Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 23.58% | 2.02% | 5.49% | 5.01% | 6.02% | 6.07% | 5.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight 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 (%) | -1.06 | 23.58 | 2.02 | 5.49 | 5.01 | 6.02 | 6.07 | 5.93 | NA | 5.94 | 15.19 | -14.90 | -0.03 | 23.43 | 14.34 | -6.71 | 12.31 | 0.85 | 1.69 | 0.76 | 14.43 | 13.16 | -2.33 | 11.24 | 25.04 | -19.24 | 10.05 | 10.57 | 8.50 | 11.44 | 18.86 | -8.89 | 1.27 |
| Sharpe Ratio | NA | 0.11 | -0.17 | 0.21 | 0.29 | NA | NA | 0.41 | 0.08 | -0.07 | 1.28 | -1.16 | -0.01 | 1.33 | 1.55 | -0.80 | 2.32 | 0.07 | 0.19 | 0.10 | 2.11 | 1.90 | -0.18 | 1.03 | 1.82 | -1.15 | 0.87 | 1.25 | 1.08 | 1.44 | 2.51 | -0.89 | -0.08 |
| Standard Deviation(%) | NA | 9.03 | 10.87 | 12.44 | 10.60 | NA | NA | 10.38 | 7.16 | 9.12 | 8.56 | 14.08 | 10.67 | 17.41 | 8.36 | 10.02 | 5.05 | 8.77 | 8.87 | 7.12 | 6.83 | 6.89 | 13.36 | 10.85 | 13.74 | 17.48 | 8.16 | 5.83 | 5.87 | 7.27 | 7.23 | 11.20 | 12.71 |
| Draw Down(%) | NA | 6.71 | 18.52 | 23.40 | 23.40 | NA | NA | 29.68 | 0.52 | 6.71 | 7.72 | 19.78 | 8.50 | 21.75 | 5.10 | 13.27 | 4.11 | 9.18 | 8.46 | 5.75 | 6.11 | 5.84 | 14.08 | 8.74 | 13.53 | 29.56 | 5.39 | 6.14 | 3.87 | 6.48 | 6.62 | 17.56 | 15.54 |
| Yield(%) | NA | 5.96 | 5.11 | 4.93 | 4.35 | NA | NA | 4.06 | NA | 0.66 | 6.21 | 3.12 | 5.13 | 4.85 | 4.78 | 6.10 | 0.35 | 1.56 | 6.67 | 4.02 | 2.89 | 3.45 | 2.02 | 3.89 | 3.69 | 6.12 | 6.00 | 4.97 | 4.08 | 3.23 | 2.69 | 3.19 | 3.66 |
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 |
|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.97%
Feb 2006 - Feb 2009 |
0.88%
Mar 2015 - Mar 2020 |
3.14%
Oct 2013 - Oct 2023 |
3.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
16.41%
Feb 2009 - Feb 2012 |
13.85%
Feb 2009 - Feb 2014 |
8.87%
Mar 2003 - Mar 2013 |
7.76%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart