Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | -3.62% | 2.43% | 0.85% | 2.01% | 4.07% | 5.18% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 (%) | -0.59 | -3.62 | 2.43 | 0.85 | 2.01 | 4.07 | 5.18 | … | … | 0.35 | 5.91 | -10.83 | 8.80 | 7.38 | 4.98 | -3.09 | 11.57 | 4.93 | -3.86 | 1.92 | 17.43 | 7.51 | -0.01 | 3.73 | 16.44 | -4.60 | 9.82 | 14.17 | 3.84 | 14.23 | 22.60 | 7.26 | 7.65 |
| Sharpe Ratio | NA | 0.21 | -0.12 | 0.17 | 0.24 | NA | NA | … | … | 0.01 | 0.23 | -1.27 | 0.98 | 0.74 | 0.84 | -0.55 | 1.94 | 1.07 | -0.78 | 0.30 | 2.42 | 1.34 | 0.00 | 0.35 | 2.06 | -1.28 | 0.75 | 1.44 | 0.30 | 1.73 | 3.97 | 1.83 | 1.93 |
| Standard Deviation(%) | NA | 7.49 | 8.55 | 8.26 | 7.19 | NA | NA | … | … | 6.74 | 7.27 | 9.65 | 8.99 | 9.71 | 4.25 | 8.01 | 5.63 | 4.41 | 4.96 | 6.34 | 7.18 | 5.55 | 9.28 | 10.38 | 7.93 | 4.33 | 9.06 | 7.60 | 5.65 | 7.69 | 5.52 | 3.36 | 2.77 |
| Draw Down(%) | NA | 7.09 | 17.88 | 17.88 | 17.88 | NA | NA | … | … | 1.79 | 7.09 | 12.87 | 3.61 | 16.59 | 4.19 | 10.00 | 2.71 | 2.23 | 5.95 | 5.62 | 4.51 | 5.48 | 10.57 | 10.61 | 4.37 | 6.58 | 6.85 | 8.65 | 4.63 | 6.56 | 2.44 | 1.89 | 1.58 |
| Yield(%) | NA | 2.87 | 3.47 | 3.79 | 2.76 | NA | NA | … | … | 0.01 | 3.09 | 3.16 | 4.18 | 3.49 | 5.13 | 1.81 | 0.37 | 2.38 | 2.10 | 2.03 | 3.67 | 3.46 | 3.18 | 2.82 | 2.72 | 3.71 | 3.94 | 5.01 | 2.80 | 2.84 | 2.99 | 5.96 | 5.25 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate |
-1.64%
Oct 2017 – Oct 2020 |
0.11%
May 2018 – May 2023 |
2.01%
Oct 2013 – Oct 2023 |
3.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate |
15.62%
Apr 2003 – Apr 2006 |
13.88%
May 2002 – May 2007 |
9.73%
Apr 2001 – Apr 2011 |
7.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart