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 |
|---|---|---|---|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 24.69% | 0.59% | 4.02% | 4.09% | 5.00% | 5.84% | 6.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Plumas Bank 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 (%) | -1.16 | 24.69 | 0.59 | 4.02 | 4.09 | 5.00 | 5.84 | 6.56 | NA | 3.69 | 15.70 | -20.56 | 5.72 | 12.49 | 10.29 | -1.59 | 12.24 | 1.81 | -0.41 | 2.19 | 15.39 | 8.97 | -0.03 | 4.84 | 17.32 | -4.10 | 10.54 | 11.66 | 5.69 | 11.45 | 16.91 | 5.82 | 6.98 |
| Sharpe Ratio | NA | -0.10 | -0.35 | 0.01 | 0.20 | NA | NA | 0.61 | 0.08 | -0.28 | 1.16 | -1.32 | 0.54 | 1.18 | 1.90 | -0.37 | 2.42 | 0.39 | -0.09 | 0.36 | 2.23 | 1.90 | -0.01 | 0.47 | 2.28 | -1.23 | 0.80 | 1.16 | 0.56 | 1.30 | 3.02 | 1.80 | 1.14 |
| Standard Deviation(%) | NA | 10.41 | 12.69 | 11.87 | 9.24 | NA | NA | 7.89 | 7.72 | 10.49 | 9.88 | 16.61 | 10.53 | 10.42 | 4.69 | 7.94 | 4.80 | 4.08 | 5.03 | 6.13 | 6.90 | 4.70 | 7.72 | 10.06 | 7.57 | 4.09 | 9.48 | 7.21 | 6.29 | 8.07 | 5.38 | 2.62 | 4.09 |
| Draw Down(%) | NA | 9.14 | 24.55 | 26.18 | 26.18 | NA | NA | 26.18 | 0.55 | 9.14 | 10.00 | 26.11 | 6.18 | 10.49 | 3.47 | 8.00 | 3.47 | 3.51 | 4.37 | 5.04 | 5.60 | 4.07 | 7.75 | 8.64 | 3.31 | 6.29 | 7.35 | 8.40 | 4.88 | 7.21 | 3.37 | 1.60 | 2.77 |
| Yield(%) | NA | 4.37 | 5.33 | 6.21 | 5.00 | NA | NA | 4.66 | NA | 0.62 | 4.41 | 2.84 | 8.03 | 10.98 | 4.70 | 5.85 | 0.23 | 2.79 | 5.09 | 4.64 | 3.30 | 4.76 | 1.96 | 4.41 | 4.39 | 2.62 | 5.28 | 6.13 | 4.53 | 3.82 | 3.46 | 5.51 | 6.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-3.32%
Sep 2019 - Sep 2022 |
-0.77%
Sep 2017 - Sep 2022 |
2.26%
Oct 2013 - Oct 2023 |
3.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Plumas Bank 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate |
12.73%
Apr 2003 - Apr 2006 |
11.98%
Oct 2002 - Oct 2007 |
9.07%
Apr 2001 - Apr 2011 |
7.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart