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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Tactical Asset Allocation Moderate | 7.33% | NA | 25.79% | 6.29% | 8.67% | 6.66% | 6.46% | 7.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Metro Bank Retirement Savings 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 (%) | -0.55 | 25.79 | 6.29 | 8.67 | 6.66 | 6.46 | 7.10 | 7.33 | NA | 15.96 | 20.64 | -11.96 | 14.69 | 4.13 | 16.58 | -5.77 | 14.95 | 4.51 | -2.40 | -0.42 | 18.17 | 2.65 | 4.31 | 2.40 | 14.81 | -1.87 | 12.78 | 13.14 | 5.60 | 9.31 | 17.28 | 1.21 | 6.01 |
| Sharpe Ratio | NA | 1.26 | 0.33 | 0.44 | 0.49 | NA | NA | 0.68 | 0.09 | 1.17 | 2.01 | -0.90 | 1.43 | 0.21 | 1.76 | -0.79 | 3.26 | 1.01 | -0.47 | -0.07 | 2.56 | 0.46 | 0.51 | 0.20 | 1.79 | -0.65 | 1.00 | 1.21 | 0.59 | 1.12 | 2.86 | 0.03 | 0.99 |
| Standard Deviation(%) | NA | 8.04 | 10.82 | 12.78 | 10.19 | NA | NA | 8.55 | 7.73 | 8.03 | 8.15 | 14.84 | 10.29 | 18.92 | 8.63 | 9.02 | 4.40 | 4.27 | 5.21 | 5.89 | 7.09 | 5.68 | 8.35 | 11.42 | 8.22 | 4.32 | 9.79 | 8.17 | 5.84 | 7.50 | 5.79 | 3.82 | 3.74 |
| Draw Down(%) | NA | 4.70 | 15.67 | 21.97 | 21.97 | NA | NA | 21.97 | 0.57 | 4.70 | 5.20 | 16.25 | 5.85 | 21.97 | 5.49 | 13.86 | 1.33 | 3.62 | 5.22 | 5.17 | 5.12 | 5.45 | 6.18 | 12.12 | 3.65 | 7.69 | 7.01 | 9.57 | 4.34 | 7.27 | 2.87 | 5.22 | 2.53 |
| Yield(%) | NA | 3.03 | 2.75 | 2.10 | 2.18 | NA | NA | 2.96 | NA | 0.57 | 3.72 | 3.05 | 0.68 | 0.37 | 2.24 | 1.48 | 2.46 | 4.19 | 1.89 | 1.81 | 2.80 | 2.15 | 2.53 | 1.93 | 2.68 | 2.66 | 7.38 | 6.90 | 2.69 | 2.39 | 3.25 | 3.16 | 5.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Tactical Asset Allocation Moderate |
0.52%
Dec 2013 - Dec 2016 |
1.74%
Mar 2015 - Mar 2020 |
3.37%
Mar 2010 - Mar 2020 |
4.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Tactical Asset Allocation Moderate |
13.64%
Oct 2004 - Oct 2007 |
12.44%
Oct 2002 - Oct 2007 |
8.49%
Apr 2001 - Apr 2011 |
7.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart