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 Strategic Asset Allocation - Equal Weight Moderate | NA | 14.51% | 1.94% | 4.86% | 5.13% | 7.36% | 6.41% | 7.14% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | 0.73 | 14.51 | 1.94 | 4.86 | 5.13 | 7.36 | 6.41 | 7.14 | NA | 5.76 | 11.49 | -14.99 | 8.68 | 10.40 | 18.23 | -6.26 | 13.41 | 5.87 | -0.19 | 10.78 | 10.70 | 14.75 | 1.92 | 19.36 | 25.50 | -22.88 | -1.19 | 16.67 | 6.77 | 14.51 | 22.36 | -2.86 | 6.76 |
| Sharpe Ratio | NA | 0.24 | -0.14 | 0.21 | 0.31 | NA | NA | 0.43 | 0.27 | -0.11 | 0.86 | -1.29 | 1.11 | 0.52 | 2.69 | -0.90 | 2.52 | 0.68 | -0.03 | 1.72 | 1.39 | 2.02 | 0.12 | 1.36 | 0.89 | -0.79 | -0.36 | 1.78 | 0.59 | 1.58 | 2.90 | -0.41 | 0.91 |
| Standard Deviation(%) | NA | 7.36 | 9.58 | 12.04 | 10.05 | NA | NA | 12.57 | 6.26 | 7.59 | 8.41 | 12.66 | 7.77 | 19.60 | 6.26 | 8.40 | 5.06 | 8.38 | 8.48 | 6.27 | 7.68 | 7.29 | 15.09 | 14.16 | 28.59 | 29.95 | 11.58 | 7.52 | 7.84 | 8.61 | 7.46 | 9.67 | 4.87 |
| Draw Down(%) | NA | 4.92 | 16.15 | 21.78 | 24.37 | NA | NA | 42.92 | 1.51 | 4.26 | 9.07 | 20.45 | 4.11 | 24.37 | 3.25 | 10.55 | 2.50 | 6.80 | 7.93 | 4.48 | 8.36 | 5.42 | 13.39 | 9.98 | 21.68 | 37.66 | 8.81 | 4.89 | 5.55 | 9.71 | 4.89 | 13.29 | 3.43 |
| Yield(%) | NA | 3.83 | 3.34 | 3.39 | 3.36 | NA | NA | 3.80 | NA | 1.02 | 3.83 | 2.03 | 3.47 | 4.07 | 2.98 | 2.69 | 3.75 | 3.19 | 3.60 | 3.86 | 3.83 | 4.02 | 4.54 | 4.26 | 4.40 | 3.95 | 3.86 | 3.94 | 4.59 | 3.80 | 3.80 | 3.46 | 4.51 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-10.74%
Feb 2006 - Feb 2009 |
-2.63%
Feb 2004 - Feb 2009 |
4.14%
Oct 2013 - Oct 2023 |
4.88%
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 Strategic Asset Allocation - Equal Weight Moderate |
24.69%
Feb 2009 - Feb 2012 |
19.11%
Feb 2009 - Feb 2014 |
11.95%
Feb 2009 - Feb 2019 |
9.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart