Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERISERV FINANCIAL 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 31.15% | 13.18% | 11.94% | 7.80% | 8.01% | 8.48% | 9.44% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERISERV FINANCIAL 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.75 | 31.15 | 13.18 | 11.94 | 7.80 | 8.01 | 8.48 | 9.44 | NA | 19.13 | 23.72 | -3.69 | 7.64 | 11.47 | 9.98 | -7.76 | 13.79 | 7.77 | -2.78 | 3.16 | 20.90 | 4.94 | 0.83 | 8.65 | 20.46 | -5.56 | 14.28 | 17.64 | 5.68 | 10.44 | 30.31 | 6.54 | 7.55 |
| Sharpe Ratio | NA | 1.55 | 1.02 | 0.97 | 0.80 | NA | NA | 1.04 | 0.09 | 1.42 | 2.93 | -0.53 | 0.69 | 1.19 | 2.35 | -1.34 | 2.55 | 1.47 | -0.54 | 0.47 | 2.71 | 0.79 | 0.10 | 0.71 | 2.38 | -1.28 | 1.24 | 1.91 | 0.57 | 1.23 | 5.02 | 1.08 | 1.10 |
| Standard Deviation(%) | NA | 8.93 | 8.46 | 9.24 | 7.53 | NA | NA | 7.47 | 11.21 | 8.86 | 6.64 | 9.51 | 11.04 | 9.46 | 3.65 | 6.76 | 5.17 | 5.14 | 5.19 | 6.75 | 7.70 | 6.18 | 7.98 | 12.08 | 8.57 | 5.07 | 9.09 | 7.53 | 6.17 | 7.70 | 5.90 | 5.03 | 4.77 |
| Draw Down(%) | NA | 6.84 | 9.66 | 12.91 | 14.14 | NA | NA | 14.14 | 0.91 | 6.84 | 3.53 | 9.66 | 6.39 | 12.91 | 2.28 | 13.33 | 2.53 | 3.39 | 6.31 | 7.75 | 5.31 | 6.32 | 6.73 | 11.80 | 5.56 | 11.14 | 6.63 | 9.47 | 5.67 | 8.37 | 6.17 | 7.28 | 3.45 |
| Yield(%) | NA | 16.89 | 12.25 | 9.00 | 5.76 | NA | NA | 5.49 | NA | 4.53 | 16.76 | 7.91 | 7.97 | 3.74 | 4.87 | 1.74 | 0.44 | 3.92 | 2.22 | 4.27 | 3.98 | 5.26 | 4.17 | 3.32 | 4.63 | 4.24 | 7.13 | 7.11 | 6.04 | 4.37 | 4.96 | 4.78 | 7.91 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERISERV FINANCIAL 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-0.97%
Oct 2017 - Oct 2020 |
2.00%
Mar 2015 - Mar 2020 |
4.03%
Apr 2010 - Apr 2020 |
5.44%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERISERV FINANCIAL 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
17.34%
Jul 2002 - Jul 2005 |
16.88%
Oct 2002 - Oct 2007 |
11.69%
Apr 2001 - Apr 2011 |
10.08%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart