Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Southern Community Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 27.68% | 4.77% | 8.46% | 5.19% | 5.59% | 6.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southern Community Bank 401(k) Retirement 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 (%) | -1.10 | 27.68 | 4.77 | 8.46 | 5.19 | 5.59 | 6.55 | … | … | 0.70 | 8.43 | 17.75 | -15.05 | 14.55 | 14.67 | 9.65 | -2.39 | 8.41 | 2.96 | -6.53 | 3.55 | 15.14 | 8.70 | -4.69 | 7.07 | 17.20 | -0.55 | 11.40 | 11.99 | 6.62 | 8.04 | 17.53 | 1.68 | 6.75 |
| Sharpe Ratio | NA | 0.31 | -0.06 | 0.44 | 0.37 | NA | NA | … | … | 0.07 | 0.16 | 1.36 | -1.04 | 1.61 | 1.67 | 2.04 | -0.50 | 1.39 | 0.68 | -1.21 | 0.68 | 2.55 | 1.75 | -0.53 | 0.75 | 2.18 | -0.24 | 0.93 | 1.36 | 0.82 | 1.06 | 3.66 | 0.13 | 1.08 |
| Standard Deviation(%) | NA | 11.09 | 12.55 | 11.22 | 8.82 | NA | NA | … | … | 9.06 | 11.12 | 9.89 | 15.81 | 9.04 | 8.65 | 4.05 | 7.43 | 5.58 | 4.04 | 5.41 | 5.16 | 5.93 | 4.95 | 8.98 | 9.37 | 7.83 | 6.04 | 9.04 | 6.43 | 5.45 | 6.73 | 4.60 | 4.56 | 4.09 |
| Draw Down(%) | NA | 8.71 | 21.19 | 21.90 | 21.90 | NA | NA | … | … | 0.73 | 8.71 | 8.79 | 21.90 | 4.48 | 9.37 | 2.35 | 8.36 | 4.51 | 2.51 | 9.00 | 4.69 | 3.56 | 4.51 | 10.62 | 6.99 | 4.06 | 7.62 | 7.02 | 7.44 | 4.57 | 6.32 | 2.87 | 5.20 | 2.67 |
| Yield(%) | NA | 5.00 | 6.26 | 5.51 | 3.87 | NA | NA | … | … | NA | 0.70 | 4.92 | 3.95 | 9.73 | 4.10 | 5.21 | 3.76 | 0.29 | 2.23 | 1.67 | 3.09 | 3.68 | 3.52 | 2.50 | 4.51 | 5.11 | 4.97 | 5.74 | 5.45 | 3.53 | 3.67 | 3.19 | 5.09 | 6.24 |
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 |
|---|---|---|---|---|
| Southern Community Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-0.12%
Dec 2013 – Dec 2016 |
1.07%
Dec 2013 – Dec 2018 |
3.26%
Oct 2013 – Oct 2023 |
4.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southern Community Bank 401(k) Retirement Plan Tactical Asset Allocation Moderate |
12.93%
Dec 2018 – Dec 2021 |
11.77%
Oct 2002 – Oct 2007 |
9.00%
Apr 2001 – Apr 2011 |
7.28%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart