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 |
|---|---|---|---|---|---|---|---|---|
| Mercantile Bank of Michigan 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.15% | 1.93% | 5.40% | 4.51% | 5.24% | 7.34% | 7.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mercantile Bank of Michigan 401(k) 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 (%) | -0.93 | 25.15 | 1.93 | 5.40 | 4.51 | 5.24 | 7.34 | 7.71 | NA | 5.19 | 15.98 | -18.94 | 10.04 | 12.06 | 10.63 | -5.09 | 13.61 | 3.21 | -2.32 | 3.38 | 13.97 | 9.11 | -0.06 | 4.80 | 24.81 | -2.60 | 19.15 | 18.42 | 9.65 | 8.35 | 15.50 | 5.82 | 6.98 |
| Sharpe Ratio | NA | 0.00 | -0.30 | 0.15 | 0.27 | NA | NA | 0.77 | 0.05 | -0.14 | 1.25 | -1.33 | 1.04 | 1.32 | 1.89 | -0.90 | 2.83 | 0.69 | -0.47 | 0.59 | 2.21 | 1.66 | -0.01 | 0.47 | 2.82 | -0.80 | 1.53 | 2.02 | 1.41 | 0.91 | 2.97 | 1.80 | 1.14 |
| Standard Deviation(%) | NA | 9.96 | 11.87 | 10.93 | 8.58 | NA | NA | 7.65 | 7.71 | 10.02 | 9.34 | 15.31 | 9.65 | 8.96 | 4.90 | 7.13 | 4.58 | 4.35 | 4.97 | 5.73 | 6.32 | 5.45 | 7.57 | 10.13 | 8.76 | 4.38 | 10.56 | 7.51 | 5.31 | 8.13 | 4.99 | 2.62 | 4.09 |
| Draw Down(%) | NA | 8.71 | 23.21 | 24.22 | 24.22 | NA | NA | 24.22 | 0.64 | 8.70 | 9.29 | 24.17 | 4.59 | 10.47 | 2.92 | 11.02 | 2.15 | 3.56 | 5.90 | 4.81 | 4.55 | 4.43 | 7.55 | 8.19 | 3.91 | 4.72 | 8.61 | 10.05 | 4.52 | 8.39 | 4.39 | 1.60 | 2.77 |
| Yield(%) | NA | 5.41 | 5.84 | 4.79 | 3.86 | NA | NA | 4.41 | NA | 0.80 | 5.38 | 3.13 | 8.44 | 3.43 | 3.79 | 1.62 | 0.23 | 3.29 | 5.05 | 4.09 | 5.10 | 4.63 | 2.18 | 4.31 | 4.88 | 2.37 | 8.16 | 6.53 | 3.64 | 3.56 | 4.48 | 5.51 | 6.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mercantile Bank of Michigan 401(k) Plan Tactical Asset Allocation Moderate |
-1.44%
Sep 2019 - Sep 2022 |
0.04%
Sep 2017 - Sep 2022 |
2.76%
Oct 2013 - Oct 2023 |
4.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mercantile Bank of Michigan 401(k) Plan Tactical Asset Allocation Moderate |
18.31%
Oct 2004 - Oct 2007 |
14.79%
Oct 2002 - Oct 2007 |
11.33%
Apr 2001 - Apr 2011 |
9.22%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart