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 Strategic Asset Allocation - Equal Weight Moderate | NA | -8.44% | 1.51% | 2.35% | 7.09% | 6.39% | NA | 6.34% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Macatawa Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | -8.44 | 1.51 | 2.35 | 7.09 | 6.39 | NA | 6.34 | -6.09 | 4.50 | 5.73 | -1.82 | 3.98 | 16.91 | 10.73 | -1.94 | 11.59 | 26.89 | -21.04 | 10.66 | 15.23 | 7.12 | 14.32 | 19.67 | -3.75 | 2.09 |
| Sharpe Ratio | NA | -0.88 | 0.06 | 0.09 | 0.69 | NA | NA | 0.53 | -0.88 | 0.55 | 0.63 | -0.20 | 0.54 | 2.62 | 1.76 | -0.15 | 1.24 | 1.87 | -1.21 | 1.03 | 1.67 | 0.85 | 2.15 | 3.32 | -0.63 | -0.03 |
| Standard Deviation(%) | NA | 8.43 | 8.11 | 8.17 | 9.33 | NA | NA | 9.21 | 8.43 | 7.07 | 8.72 | 9.09 | 7.36 | 6.45 | 6.08 | 12.88 | 9.26 | 14.34 | 18.21 | 7.42 | 7.16 | 5.85 | 6.21 | 5.72 | 7.70 | 7.10 |
| Draw Down(%) | NA | 11.34 | 13.79 | 13.79 | 13.79 | NA | NA | 31.25 | 11.34 | 6.69 | 7.22 | 9.63 | 6.09 | 4.84 | 4.95 | 13.60 | 7.43 | 13.46 | 31.18 | 5.40 | 8.99 | 4.17 | 4.91 | 6.37 | 13.84 | 9.52 |
| Yield(%) | NA | 1.82 | 2.28 | 4.15 | 3.46 | NA | NA | 3.97 | 1.81 | 0.53 | 4.51 | 11.62 | 2.35 | 2.08 | 2.57 | 3.50 | 2.21 | 3.35 | 4.81 | 6.87 | 5.64 | 4.48 | 5.73 | 2.66 | 2.67 | 4.16 |
Data as of 10/31/2018, 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 Strategic Asset Allocation - Equal Weight Moderate |
-3.48%
Feb 2006 - Feb 2009 |
2.09%
Feb 2004 - Feb 2009 |
4.77%
Apr 2008 - Apr 2018 |
6.29%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Macatawa Bank 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
17.19%
Mar 2003 - Mar 2006 |
14.47%
Feb 2009 - Feb 2014 |
9.28%
Mar 2003 - Mar 2013 |
8.15%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart