Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bank Mutual Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 22.71% | -0.55% | 3.69% | 4.23% | 5.40% | 6.18% | 6.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bank Mutual Corporation 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 (%) | -0.79 | 22.71 | -0.55 | 3.69 | 4.23 | 5.40 | 6.18 | 6.87 | NA | 4.66 | 14.35 | -20.11 | 3.50 | 14.85 | 11.53 | -3.29 | 13.32 | 4.23 | -0.83 | 2.51 | 15.90 | 6.25 | 2.11 | 8.26 | 17.94 | -2.88 | 10.94 | 10.85 | 5.33 | 11.89 | 17.29 | 5.82 | 6.98 |
| Sharpe Ratio | NA | -0.07 | -0.40 | 0.01 | 0.24 | NA | NA | 0.67 | 0.05 | -0.22 | 1.12 | -1.38 | 0.36 | 1.62 | 2.03 | -0.63 | 2.27 | 0.91 | -0.16 | 0.39 | 2.34 | 1.26 | 0.28 | 0.75 | 2.13 | -0.94 | 0.85 | 1.01 | 0.52 | 1.32 | 3.18 | 1.80 | 1.14 |
| Standard Deviation(%) | NA | 8.57 | 11.55 | 10.75 | 8.56 | NA | NA | 7.65 | 7.00 | 8.63 | 9.03 | 15.63 | 9.73 | 9.02 | 4.98 | 7.28 | 5.59 | 4.42 | 5.22 | 6.35 | 6.79 | 4.92 | 7.39 | 10.89 | 8.37 | 4.06 | 9.34 | 7.49 | 6.08 | 8.29 | 5.22 | 2.62 | 4.09 |
| Draw Down(%) | NA | 7.51 | 24.33 | 27.86 | 27.86 | NA | NA | 27.86 | 0.58 | 7.51 | 9.41 | 25.60 | 5.88 | 10.55 | 3.51 | 9.35 | 4.76 | 4.32 | 5.02 | 5.31 | 4.37 | 4.92 | 5.83 | 8.06 | 4.82 | 6.29 | 6.12 | 9.35 | 5.26 | 7.28 | 2.88 | 1.60 | 2.77 |
| Yield(%) | NA | 4.35 | 4.88 | 4.44 | 4.37 | NA | NA | 4.49 | NA | 0.69 | 4.39 | 3.85 | 5.43 | 4.25 | 4.15 | 3.29 | 0.24 | 4.95 | 5.19 | 7.39 | 4.31 | 5.39 | 1.97 | 3.99 | 4.47 | 2.66 | 5.38 | 5.42 | 4.66 | 5.09 | 3.58 | 5.51 | 6.93 |
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 |
|---|---|---|---|---|
| Bank Mutual Corporation 401(k) Plan Tactical Asset Allocation Moderate |
-3.14%
Sep 2019 - Sep 2022 |
-0.97%
Sep 2017 - Sep 2022 |
2.61%
Oct 2013 - Oct 2023 |
4.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bank Mutual Corporation 401(k) Plan Tactical Asset Allocation Moderate |
13.10%
Apr 2003 - Apr 2006 |
12.05%
Oct 2002 - Oct 2007 |
9.63%
Apr 2001 - Apr 2011 |
8.40%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart