Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HERITAGEBANK OF THE SOUTH 401(K) PLAN Tactical Asset Allocation Moderate | NA | 24.83% | 0.56% | 3.76% | 3.96% | 5.31% | 6.61% | 7.48% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERITAGEBANK OF THE SOUTH 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 (%) | -1.63 | 24.83 | 0.56 | 3.76 | 3.96 | 5.31 | 6.61 | 7.48 | NA | 5.37 | 13.19 | -20.24 | 13.22 | 7.26 | 13.97 | -3.02 | 9.73 | 2.45 | -2.42 | 2.58 | 10.92 | 10.36 | 0.00 | 12.53 | 20.85 | -2.16 | 11.26 | 17.69 | 6.85 | 12.68 | 22.48 | 5.28 | 6.58 |
| Sharpe Ratio | NA | -0.15 | -0.43 | 0.03 | 0.19 | NA | NA | 0.75 | -0.05 | -0.13 | 0.85 | -1.40 | 1.50 | 0.81 | 2.66 | -0.55 | 1.99 | 0.48 | -0.35 | 0.50 | 1.92 | 2.03 | 0.00 | 1.46 | 2.70 | -0.51 | 0.95 | 1.95 | 0.73 | 1.48 | 4.67 | 0.97 | 0.91 |
| Standard Deviation(%) | NA | 9.06 | 12.02 | 10.84 | 8.74 | NA | NA | 7.62 | 9.78 | 9.08 | 10.56 | 15.46 | 8.78 | 8.65 | 4.73 | 7.94 | 4.56 | 4.67 | 7.03 | 5.16 | 5.67 | 5.09 | 8.88 | 8.52 | 7.69 | 6.04 | 8.68 | 7.40 | 6.43 | 7.94 | 4.67 | 4.30 | 4.72 |
| Draw Down(%) | NA | 7.09 | 23.37 | 24.92 | 24.92 | NA | NA | 24.92 | 1.10 | 6.78 | 9.80 | 24.92 | 5.60 | 10.26 | 1.93 | 9.26 | 4.53 | 4.25 | 9.09 | 5.01 | 5.56 | 5.02 | 9.57 | 6.25 | 4.43 | 6.63 | 5.98 | 6.45 | 4.20 | 9.53 | 2.03 | 6.10 | 3.14 |
| Yield(%) | NA | 4.79 | 4.40 | 4.17 | 3.65 | NA | NA | 4.68 | NA | 0.87 | 4.69 | 4.09 | 3.17 | 4.05 | 4.41 | 4.07 | 0.49 | 2.20 | 4.13 | 4.65 | 3.26 | 4.92 | 2.30 | 5.71 | 5.15 | 5.01 | 6.05 | 9.65 | 6.00 | 3.04 | 4.62 | 7.35 | 7.88 |
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 |
|---|---|---|---|---|
| HERITAGEBANK OF THE SOUTH 401(K) PLAN Tactical Asset Allocation Moderate |
-1.92%
Sep 2019 - Sep 2022 |
0.37%
Sep 2017 - Sep 2022 |
2.07%
Oct 2013 - Oct 2023 |
4.44%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERITAGEBANK OF THE SOUTH 401(K) PLAN Tactical Asset Allocation Moderate |
15.36%
Mar 2003 - Mar 2006 |
14.75%
Oct 2002 - Oct 2007 |
11.96%
Apr 2001 - Apr 2011 |
9.17%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart