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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate NA 17.34% 3.94% 7.00% 5.35% 4.99% 7.62% 7.80%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST 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 (%) -1.02 17.34 3.94 7.00 5.35 4.99 7.62 7.80 NA 4.82 12.56 -7.59 4.87 17.18 11.23 -4.08 9.66 6.11 -2.66 3.10 11.16 3.49 -5.58 6.69 24.27 -1.14 18.22 20.38 15.76 12.27 16.21 1.56 5.54
Sharpe Ratio NA -0.08 -0.09 0.40 0.45 NA NA 0.81 0.08 -0.17 1.08 -1.07 0.49 1.86 2.23 -0.76 1.66 1.17 -0.54 0.57 1.97 0.82 -0.49 0.64 2.47 -0.45 1.37 1.87 2.27 1.44 2.89 0.12 0.80
Standard Deviation(%) NA 10.39 8.90 9.15 7.54 NA NA 7.55 11.65 10.35 7.67 8.35 9.91 9.10 4.40 7.07 5.42 5.03 4.99 5.41 5.65 4.17 11.57 10.28 9.77 4.62 11.10 9.17 5.99 7.86 5.38 3.77 4.03
Draw Down(%) NA 7.46 9.79 11.22 11.22 NA NA 13.51 1.02 7.46 6.39 9.79 7.05 9.55 3.30 9.78 3.95 3.67 6.16 5.60 3.60 3.45 13.51 8.14 4.86 4.80 9.12 13.02 5.52 9.80 3.64 4.76 3.34
Yield(%) NA 5.59 4.24 4.71 3.66 NA NA 3.77 NA 0.61 5.81 2.24 4.37 6.82 4.46 3.60 0.10 3.04 3.13 3.08 2.79 3.65 3.17 2.13 3.36 4.31 8.09 4.99 2.75 2.74 2.35 4.15 5.00
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
REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate 1.22%
Apr 2010 - Apr 2013
1.34%
Apr 2011 - Apr 2016
3.09%
Mar 2010 - Mar 2020
4.50%
Dec 2009 - Dec 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
REPUBLIC BANCORP 401(k)/PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate 22.23%
Oct 2004 - Oct 2007
17.17%
Oct 2002 - Oct 2007
11.86%
Apr 2001 - Apr 2011
9.13%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart