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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.02% | 3.76% | 7.91% | 6.42% | 7.11% | 6.21% | 5.97% |
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 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 (%) | -0.96 | 23.02 | 3.76 | 7.91 | 6.42 | 7.11 | 6.21 | 5.97 | NA | 11.02 | 15.27 | -13.33 | 9.12 | 15.76 | 18.82 | -6.61 | 12.98 | 6.05 | 0.23 | 2.52 | 14.50 | 11.82 | -1.55 | 10.99 | 22.68 | -25.30 | 8.24 | 12.14 | 5.21 | 11.05 | 20.15 | -7.11 | -2.56 |
| Sharpe Ratio | NA | 0.66 | 0.00 | 0.37 | 0.48 | NA | NA | 0.44 | 0.02 | 0.55 | 1.39 | -1.05 | 1.02 | 0.86 | 2.46 | -0.83 | 2.84 | 0.69 | 0.02 | 0.37 | 2.21 | 1.79 | -0.12 | 1.04 | 1.62 | -1.35 | 0.60 | 1.42 | 0.55 | 1.57 | 2.66 | -0.81 | -0.52 |
| Standard Deviation(%) | NA | 7.97 | 10.40 | 12.08 | 10.21 | NA | NA | 10.13 | 7.98 | 8.01 | 7.93 | 14.04 | 8.96 | 17.99 | 7.09 | 9.50 | 4.35 | 8.54 | 9.01 | 6.78 | 6.56 | 6.58 | 12.84 | 10.51 | 13.96 | 19.49 | 8.79 | 6.23 | 5.56 | 6.43 | 7.33 | 10.17 | 9.42 |
| Draw Down(%) | NA | 5.09 | 18.24 | 21.88 | 21.88 | NA | NA | 36.91 | 0.70 | 5.09 | 7.10 | 18.66 | 4.76 | 21.88 | 3.87 | 13.43 | 1.66 | 6.85 | 9.15 | 5.75 | 5.09 | 5.11 | 12.83 | 8.80 | 15.03 | 33.18 | 5.70 | 6.36 | 3.81 | 5.60 | 6.34 | 14.52 | 14.56 |
| Yield(%) | NA | 3.57 | 2.89 | 2.73 | 2.30 | NA | NA | 2.74 | NA | 1.10 | 3.40 | 1.83 | 2.58 | 2.30 | 2.88 | 1.57 | 0.42 | 2.85 | 2.24 | 2.37 | 2.27 | 2.97 | 2.85 | 2.33 | 3.34 | 2.74 | 3.40 | 3.22 | 3.01 | 2.78 | 3.18 | 3.33 | 4.11 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.35%
Feb 2006 - Feb 2009 |
-1.51%
Feb 2004 - Feb 2009 |
4.12%
Feb 2006 - Feb 2016 |
4.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Park National Corporation Employees Stock Ownership Plan Strategic Asset Allocation - Equal Weight Moderate |
16.57%
Feb 2009 - Feb 2012 |
14.05%
Feb 2009 - Feb 2014 |
8.87%
Feb 2009 - Feb 2019 |
8.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart