.87 | 2.14 | 0.07 | 0.45 | 2.26 | 0.42 | 1.51 | 2.52 | 0.09 | -0.72 |
| Standard Deviation(%) | NA | 11.13 | 10.74 | 12.72 | 10.66 | NA | NA | 9.72 | 10.23 | 11.23 | 9.45 | 11.40 | 10.09 | 18.97 | 7.16 | 9.60 | 5.32 | 8.58 | 9.17 | 8.57 | 7.39 | 8.47 | 14.04 | 12.16 | 11.86 | 5.83 | 10.74 | 7.75 | 6.75 | 8.07 | 6.59 | 5.40 | 7.38 |
| Draw Down(%) | NA | 7.85 | 13.69 | 20.58 | 20.58 | NA | NA | 20.58 | 0.88 | 7.85 | 7.57 | 15.09 | 4.14 | 20.58 | 3.58 | 12.53 | 2.39 | 6.20 | 8.73 | 6.52 | 7.61 | 5.79 | 11.49 | 8.05 | 5.26 | 3.84 | 8.94 | 6.91 | 4.93 | 10.16 | 4.25 | 4.33 | 8.42 |
| Yield(%) | NA | 3.82 | 4.20 | 3.65 | 4.14 | NA | NA | 4.57 | NA | 0.83 | 3.80 | 3.33 | 5.21 | 3.07 | 3.13 | 1.87 | 5.03 | 3.97 | 3.89 | 8.47 | 2.69 | 5.03 | 5.00 | 4.80 | 6.13 | 6.30 | 9.11 | 4.04 | 5.01 | 3.31 | 4.57 | 5.30 | 1.43 |
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 |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Tactical Asset Allocation Moderate |
2.44%
Mar 2017 - Mar 2020 |
3.58%
Mar 2015 - Mar 2020 |
6.06%
Oct 2013 - Oct 2023 |
9.18%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Tactical Asset Allocation Moderate |
20.88%
Mar 2009 - Mar 2012 |
18.98%
Feb 2009 - Feb 2014 |
14.58%
Apr 2003 - Apr 2013 |
12.60%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart