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 Strategic Asset Allocation - Equal Weight Moderate | NA | 6.27% | -0.12% | 3.19% | 2.86% | 5.40% | 5.20% | 5.52% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.62 | 6.27 | -0.12 | 3.19 | 2.86 | 5.40 | 5.20 | 5.52 | 0.14 | 11.23 | -12.73 | 1.59 | 14.03 | 16.40 | -8.67 | 14.26 | 6.83 | -1.74 | 0.09 | 12.09 | 10.91 | -4.23 | 10.67 | 24.89 | -22.04 | 14.70 | 11.61 | 8.28 | 12.64 | 21.49 | -2.07 | 4.44 |
| Sharpe Ratio | NA | 0.20 | -0.25 | 0.26 | 0.29 | NA | NA | 0.48 | -0.02 | 0.87 | -1.11 | 0.16 | 0.78 | 2.18 | -1.09 | 2.48 | 0.70 | -0.20 | 0.01 | 1.80 | 1.58 | -0.36 | 1.13 | 1.88 | -1.37 | 1.38 | 1.14 | 1.07 | 1.86 | 3.73 | -0.45 | 0.30 |
| Standard Deviation(%) | NA | 7.93 | 10.27 | 11.67 | 10.07 | NA | NA | 9.60 | 7.69 | 8.00 | 12.66 | 9.96 | 17.70 | 6.87 | 9.17 | 5.50 | 9.45 | 9.00 | 6.86 | 6.70 | 6.86 | 11.80 | 9.37 | 13.20 | 16.73 | 8.49 | 7.30 | 5.70 | 6.29 | 5.58 | 7.05 | 7.11 |
| Draw Down(%) | NA | 7.47 | 22.10 | 22.48 | 22.48 | NA | NA | 32.63 | 2.21 | 7.47 | 19.07 | 6.92 | 22.48 | 4.04 | 15.04 | 4.18 | 7.50 | 11.55 | 7.16 | 6.15 | 6.43 | 13.99 | 8.07 | 14.36 | 31.47 | 6.34 | 8.49 | 4.33 | 6.25 | 5.13 | 13.83 | 10.47 |
| Yield(%) | NA | 3.33 | 2.55 | 2.96 | 2.55 | NA | NA | 3.25 | 0.01 | 3.59 | 2.27 | 1.89 | 4.80 | 2.43 | 1.75 | 0.32 | 2.61 | 3.14 | 2.81 | 2.34 | 2.56 | 3.29 | 2.45 | 2.67 | 4.78 | 10.25 | 7.34 | 4.38 | 2.34 | 2.96 | 1.80 | 2.01 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.57%
Feb 2006 - Feb 2009 |
-0.09%
Sep 2017 - Sep 2022 |
2.86%
Oct 2013 - Oct 2023 |
2.98%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREENLEAF TRUST 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.10%
Mar 2003 - Mar 2006 |
14.87%
Oct 2002 - Oct 2007 |
8.70%
Mar 2003 - Mar 2013 |
7.85%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart