Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Tactical Asset Allocation Moderate | NA | 28.56% | 6.46% | 10.80% | 7.99% | 8.65% | 9.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Huntington Investment and Tax Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.09 | 28.56 | 6.46 | 10.80 | 7.99 | 8.65 | 9.01 | … | … | 0.18 | 10.09 | 16.22 | -10.38 | 15.15 | 15.12 | 22.44 | -9.35 | 8.81 | 9.75 | -0.19 | 7.38 | 15.34 | 10.47 | 2.57 | 13.45 | 10.71 | 5.24 | 10.45 | 13.42 | 8.59 | 12.14 | 10.77 | -2.60 | 1.71 |
| Sharpe Ratio | NA | 0.33 | 0.07 | 0.46 | 0.46 | NA | NA | … | … | 0.01 | 0.25 | 1.19 | -0.98 | 1.19 | 0.83 | 1.78 | -0.78 | 1.31 | 0.97 | -0.02 | 0.82 | 2.06 | 1.34 | 0.19 | 1.45 | 1.19 | 0.79 | 0.84 | 1.30 | 0.96 | 1.46 | 1.43 | -0.61 | -0.09 |
| Standard Deviation(%) | NA | 13.74 | 12.07 | 13.55 | 12.28 | NA | NA | … | … | 9.71 | 13.81 | 10.10 | 12.02 | 12.70 | 17.86 | 11.84 | 13.65 | 6.25 | 9.86 | 11.47 | 9.02 | 7.42 | 7.77 | 13.21 | 9.19 | 8.92 | 5.42 | 8.91 | 7.80 | 6.67 | 7.66 | 7.04 | 6.11 | 6.57 |
| Draw Down(%) | NA | 10.87 | 14.38 | 19.71 | 19.71 | NA | NA | … | … | 0.86 | 10.71 | 7.88 | 14.79 | 5.81 | 19.71 | 6.63 | 19.18 | 3.34 | 6.73 | 9.94 | 6.44 | 4.45 | 5.87 | 12.17 | 6.47 | 5.48 | 3.17 | 6.52 | 10.02 | 4.99 | 6.52 | 5.29 | 6.93 | 7.24 |
| Yield(%) | NA | 2.43 | 3.71 | 3.88 | 6.36 | NA | NA | … | … | NA | 0.98 | 2.75 | 2.24 | 5.76 | 6.87 | 2.16 | 9.63 | 9.45 | 15.29 | 4.68 | 7.09 | 3.30 | 3.92 | 4.24 | 4.68 | 2.80 | 3.69 | 9.04 | 4.51 | 3.95 | 1.69 | 2.12 | 3.82 | 4.36 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Tactical Asset Allocation Moderate |
1.54%
Mar 2017 – Mar 2020 |
2.48%
Mar 2015 – Mar 2020 |
6.04%
Mar 2010 – Mar 2020 |
7.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huntington Investment and Tax Savings Plan Tactical Asset Allocation Moderate |
17.52%
Dec 2018 – Dec 2021 |
11.70%
Mar 2003 – Mar 2008 |
10.53%
Sep 2003 – Sep 2013 |
9.67%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart