Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Macatawa Bank 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.55% | 2.60% | 6.80% | 4.51% | 5.42% | 6.49% | 7.18% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Macatawa Bank 401(k) Plan Tactical Asset Allocation 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 (%) | -0.91 | 21.55 | 2.60 | 6.80 | 4.51 | 5.42 | 6.49 | 7.18 | NA | 9.85 | 13.05 | -11.22 | 5.80 | 15.69 | 9.96 | -3.86 | 3.16 | 4.46 | -1.63 | 2.85 | 14.08 | 3.29 | 6.50 | 7.54 | 11.42 | 4.79 | 11.10 | 14.74 | 5.27 | 9.69 | 16.62 | 8.92 | 6.04 |
| Sharpe Ratio | NA | 4.12 | 0.89 | 0.64 | 0.41 | NA | NA | 0.35 | 0.53 | 0.40 | 1.11 | -1.12 | 0.65 | 1.77 | 1.96 | -0.76 | 0.35 | 1.03 | -0.33 | 0.48 | 1.96 | 0.75 | 0.94 | 0.86 | 1.56 | 0.88 | 1.00 | 1.56 | 0.54 | 1.36 | 3.10 | 1.77 | 0.74 |
| Standard Deviation(%) | NA | 217.22 | 125.93 | 97.59 | 69.10 | NA | NA | 44.87 | 1,535.01 | 8.19 | 7.93 | 11.25 | 8.88 | 8.74 | 4.37 | 6.85 | 7.16 | 4.13 | 4.98 | 5.88 | 7.18 | 4.33 | 6.91 | 8.70 | 7.28 | 4.40 | 8.14 | 7.36 | 5.74 | 6.45 | 5.13 | 4.41 | 5.07 |
| Draw Down(%) | NA | 5.49 | 13.56 | 17.48 | 17.48 | NA | NA | 17.48 | 4.78 | 5.49 | 6.69 | 13.99 | 6.48 | 5.51 | 2.86 | 9.15 | 7.42 | 2.41 | 4.89 | 4.64 | 5.16 | 4.07 | 4.23 | 7.21 | 4.33 | 2.78 | 6.59 | 9.07 | 5.24 | 6.96 | 3.06 | 2.87 | 4.53 |
| Yield(%) | NA | 3.11 | 4.30 | 4.10 | 3.04 | NA | NA | 3.51 | NA | 0.66 | 2.73 | 3.41 | 6.62 | 3.85 | 3.84 | 2.85 | 0.51 | 2.42 | 2.25 | 1.93 | 2.95 | 2.66 | 3.60 | 2.59 | 3.19 | 3.82 | 3.56 | 4.29 | 3.11 | 2.99 | 4.83 | 5.99 | 6.06 |
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 |
|---|---|---|---|---|
| Macatawa Bank 401(k) Plan Tactical Asset Allocation Moderate |
-0.05%
Oct 2017 - Oct 2020 |
0.95%
Dec 2013 - Dec 2018 |
2.93%
Oct 2013 - Oct 2023 |
4.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Macatawa Bank 401(k) Plan Tactical Asset Allocation Moderate |
12.78%
Apr 2003 - Apr 2006 |
12.15%
May 2002 - May 2007 |
10.10%
Apr 2001 - Apr 2011 |
8.16%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart