Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Delaware County Bank Trust Company Employee 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 17.53% | 1.01% | 6.25% | 4.06% | 5.23% | 6.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Delaware County Bank Trust Company Employee 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 (%) | -0.86 | 17.53 | 1.01 | 6.25 | 4.06 | 5.23 | 6.37 | … | … | 718.98 | 2.06 | 11.90 | -15.22 | 12.36 | 17.62 | 9.29 | -4.08 | 3.37 | 6.59 | -3.90 | -1.99 | 14.94 | 10.46 | 0.66 | 12.15 | 22.82 | -2.31 | 10.31 | 12.38 | 6.52 | 10.31 | 20.69 | -2.86 | 1.43 |
| Sharpe Ratio | NA | 3.57 | 0.81 | 0.62 | 0.40 | NA | NA | … | … | 0.49 | -0.44 | 0.88 | -1.51 | 1.14 | 2.05 | 2.21 | -0.75 | 0.48 | 1.47 | -0.69 | -0.36 | 2.20 | 1.87 | 0.09 | 1.17 | 2.99 | -1.03 | 0.84 | 1.20 | 0.75 | 1.30 | 3.61 | -1.40 | -0.31 |
| Standard Deviation(%) | NA | 207.03 | 120.05 | 93.08 | 65.91 | NA | NA | … | … | 1,461.89 | 10.39 | 8.65 | 11.03 | 10.82 | 8.47 | 3.57 | 7.17 | 5.66 | 4.35 | 5.72 | 5.52 | 6.77 | 5.57 | 7.39 | 10.32 | 7.59 | 3.13 | 8.75 | 7.60 | 5.82 | 7.19 | 5.54 | 2.83 | 2.86 |
| Draw Down(%) | NA | 8.01 | 15.86 | 18.53 | 18.53 | NA | NA | … | … | 4.76 | 8.01 | 8.39 | 18.53 | 5.95 | 9.33 | 2.13 | 9.41 | 5.47 | 4.19 | 7.78 | 5.78 | 4.55 | 5.33 | 6.70 | 8.78 | 4.69 | 4.78 | 7.58 | 9.74 | 4.37 | 7.71 | 3.77 | 5.63 | 1.75 |
| Yield(%) | NA | 3.89 | 7.28 | 7.09 | 5.03 | NA | NA | … | … | NA | 0.70 | 3.99 | 3.36 | 14.22 | 8.27 | 6.27 | 4.83 | 0.39 | 3.17 | 2.65 | 3.74 | 4.68 | 4.87 | 2.96 | 3.06 | 5.41 | 2.13 | 5.44 | 4.82 | 3.09 | 3.57 | 1.83 | 0.96 | 0.97 |
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 |
|---|---|---|---|---|
| The Delaware County Bank Trust Company Employee 401(k) Retirement Plan Tactical Asset Allocation Mod |
-1.07%
Dec 2021 – Dec 2024 |
-0.09%
Dec 2013 – Dec 2018 |
2.30%
Oct 2013 – Oct 2023 |
4.71%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Delaware County Bank Trust Company Employee 401(k) Retirement Plan Tactical Asset Allocation Mod |
14.90%
Apr 2003 – Apr 2006 |
12.69%
Oct 2002 – Oct 2007 |
10.61%
Jul 2003 – Jul 2013 |
8.27%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart