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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.26% | 1.84% | 5.42% | 4.37% | 5.39% | 5.88% | 6.40% |
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 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 (%) | -0.99 | 18.26 | 1.84 | 5.42 | 4.37 | 5.39 | 5.88 | 6.40 | NA | 4.72 | 10.30 | -9.57 | 1.86 | 15.06 | 18.08 | -6.86 | 9.49 | 3.76 | -1.92 | 0.56 | 11.29 | 8.89 | -1.16 | 12.86 | 28.80 | -23.91 | 12.89 | 13.23 | 11.08 | 13.73 | 18.65 | -0.61 | 5.59 |
| Sharpe Ratio | NA | -0.07 | -0.26 | 0.15 | 0.27 | NA | NA | 0.51 | 0.07 | -0.22 | 0.83 | -0.97 | 0.20 | 0.86 | 2.59 | -0.88 | 2.02 | 0.43 | -0.24 | 0.08 | 2.04 | 1.49 | -0.11 | 1.43 | 2.11 | -1.35 | 1.17 | 1.50 | 1.62 | 2.12 | 3.54 | -0.28 | 0.54 |
| Standard Deviation(%) | NA | 8.34 | 9.16 | 11.28 | 9.56 | NA | NA | 9.20 | 8.30 | 8.36 | 7.27 | 11.34 | 9.31 | 17.25 | 6.43 | 9.28 | 4.39 | 8.31 | 8.00 | 6.50 | 5.53 | 5.95 | 10.64 | 8.96 | 13.61 | 18.43 | 8.44 | 6.65 | 5.50 | 6.03 | 5.08 | 6.06 | 6.12 |
| Draw Down(%) | NA | 7.04 | 15.74 | 21.15 | 21.15 | NA | NA | 33.10 | 0.67 | 7.04 | 6.50 | 15.74 | 6.39 | 21.15 | 2.84 | 13.31 | 3.19 | 7.19 | 8.63 | 5.99 | 4.66 | 5.28 | 10.75 | 6.47 | 12.10 | 33.10 | 6.01 | 8.96 | 4.40 | 6.67 | 6.83 | 12.20 | 8.44 |
| Yield(%) | NA | 4.46 | 4.05 | 3.83 | 3.42 | NA | NA | 3.91 | NA | 0.40 | 4.97 | 3.13 | 4.08 | 4.26 | 2.33 | 3.47 | 0.36 | 5.17 | 3.71 | 2.34 | 3.79 | 4.40 | 3.17 | 2.67 | 3.81 | 8.30 | 5.29 | 4.62 | 4.39 | 3.98 | 3.39 | 2.83 | 4.98 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.55%
Feb 2006 - Feb 2009 |
0.86%
Dec 2013 - Dec 2018 |
3.02%
Oct 2013 - Oct 2023 |
3.48%
Sep 2007 - Sep 2022 |
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 Strategic Asset Allocation - Equal Weight Moderate |
18.33%
Mar 2003 - Mar 2006 |
14.79%
Oct 2002 - Oct 2007 |
9.42%
Mar 2003 - Mar 2013 |
7.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart