Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GREENLEAF TRUST 401K PLAN Tactical Asset Allocation Moderate | NA | 3.04% | 0.56% | 0.33% | 2.02% | 4.54% | 6.28% | 6.58% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GREENLEAF TRUST 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.49 | 3.04 | 0.56 | 0.33 | 2.02 | 4.54 | 6.28 | 6.58 | 0.19 | 13.55 | -15.84 | 5.64 | 6.23 | 5.70 | -3.79 | 17.14 | 9.30 | -7.96 | 2.14 | 12.87 | 0.59 | 2.25 | 6.21 | 20.85 | 4.78 | 20.77 | 13.30 | 8.86 | 13.69 | 20.90 | 6.92 | -0.36 |
| Sharpe Ratio | NA | 0.33 | -0.22 | 0.09 | 0.27 | NA | NA | 0.73 | -0.01 | 1.16 | -1.74 | 0.58 | 0.72 | 0.88 | -0.65 | 2.99 | 1.53 | -1.31 | 0.33 | 1.71 | 0.10 | 0.28 | 0.61 | 1.83 | 0.52 | 1.67 | 1.09 | 1.06 | 1.69 | 3.55 | 1.17 | -0.51 |
| Standard Deviation(%) | NA | 7.83 | 9.11 | 8.40 | 7.45 | NA | NA | 7.73 | 7.55 | 8.02 | 9.91 | 9.68 | 8.32 | 4.87 | 7.80 | 5.52 | 5.93 | 6.08 | 6.51 | 7.53 | 5.62 | 8.01 | 10.10 | 11.33 | 7.46 | 10.68 | 9.23 | 6.30 | 7.52 | 5.69 | 4.95 | 5.22 |
| Draw Down(%) | NA | 6.54 | 19.57 | 19.57 | 19.57 | NA | NA | 19.57 | 1.96 | 6.54 | 16.16 | 6.12 | 9.60 | 4.24 | 10.19 | 2.35 | 4.81 | 11.47 | 6.31 | 6.14 | 5.78 | 6.72 | 9.01 | 5.42 | 6.75 | 9.96 | 9.82 | 4.55 | 8.47 | 2.68 | 2.93 | 5.86 |
| Yield(%) | NA | 3.25 | 2.91 | 3.64 | 3.11 | NA | NA | 4.17 | 0.11 | 3.46 | 2.12 | 3.32 | 5.73 | 3.71 | 2.30 | 0.21 | 3.48 | 2.10 | 4.97 | 2.61 | 2.83 | 5.41 | 3.10 | 3.52 | 5.40 | 13.90 | 11.29 | 4.14 | 2.83 | 4.79 | 3.44 | 1.08 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| GREENLEAF TRUST 401K PLAN Tactical Asset Allocation Moderate |
-1.89%
Dec 2019 - Dec 2022 |
-0.89%
Oct 2017 - Oct 2022 |
2.02%
Oct 2013 - Oct 2023 |
3.94%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREENLEAF TRUST 401K PLAN Tactical Asset Allocation Moderate |
17.28%
Apr 2003 - Apr 2006 |
16.00%
Oct 2002 - Oct 2007 |
12.10%
Apr 2001 - Apr 2011 |
9.69%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart