Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FINANCIAL INSTITUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 23.27% | 1.97% | 6.17% | 4.67% | 4.68% | 5.74% | 6.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINANCIAL INSTITUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.02 | 23.27 | 1.97 | 6.17 | 4.67 | 4.68 | 5.74 | 6.26 | NA | 4.28 | 15.71 | -16.39 | 8.00 | 19.63 | 8.20 | -1.73 | 5.80 | 3.62 | -0.69 | -0.77 | 15.02 | 5.95 | -7.62 | 9.00 | 15.36 | -2.58 | 10.41 | 12.29 | 7.92 | 10.74 | 16.49 | 2.36 | 6.36 |
| Sharpe Ratio | NA | -0.12 | -0.29 | 0.29 | 0.31 | NA | NA | 0.62 | 0.05 | -0.25 | 1.23 | -1.18 | 0.90 | 2.82 | 1.32 | -0.41 | 1.00 | 0.86 | -0.15 | -0.12 | 2.23 | 1.10 | -0.82 | 0.91 | 2.19 | -0.92 | 0.83 | 1.33 | 1.04 | 1.51 | 3.63 | 0.31 | 1.11 |
| Standard Deviation(%) | NA | 9.25 | 11.56 | 10.26 | 8.20 | NA | NA | 7.30 | 6.16 | 9.31 | 9.30 | 15.07 | 8.82 | 6.89 | 5.14 | 7.38 | 5.15 | 3.97 | 4.77 | 6.63 | 6.72 | 5.35 | 9.29 | 9.75 | 6.96 | 3.83 | 8.89 | 6.77 | 5.51 | 6.50 | 4.35 | 4.05 | 3.64 |
| Draw Down(%) | NA | 7.81 | 21.23 | 21.66 | 21.66 | NA | NA | 21.66 | 0.48 | 7.76 | 9.00 | 21.66 | 4.61 | 8.00 | 3.18 | 7.91 | 4.69 | 2.71 | 5.42 | 5.19 | 5.31 | 4.40 | 12.68 | 8.45 | 3.88 | 5.87 | 7.19 | 7.97 | 3.89 | 5.82 | 2.89 | 4.68 | 2.78 |
| Yield(%) | NA | 5.03 | 4.91 | 4.68 | 4.28 | NA | NA | 4.13 | NA | 0.65 | 5.07 | 3.02 | 6.17 | 5.85 | 3.71 | 4.30 | 0.19 | 4.10 | 5.64 | 4.69 | 3.75 | 2.57 | 0.98 | 4.45 | 4.23 | 2.55 | 4.74 | 5.61 | 4.31 | 3.60 | 3.08 | 5.24 | 6.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINANCIAL INSTITUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
0.25%
Apr 2021 - Apr 2024 |
1.11%
Sep 2017 - Sep 2022 |
2.65%
Oct 2013 - Oct 2023 |
3.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINANCIAL INSTITUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
13.32%
Apr 2003 - Apr 2006 |
12.32%
Oct 2002 - Oct 2007 |
9.08%
Apr 2001 - Apr 2011 |
6.90%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart