Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 20.99% | 6.00% | 9.49% | 8.49% | 9.19% | 9.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K 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 (%) | -0.27 | 20.99 | 6.00 | 9.49 | 8.49 | 9.19 | 9.86 | … | … | -0.23 | 4.71 | 17.55 | -7.48 | 15.13 | 11.07 | 18.16 | -3.25 | 13.24 | 12.20 | 0.19 | 6.20 | 18.43 | 9.42 | 3.12 | 13.38 | 13.70 | 7.29 | 12.16 | 16.01 | 8.28 | 13.70 | 12.78 | -4.33 | 8.19 |
| Sharpe Ratio | NA | -0.16 | 0.14 | 0.43 | 0.61 | NA | NA | … | … | -0.08 | -0.22 | 1.67 | -0.77 | 1.36 | 0.59 | 2.94 | -0.52 | 2.51 | 1.57 | 0.02 | 0.77 | 2.68 | 1.40 | 0.27 | 1.39 | 1.42 | 1.10 | 0.99 | 1.86 | 1.04 | 1.55 | 1.71 | -0.88 | 1.34 |
| Standard Deviation(%) | NA | 8.39 | 9.40 | 12.13 | 10.04 | NA | NA | … | … | 3.62 | 8.52 | 7.96 | 11.49 | 11.15 | 18.52 | 5.69 | 8.83 | 5.03 | 7.65 | 8.98 | 8.04 | 6.87 | 6.70 | 11.51 | 9.57 | 9.56 | 5.79 | 9.25 | 6.84 | 5.88 | 8.21 | 7.06 | 6.17 | 4.38 |
| Draw Down(%) | NA | 7.25 | 12.34 | 22.34 | 22.34 | NA | NA | … | … | 0.29 | 7.25 | 6.23 | 14.30 | 6.91 | 22.34 | 2.40 | 12.56 | 2.10 | 4.17 | 9.17 | 4.87 | 4.01 | 5.51 | 9.36 | 7.26 | 6.15 | 3.98 | 6.90 | 8.06 | 4.50 | 6.12 | 6.45 | 8.41 | 3.13 |
| Yield(%) | NA | 3.72 | 6.02 | 5.32 | 5.53 | NA | NA | … | … | NA | 1.05 | 3.82 | 4.83 | 9.96 | 3.26 | 6.58 | 6.28 | 4.94 | 5.52 | 8.87 | 4.04 | 6.16 | 6.12 | 3.20 | 2.56 | 3.34 | 3.66 | 9.23 | 6.82 | 4.72 | 3.57 | 3.16 | 3.74 | 6.05 |
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 |
|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
3.13%
Mar 2017 – Mar 2020 |
4.14%
Mar 2015 – Mar 2020 |
6.95%
Mar 2010 – Mar 2020 |
7.90%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMMONS FIRST NATIONAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
15.46%
Apr 2003 – Apr 2006 |
13.51%
Feb 2003 – Feb 2008 |
11.89%
Apr 2003 – Apr 2013 |
11.06%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart