Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sun National Bank 401(k) Plan Tactical Asset Allocation Moderate | NA | 23.24% | 0.18% | 6.02% | 4.94% | 6.47% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sun National Bank 401(k) 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 (%) | -1.21 | 23.24 | 0.18 | 6.02 | 4.94 | 6.47 | 7.08 | … | … | -0.67 | 2.15 | 10.51 | -16.79 | 16.04 | 14.18 | 20.73 | -3.72 | 4.20 | 2.62 | -0.86 | 2.64 | 16.28 | 9.24 | 6.67 | 8.51 | 17.37 | -1.74 | 8.67 | 19.57 | 2.03 | 14.98 | 22.55 | 1.88 | -1.24 |
| Sharpe Ratio | NA | -0.43 | -0.45 | 0.15 | 0.26 | NA | NA | … | … | -0.09 | -0.43 | 0.55 | -1.20 | 1.62 | 1.09 | 3.07 | -0.63 | 0.47 | 0.46 | -0.14 | 0.43 | 2.24 | 1.66 | 0.81 | 0.69 | 1.97 | -0.46 | 0.58 | 2.21 | -0.02 | 1.71 | 4.01 | 0.15 | -0.69 |
| Standard Deviation(%) | NA | 10.31 | 12.51 | 12.11 | 9.80 | NA | NA | … | … | 8.60 | 10.39 | 11.47 | 15.16 | 9.90 | 12.84 | 6.29 | 7.96 | 7.59 | 5.23 | 6.26 | 6.07 | 7.25 | 5.55 | 8.20 | 12.30 | 8.75 | 5.74 | 9.83 | 7.37 | 6.75 | 8.23 | 5.45 | 4.97 | 5.13 |
| Draw Down(%) | NA | 9.76 | 20.39 | 22.56 | 22.56 | NA | NA | … | … | 1.00 | 9.61 | 13.06 | 22.25 | 4.15 | 17.30 | 2.25 | 9.64 | 8.70 | 3.92 | 6.47 | 5.40 | 6.95 | 4.23 | 6.34 | 9.24 | 4.49 | 4.56 | 7.26 | 5.97 | 5.47 | 7.44 | 3.11 | 6.31 | 8.32 |
| Yield(%) | NA | 3.97 | 5.70 | 4.71 | 4.53 | NA | NA | … | … | NA | 0.67 | 3.91 | 5.57 | 6.70 | 3.03 | 4.43 | 6.37 | 0.02 | 2.28 | 7.63 | 5.14 | 3.76 | 4.10 | 2.38 | 3.14 | 4.81 | 3.15 | 5.29 | 7.93 | 1.66 | 1.86 | 4.87 | 5.30 | 5.42 |
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 |
|---|---|---|---|---|
| Sun National Bank 401(k) Plan Tactical Asset Allocation Moderate |
-2.07%
Dec 2021 – Dec 2024 |
0.93%
Dec 2013 – Dec 2018 |
3.29%
Oct 2013 – Oct 2023 |
5.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sun National Bank 401(k) Plan Tactical Asset Allocation Moderate |
16.95%
Dec 2018 – Dec 2021 |
14.49%
Oct 2002 – Oct 2007 |
11.03%
Apr 2003 – Apr 2013 |
9.40%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart