Performance Comparison
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