Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 5.80% | 10.02% | 8.47% | 7.68% | 6.03% | 6.85% | 6.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Metro Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 04/28/2022 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2022.
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 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 5.80 | 10.02 | 8.47 | 7.68 | 6.03 | 6.85 | 6.51 | -8.32 | 9.28 | 12.15 | 16.91 | -4.50 | 15.13 | 0.33 | 0.00 | 4.11 | 18.60 | 14.57 | 0.69 | 10.60 | 27.74 | -29.57 | 11.01 | 14.46 | 9.48 | 10.03 | 20.52 | -7.56 | 1.26 |
| Sharpe Ratio | NA | -0.66 | 0.48 | 0.58 | 0.67 | NA | NA | 0.48 | -0.74 | 1.13 | 0.71 | 2.27 | -0.65 | 3.60 | 0.02 | 0.00 | 0.60 | 2.60 | 1.84 | 0.05 | 0.85 | 1.63 | -1.35 | 0.80 | 1.36 | 1.19 | 1.19 | 2.33 | -0.87 | -0.13 |
| Standard Deviation(%) | NA | 9.16 | 11.86 | 10.29 | 9.04 | NA | NA | 10.87 | 11.32 | 8.23 | 16.81 | 6.82 | 8.89 | 4.03 | 8.33 | 8.59 | 6.86 | 7.15 | 7.88 | 14.69 | 12.36 | 16.96 | 22.67 | 10.02 | 8.25 | 6.14 | 7.62 | 8.53 | 9.92 | 8.20 |
| Draw Down(%) | NA | 10.81 | 19.89 | 19.89 | 19.89 | NA | NA | 41.32 | 10.62 | 4.26 | 19.89 | 3.52 | 11.44 | 1.18 | 7.70 | 9.28 | 5.46 | 5.77 | 6.13 | 13.72 | 9.24 | 16.59 | 39.66 | 6.76 | 9.36 | 3.90 | 7.34 | 9.63 | 15.91 | 10.01 |
| Yield(%) | NA | 6.48 | 4.81 | 4.15 | 3.18 | NA | NA | 3.44 | 0.08 | 7.19 | 3.89 | 3.89 | 4.13 | 2.22 | 3.00 | 2.02 | 2.36 | 1.37 | 2.63 | 2.18 | 1.93 | 2.07 | 3.10 | 8.08 | 6.20 | 2.82 | 2.75 | 2.76 | 2.13 | 5.54 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.41%
Feb 2006 - Feb 2009 |
-1.49%
Feb 2004 - Feb 2009 |
4.59%
Oct 2007 - Oct 2017 |
5.61%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Metro Bank Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
19.61%
Feb 2009 - Feb 2012 |
16.93%
Feb 2009 - Feb 2014 |
10.21%
Feb 2009 - Feb 2019 |
8.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart