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 |
|---|---|---|---|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate | NA | 9.90% | -0.36% | 6.05% | 5.06% | 6.18% | 7.92% | 8.45% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP 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 (%) | -1.38 | 9.90 | -0.36 | 6.05 | 5.06 | 6.18 | 7.92 | 8.45 | NA | -3.12 | 13.55 | -16.65 | 14.95 | 19.93 | 12.46 | -2.74 | 11.24 | 6.20 | -4.01 | 2.58 | 10.92 | 10.40 | -1.22 | 14.01 | 29.05 | -8.93 | 17.73 | 15.57 | 15.21 | 11.83 | 17.33 | 6.37 | 8.37 |
| Sharpe Ratio | NA | -0.87 | -0.62 | 0.24 | 0.37 | NA | NA | 0.79 | 0.01 | -1.04 | 1.27 | -1.76 | 1.54 | 2.19 | 2.20 | -0.54 | 2.00 | 0.98 | -0.63 | 0.44 | 1.53 | 1.49 | -0.11 | 0.99 | 2.50 | -1.41 | 1.28 | 1.45 | 1.92 | 1.29 | 2.96 | 0.96 | 0.99 |
| Standard Deviation(%) | NA | 9.30 | 9.03 | 9.20 | 7.82 | NA | NA | 8.34 | 9.78 | 9.35 | 7.30 | 10.25 | 9.67 | 8.99 | 5.03 | 7.48 | 5.32 | 6.15 | 6.39 | 5.87 | 7.13 | 6.92 | 11.01 | 14.04 | 11.59 | 6.97 | 11.55 | 8.49 | 6.80 | 8.47 | 5.63 | 5.47 | 6.10 |
| Draw Down(%) | NA | 7.91 | 14.26 | 17.25 | 17.25 | NA | NA | 17.25 | 0.88 | 7.73 | 6.44 | 17.17 | 4.57 | 9.57 | 2.66 | 9.04 | 2.45 | 4.63 | 9.10 | 6.01 | 6.83 | 5.71 | 11.14 | 10.13 | 5.13 | 13.74 | 9.18 | 10.08 | 4.93 | 11.20 | 4.91 | 5.48 | 4.37 |
| Yield(%) | NA | 4.10 | 5.66 | 5.10 | 3.84 | NA | NA | 4.56 | NA | 0.72 | 4.20 | 4.53 | 7.43 | 4.26 | 5.04 | 2.09 | 0.02 | 3.58 | 4.02 | 3.23 | 3.81 | 4.66 | 2.17 | 2.06 | 5.38 | 3.19 | 10.07 | 7.04 | 7.64 | 4.14 | 4.71 | 3.67 | 7.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
-2.85%
Dec 2021 - Dec 2024 |
2.50%
Dec 2013 - Dec 2018 |
4.60%
Dec 2014 - Dec 2024 |
5.45%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate |
20.07%
Oct 2004 - Oct 2007 |
16.63%
Oct 2002 - Oct 2007 |
12.55%
Apr 2001 - Apr 2011 |
9.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart