Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 19.80% | 7,876.10% | 1,348.97% | 290.41% | 155.43% | 105.50% | 89.48% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN 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 (%) | -1.42 | 19.80 | 7,876.10 | 1,348.97 | 290.41 | 155.43 | 105.50 | 89.48 | NA | 5.19 | 12.97 | 40,749,654.32 | 11.59 | 13.31 | 18.32 | -4.57 | 11.53 | 3.41 | 0.26 | 5.28 | 8.28 | 13.34 | 0.49 | 14.91 | 29.17 | -24.06 | 9.88 | 14.92 | 12.01 | 13.23 | 22.58 | -2.50 | 5.06 |
| Sharpe Ratio | NA | -0.04 | 5.36 | 1.18 | 0.36 | NA | NA | 0.16 | 0.02 | -0.18 | 1.16 | 16,128.49 | 1.42 | 0.71 | 2.84 | -0.71 | 2.38 | 0.39 | 0.03 | 0.87 | 1.15 | 2.00 | 0.03 | 1.37 | 1.55 | -1.16 | 0.78 | 1.77 | 1.72 | 1.80 | 3.26 | -0.42 | 0.34 |
| Standard Deviation(%) | NA | 7.89 | 1,457.29 | 1,127.28 | 796.69 | NA | NA | 514.33 | 6.46 | 7.94 | 7.54 | 2,526.56 | 8.17 | 18.50 | 5.96 | 8.25 | 4.58 | 8.23 | 8.21 | 6.02 | 7.15 | 6.64 | 13.03 | 10.81 | 18.75 | 21.57 | 8.86 | 6.57 | 5.72 | 6.83 | 6.72 | 8.63 | 8.04 |
| Draw Down(%) | NA | 5.85 | 100.00 | 100.00 | 100.00 | NA | NA | 100.00 | 0.45 | 5.71 | 6.18 | 100.00 | 4.46 | 22.22 | 2.31 | 10.37 | 2.73 | 6.72 | 8.41 | 4.64 | 8.05 | 5.29 | 12.17 | 7.39 | 15.87 | 36.13 | 5.76 | 6.99 | 4.06 | 7.71 | 6.41 | 14.61 | 10.14 |
| Yield(%) | NA | 4.74 | 880,413.93 | 528,249.80 | 264,126.76 | NA | NA | 85,955.11 | NA | 0.68 | 4.96 | 1,976,870.92 | 4.74 | 3.46 | 4.02 | 4.36 | 0.23 | 2.38 | 6.42 | 5.21 | 4.16 | 4.34 | 3.04 | 3.79 | 4.24 | 5.87 | 8.62 | 6.11 | 5.70 | 5.16 | 2.61 | 2.44 | 3.99 |
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 |
|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.15%
Feb 2006 - Feb 2009 |
0.97%
Feb 2004 - Feb 2009 |
4.44%
Sep 2012 - Sep 2022 |
4.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIB FINANCIAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN Strategic Asset Allocation - Equal Weight Moderate |
8,374.09%
Mar 2020 - Mar 2023 |
1,370.99%
Dec 2018 - Dec 2023 |
292.55%
Sep 2014 - Sep 2024 |
159.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart