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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.67% | 4.87% | 7.68% | 5.49% | 6.56% | 6.51% | 7.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINANCIAL INSTITUTIONS, INC. 401(k) PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.78 | 20.67 | 4.87 | 7.68 | 5.49 | 6.56 | 6.51 | 7.17 | NA | 3.18 | 14.15 | -6.47 | 4.71 | 16.99 | 18.00 | -7.48 | 5.85 | 4.52 | -0.37 | 3.82 | 13.34 | 12.32 | 0.02 | 12.19 | 22.90 | -18.07 | 11.48 | 10.16 | 9.44 | 9.61 | 19.88 | -1.17 | 11.48 |
| Sharpe Ratio | NA | -0.29 | -0.05 | 0.33 | 0.35 | NA | NA | 0.58 | 0.11 | -0.40 | 1.17 | -0.63 | 0.47 | 0.98 | 2.56 | -0.95 | 1.16 | 0.54 | -0.05 | 0.57 | 2.09 | 1.86 | 0.00 | 1.37 | 1.74 | -1.12 | 1.12 | 1.27 | 1.47 | 1.47 | 3.01 | -0.28 | 1.24 |
| Standard Deviation(%) | NA | 8.47 | 9.98 | 11.73 | 9.82 | NA | NA | 9.33 | 7.11 | 8.47 | 8.44 | 12.47 | 9.88 | 17.06 | 6.48 | 9.24 | 4.49 | 7.97 | 8.19 | 6.67 | 6.36 | 6.59 | 12.36 | 8.85 | 13.13 | 16.91 | 7.56 | 5.42 | 4.94 | 5.89 | 6.37 | 7.98 | 7.42 |
| Draw Down(%) | NA | 7.10 | 12.63 | 21.60 | 21.60 | NA | NA | 30.09 | 0.46 | 7.10 | 6.57 | 12.63 | 7.07 | 21.60 | 3.58 | 14.15 | 2.94 | 7.72 | 8.62 | 5.02 | 5.29 | 5.13 | 13.45 | 7.33 | 14.36 | 28.95 | 5.36 | 5.32 | 3.09 | 5.52 | 5.82 | 13.04 | 8.01 |
| Yield(%) | NA | 6.63 | 5.22 | 4.79 | 4.64 | NA | NA | 4.57 | NA | 0.60 | 6.91 | 3.04 | 5.28 | 4.44 | 3.99 | 6.24 | 0.37 | 2.58 | 7.11 | 6.16 | 4.08 | 6.35 | 2.57 | 4.05 | 3.48 | 6.05 | 7.50 | 5.24 | 3.79 | 3.36 | 2.49 | 3.91 | 5.57 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.28%
Feb 2006 - Feb 2009 |
0.38%
Mar 2015 - Mar 2020 |
4.04%
Mar 2010 - Mar 2020 |
4.61%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.87%
Feb 2009 - Feb 2012 |
14.13%
Feb 2009 - Feb 2014 |
9.13%
Mar 2003 - Mar 2013 |
8.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart