Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 1.72% | 1.90% | 2.31% | 2.45% | 4.79% | 5.53% | 5.81% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pinnacle Financial Partners, Inc. 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.61 | 1.72 | 1.90 | 2.31 | 2.45 | 4.79 | 5.53 | 5.81 | 1.68 | 13.36 | -12.29 | 4.47 | 14.05 | 10.06 | -5.71 | 8.72 | 2.87 | -3.64 | 2.07 | 13.88 | 8.06 | 0.15 | 9.61 | 20.27 | -4.76 | 13.01 | 12.26 | 5.69 | 7.63 | 16.63 | 0.89 | 6.54 |
| Sharpe Ratio | NA | 0.90 | -0.01 | 0.50 | 0.33 | NA | NA | 0.73 | 0.18 | 1.19 | -1.50 | 0.49 | 1.52 | 2.20 | -0.79 | 1.68 | 0.56 | -0.59 | 0.33 | 2.12 | 1.91 | 0.02 | 1.06 | 2.58 | -1.77 | 1.00 | 1.44 | 0.67 | 0.95 | 2.96 | -0.04 | 1.16 |
| Standard Deviation(%) | NA | 7.60 | 8.52 | 8.07 | 7.23 | NA | NA | 6.82 | 7.95 | 7.63 | 9.14 | 9.02 | 9.08 | 3.94 | 8.90 | 4.82 | 4.78 | 6.18 | 6.16 | 6.55 | 4.19 | 7.04 | 8.99 | 7.81 | 3.22 | 10.06 | 6.24 | 5.29 | 7.04 | 5.38 | 4.85 | 3.66 |
| Draw Down(%) | NA | 6.50 | 16.26 | 16.26 | 16.26 | NA | NA | 16.26 | 1.59 | 6.50 | 13.23 | 5.86 | 10.23 | 1.70 | 11.74 | 3.91 | 3.40 | 7.86 | 5.17 | 4.77 | 4.05 | 7.92 | 7.59 | 4.12 | 7.84 | 6.70 | 6.22 | 4.57 | 6.36 | 4.36 | 5.73 | 2.77 |
| Yield(%) | NA | 5.42 | 3.89 | 4.35 | 3.86 | NA | NA | 3.80 | 0.01 | 5.72 | 2.58 | 3.48 | 4.33 | 5.88 | 3.17 | 0.60 | 2.33 | 5.40 | 5.42 | 3.09 | 4.19 | 1.85 | 3.15 | 3.69 | 1.59 | 5.75 | 5.46 | 4.97 | 2.82 | 3.49 | 1.72 | 6.65 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
0.39%
Dec 2013 - Dec 2016 |
0.73%
Dec 2013 - Dec 2018 |
2.45%
Oct 2013 - Oct 2023 |
4.10%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
12.55%
Oct 2004 - Oct 2007 |
12.36%
Oct 2002 - Oct 2007 |
9.13%
Apr 2001 - Apr 2011 |
7.66%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart