Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate | NA | 18.59% | 0.31% | 5.71% | 4.52% | 5.60% | 6.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hawthorn Bancshares, Inc. Profit Sharing 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 (%) | -1.02 | 18.59 | 0.31 | 5.71 | 4.52 | 5.60 | 6.41 | … | … | 0.73 | 4.66 | 11.37 | -15.20 | 5.66 | 21.50 | 8.20 | -1.35 | 10.06 | 2.19 | -3.33 | 2.83 | 18.61 | 5.94 | 0.03 | 8.36 | 19.42 | -3.87 | 12.60 | 12.32 | 4.25 | 9.66 | 20.33 | 0.32 | 7.59 |
| Sharpe Ratio | NA | -0.07 | -0.41 | 0.27 | 0.31 | NA | NA | … | … | 0.07 | -0.18 | 1.03 | -1.73 | 0.53 | 2.60 | 1.26 | -0.35 | 1.84 | 0.46 | -0.61 | 0.48 | 2.76 | 1.14 | 0.00 | 0.93 | 2.69 | -1.07 | 1.05 | 1.45 | 0.39 | 1.40 | 3.50 | -0.16 | 1.14 |
| Standard Deviation(%) | NA | 10.61 | 9.19 | 9.34 | 7.73 | NA | NA | … | … | 10.10 | 10.60 | 6.90 | 9.61 | 10.67 | 8.19 | 5.39 | 7.56 | 5.12 | 4.33 | 5.54 | 5.92 | 6.73 | 5.15 | 6.73 | 8.91 | 7.17 | 4.47 | 9.12 | 6.25 | 5.32 | 6.25 | 5.62 | 4.94 | 4.65 |
| Draw Down(%) | NA | 9.61 | 15.29 | 18.75 | 18.75 | NA | NA | … | … | 0.83 | 9.61 | 6.21 | 16.21 | 7.16 | 6.66 | 3.00 | 9.13 | 4.32 | 3.42 | 8.02 | 5.78 | 4.66 | 4.58 | 6.13 | 8.11 | 3.88 | 7.86 | 6.88 | 7.49 | 4.26 | 6.01 | 2.69 | 7.10 | 3.30 |
| Yield(%) | NA | 4.31 | 4.84 | 4.51 | 3.06 | NA | NA | … | … | NA | 0.85 | 4.68 | 3.45 | 5.40 | 6.21 | 2.78 | 1.35 | 0.14 | 2.08 | 1.30 | 3.21 | 5.48 | 3.86 | 1.67 | 4.48 | 4.13 | 2.69 | 7.43 | 5.44 | 4.80 | 3.72 | 2.20 | 5.57 | 8.13 |
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 |
|---|---|---|---|---|
| Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate |
-0.60%
Apr 2021 – Apr 2024 |
1.98%
Dec 2013 – Dec 2018 |
3.27%
Oct 2013 – Oct 2023 |
4.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate |
12.72%
Oct 2004 – Oct 2007 |
13.00%
Oct 2002 – Oct 2007 |
9.17%
Apr 2001 – Apr 2011 |
8.13%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart