Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate | NA | 16.63% | 3.08% | 6.07% | 6.23% | 8.91% | 9.10% | 10.18% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RENASANT BANK 401(k) PLAN Asset Allocation Composite 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 (%) | 0.96 | 16.63 | 3.08 | 6.07 | 6.23 | 8.91 | 9.10 | 10.18 | NA | 7.06 | 13.71 | -14.82 | 11.27 | 10.47 | 18.31 | -3.78 | 14.24 | 7.31 | -0.58 | 8.59 | 18.39 | 18.99 | 0.06 | 24.21 | 27.97 | -4.22 | 4.44 | 14.51 | 8.35 | 14.88 | 25.18 | 8.85 | 7.26 |
| Sharpe Ratio | NA | 0.23 | 0.00 | 0.42 | 0.53 | NA | NA | 1.00 | 0.22 | 0.06 | 1.12 | -1.76 | 1.32 | 1.22 | 2.67 | -0.58 | 2.71 | 1.03 | -0.09 | 1.29 | 2.41 | 2.33 | 0.00 | 2.28 | 2.53 | -0.67 | 0.14 | 1.55 | 0.89 | 1.70 | 3.65 | 1.80 | 0.99 |
| Standard Deviation(%) | NA | 8.06 | 8.34 | 8.49 | 7.80 | NA | NA | 8.30 | 7.57 | 8.05 | 8.47 | 9.21 | 8.55 | 8.41 | 6.34 | 8.80 | 5.02 | 6.89 | 7.10 | 6.65 | 7.60 | 8.11 | 14.87 | 10.59 | 11.00 | 7.73 | 10.49 | 7.26 | 6.94 | 8.20 | 6.71 | 4.31 | 4.98 |
| Draw Down(%) | NA | 5.60 | 10.29 | 16.02 | 16.02 | NA | NA | 16.02 | 1.91 | 4.41 | 8.72 | 15.57 | 4.45 | 12.65 | 2.80 | 11.68 | 1.92 | 4.88 | 7.06 | 5.09 | 7.04 | 6.31 | 14.48 | 8.44 | 5.18 | 9.85 | 7.94 | 6.73 | 4.32 | 8.87 | 2.69 | 2.99 | 3.73 |
| Yield(%) | NA | 4.61 | 4.25 | 4.01 | 4.51 | NA | NA | 4.74 | NA | 1.25 | 4.41 | 2.65 | 5.16 | 4.10 | 3.29 | 4.29 | 5.52 | 5.28 | 4.17 | 6.58 | 3.33 | 4.86 | 3.74 | 5.46 | 5.78 | 6.71 | 4.66 | 4.00 | 3.61 | 3.07 | 4.09 | 5.99 | 7.02 |
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 |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate |
0.09%
Apr 2021 - Apr 2024 |
3.43%
Sep 2018 - Sep 2023 |
4.98%
Oct 2013 - Oct 2023 |
8.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate |
19.66%
Mar 2009 - Mar 2012 |
18.52%
Feb 2009 - Feb 2014 |
13.75%
Apr 2003 - Apr 2013 |
11.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart