Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 34.89% | 11.96% | 11.19% | 7.56% | 8.14% | 7.42% | 8.05% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peoples Financial Corporation 401(k) 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 (%) | -0.79 | 34.89 | 11.96 | 11.19 | 7.56 | 8.14 | 7.42 | 8.05 | NA | 20.07 | 24.03 | -7.11 | 10.56 | 9.27 | 14.26 | -5.95 | 11.10 | 4.39 | -0.64 | 6.46 | 14.01 | 13.25 | -0.73 | 11.25 | 23.44 | -22.63 | 9.02 | 13.96 | 7.10 | 12.37 | 21.49 | -0.64 | 9.92 |
| Sharpe Ratio | NA | 1.91 | 0.84 | 0.73 | 0.62 | NA | NA | 0.70 | 0.05 | 1.77 | 2.55 | -0.68 | 1.12 | 0.53 | 1.90 | -0.86 | 2.24 | 0.50 | -0.09 | 1.12 | 2.45 | 2.19 | -0.07 | 1.25 | 1.74 | -1.35 | 0.72 | 1.65 | 0.90 | 1.98 | 3.72 | -0.24 | 1.13 |
| Standard Deviation(%) | NA | 7.57 | 9.60 | 11.51 | 9.66 | NA | NA | 9.22 | 6.84 | 7.61 | 7.75 | 12.57 | 9.40 | 17.22 | 6.78 | 8.46 | 4.68 | 8.41 | 7.88 | 5.78 | 5.71 | 6.03 | 11.30 | 8.95 | 13.43 | 17.47 | 8.43 | 6.48 | 5.45 | 5.78 | 5.59 | 7.19 | 6.74 |
| Draw Down(%) | NA | 5.06 | 14.08 | 22.03 | 22.03 | NA | NA | 33.58 | 0.49 | 5.06 | 4.61 | 14.70 | 4.88 | 22.03 | 4.11 | 12.06 | 2.54 | 8.12 | 7.61 | 4.59 | 4.08 | 4.91 | 11.31 | 6.89 | 14.23 | 31.88 | 5.75 | 6.99 | 3.78 | 6.40 | 4.58 | 11.11 | 8.23 |
| Yield(%) | NA | 15.54 | 11.41 | 8.98 | 6.07 | NA | NA | 4.89 | NA | 4.49 | 14.98 | 7.64 | 8.68 | 3.31 | 5.16 | 4.50 | 0.77 | 2.52 | 5.24 | 3.00 | 4.83 | 3.86 | 3.11 | 3.41 | 2.89 | 2.38 | 7.60 | 5.62 | 4.29 | 3.54 | 3.49 | 3.26 | 4.01 |
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 |
|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.19%
Feb 2006 - Feb 2009 |
0.30%
Feb 2004 - Feb 2009 |
4.67%
Sep 2012 - Sep 2022 |
4.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peoples Financial Corporation 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
16.81%
Feb 2009 - Feb 2012 |
14.52%
Feb 2009 - Feb 2014 |
9.12%
Feb 2009 - Feb 2019 |
9.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart