Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate | NA | 23.26% | 4.84% | 8.57% | 6.76% | 8.66% | 8.48% | 8.68% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.16 | 23.26 | 4.84 | 8.57 | 6.76 | 8.66 | 8.48 | 8.68 | NA | 11.31 | 16.20 | -17.03 | 15.08 | 15.38 | 13.88 | -4.49 | 16.31 | 6.96 | -4.38 | 4.86 | 14.56 | 18.06 | 2.80 | 21.46 | 23.01 | -2.70 | 3.68 | 12.75 | 4.48 | 9.36 | 14.50 | 7.41 | 1.55 |
| Sharpe Ratio | NA | 0.81 | 0.13 | 0.57 | 0.54 | NA | NA | 0.91 | 0.23 | 0.56 | 1.18 | -1.15 | 1.73 | 1.70 | 2.27 | -0.78 | 3.95 | 1.31 | -0.59 | 0.79 | 1.92 | 3.15 | 0.25 | 2.35 | 3.70 | -0.52 | 0.11 | 2.00 | 0.44 | 1.51 | 3.22 | 1.33 | -0.16 |
| Standard Deviation(%) | NA | 8.36 | 11.77 | 10.79 | 8.80 | NA | NA | 7.58 | 8.24 | 8.46 | 10.11 | 16.04 | 8.70 | 8.92 | 5.49 | 7.43 | 3.97 | 5.17 | 7.43 | 6.10 | 7.58 | 5.72 | 11.26 | 9.11 | 6.20 | 6.99 | 5.96 | 4.73 | 5.24 | 5.57 | 4.29 | 4.75 | 4.84 |
| Draw Down(%) | NA | 5.44 | 18.94 | 22.18 | 22.18 | NA | NA | 22.18 | 2.08 | 4.99 | 8.99 | 22.18 | 4.76 | 10.77 | 3.45 | 10.56 | 1.32 | 3.64 | 10.52 | 5.32 | 8.43 | 3.47 | 10.62 | 6.16 | 2.49 | 5.95 | 4.08 | 2.86 | 3.56 | 6.51 | 2.17 | 5.59 | 3.73 |
| Yield(%) | NA | 4.72 | 3.96 | 3.18 | 3.42 | NA | NA | 4.14 | NA | 1.55 | 4.37 | 3.35 | 2.76 | 1.63 | 2.88 | 2.89 | 4.07 | 3.66 | 3.12 | 4.96 | 3.52 | 5.79 | 6.07 | 5.30 | 6.32 | 4.46 | 4.05 | 4.18 | 4.70 | 3.93 | 4.74 | 5.08 | 1.79 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate |
1.83%
Apr 2021 - Apr 2024 |
3.48%
Sep 2017 - Sep 2022 |
4.53%
Oct 2013 - Oct 2023 |
7.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBANK Only One Fund Risk Asset 401(k) PLAN Tactical Asset Allocation Moderate |
17.30%
Mar 2009 - Mar 2012 |
16.20%
Feb 2009 - Feb 2014 |
11.04%
Apr 2003 - Apr 2013 |
9.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart