Performance Comparison
Comparison Box

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
Ames National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate NA 23.54% 0.45% 4.91% 4.23% 5.15% 7.50% 8.09%
More Performance Analytics Comparison
Name Start Date End Date
Ames National Corporation 401(k) Profit Sharing 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.
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 (%) -0.89 23.54 0.45 4.91 4.23 5.15 7.50 8.09 NA 5.52 15.24 -19.70 6.36 16.29 5.03 -2.38 14.14 7.27 -3.78 3.39 14.34 7.31 -0.10 6.82 27.41 -2.59 18.10 16.83 13.30 11.48 23.51 3.50 6.27
Sharpe Ratio NA 0.09 -0.32 0.13 0.26 NA NA 0.78 0.07 -0.11 1.16 -1.33 0.67 1.82 0.72 -0.53 2.79 1.35 -0.77 0.56 2.11 1.25 -0.02 0.65 2.72 -0.55 1.23 1.44 1.82 1.26 4.68 0.54 1.04
Standard Deviation(%) NA 9.79 12.10 11.02 8.70 NA NA 8.14 7.53 9.89 9.47 15.86 9.46 8.81 5.06 7.01 4.84 5.24 4.93 6.05 6.77 5.83 7.82 10.43 10.03 6.43 12.26 9.43 6.11 8.34 4.87 4.44 3.82
Draw Down(%) NA 7.11 23.51 24.92 24.92 NA NA 24.92 0.59 7.11 9.79 24.82 4.98 8.91 4.14 8.79 2.78 3.70 6.93 5.16 5.05 5.23 7.37 8.07 4.68 9.42 9.50 13.78 4.85 9.86 2.82 6.10 2.30
Yield(%) NA 4.14 4.25 3.98 3.29 NA NA 3.93 NA 0.57 4.10 1.92 6.35 3.61 4.19 3.65 0.16 4.18 1.63 2.82 2.28 4.38 2.89 3.86 4.40 3.34 8.61 6.71 4.26 3.53 3.93 3.70 5.39
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Ames National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate -1.56%
Apr 2021 - Apr 2024 		-0.55%
Sep 2017 - Sep 2022 		2.59%
Oct 2013 - Oct 2023 		4.39%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Ames National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate 20.03%
Oct 2004 - Oct 2007 		17.56%
Oct 2002 - Oct 2007 		12.34%
Apr 2001 - Apr 2011 		10.45%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart