Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Park National Corporation Employees Stock Ownership Plan Tactical Asset Allocation Moderate | NA | 23.90% | 2.73% | 7.02% | 5.85% | 6.23% | 6.71% | 7.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Park National Corporation Employees Stock Ownership 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 (%) | -1.30 | 23.90 | 2.73 | 7.02 | 5.85 | 6.23 | 6.71 | 7.32 | NA | 13.04 | 15.27 | -14.98 | 7.45 | 17.47 | 11.98 | -3.24 | 12.78 | 6.07 | -2.36 | 1.52 | 13.52 | 3.97 | 4.70 | 8.87 | 12.78 | -2.05 | 9.73 | 14.76 | 3.58 | 10.80 | 20.69 | 2.04 | 8.08 |
| Sharpe Ratio | NA | 0.84 | 0.02 | 0.50 | 0.57 | NA | NA | 0.79 | 0.03 | 0.70 | 1.41 | -1.58 | 0.94 | 1.99 | 2.26 | -0.63 | 2.82 | 1.20 | -0.42 | 0.26 | 1.81 | 0.79 | 0.58 | 0.94 | 1.40 | -0.38 | 0.70 | 1.75 | 0.26 | 1.35 | 3.12 | 0.14 | 0.89 |
| Standard Deviation(%) | NA | 9.26 | 9.24 | 8.89 | 7.38 | NA | NA | 7.36 | 11.96 | 9.25 | 7.78 | 10.37 | 7.92 | 8.67 | 4.69 | 7.25 | 4.31 | 4.87 | 5.69 | 5.68 | 7.47 | 4.96 | 8.01 | 9.37 | 9.09 | 7.74 | 9.60 | 6.57 | 5.50 | 7.31 | 6.40 | 6.87 | 6.49 |
| Draw Down(%) | NA | 5.84 | 14.93 | 17.24 | 17.24 | NA | NA | 17.24 | 1.08 | 5.84 | 6.57 | 15.62 | 4.06 | 9.14 | 2.99 | 9.04 | 1.94 | 3.30 | 6.15 | 5.05 | 7.11 | 4.17 | 5.54 | 7.53 | 4.36 | 10.18 | 6.26 | 6.76 | 3.85 | 7.00 | 3.53 | 7.90 | 4.68 |
| Yield(%) | NA | 3.69 | 3.09 | 2.81 | 2.49 | NA | NA | 3.25 | NA | 0.92 | 3.74 | 2.12 | 3.00 | 2.11 | 2.90 | 1.68 | 0.40 | 2.74 | 2.80 | 3.13 | 1.92 | 3.59 | 3.75 | 2.58 | 4.33 | 4.00 | 3.37 | 3.31 | 3.18 | 2.76 | 4.98 | 4.91 | 6.61 |
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 |
|---|---|---|---|---|
| Park National Corporation Employees Stock Ownership Plan Tactical Asset Allocation Moderate |
0.66%
Apr 2021 - Apr 2024 |
2.78%
Dec 2013 - Dec 2018 |
3.90%
Oct 2013 - Oct 2023 |
4.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Park National Corporation Employees Stock Ownership Plan Tactical Asset Allocation Moderate |
12.94%
Jan 2003 - Jan 2006 |
13.08%
Oct 2002 - Oct 2007 |
9.27%
Jul 2002 - Jul 2012 |
8.02%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart