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 |
|---|---|---|---|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Strategic Asset Allocation - Optimal Moderate | NA | 21.96% | 1.83% | 5.15% | 4.85% | 7.00% | 6.90% | 7.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RENASANT BANK 401(k) PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.05 | 21.96 | 1.83 | 5.15 | 4.85 | 7.00 | 6.90 | 7.17 | NA | 9.55 | 11.60 | -14.42 | 6.55 | 11.96 | 16.11 | -7.19 | 11.10 | 6.28 | 0.82 | 5.46 | 12.24 | 17.35 | -0.06 | 17.28 | 32.80 | -25.90 | 9.49 | 14.46 | 9.63 | 13.25 | 23.90 | -3.78 | 2.70 |
| Sharpe Ratio | NA | 0.50 | -0.22 | 0.17 | 0.32 | NA | NA | 0.53 | 0.00 | 0.38 | 0.91 | -1.24 | 0.78 | 0.64 | 2.12 | -0.92 | 2.48 | 0.74 | 0.10 | 0.93 | 1.79 | 2.37 | -0.01 | 1.55 | 1.87 | -1.23 | 0.69 | 1.45 | 1.26 | 1.66 | 3.19 | -0.55 | 0.05 |
| Standard Deviation(%) | NA | 7.66 | 9.81 | 11.79 | 9.86 | NA | NA | 10.51 | 6.11 | 7.74 | 8.11 | 12.75 | 8.38 | 18.32 | 6.93 | 9.22 | 4.22 | 8.18 | 7.75 | 5.83 | 6.83 | 7.30 | 13.58 | 11.06 | 17.54 | 21.89 | 9.48 | 7.74 | 5.94 | 7.40 | 7.28 | 8.84 | 8.64 |
| Draw Down(%) | NA | 4.25 | 20.74 | 23.67 | 23.67 | NA | NA | 38.93 | 0.56 | 4.25 | 8.51 | 21.01 | 5.84 | 23.67 | 3.49 | 13.68 | 1.72 | 6.96 | 7.01 | 5.56 | 7.58 | 5.79 | 13.17 | 7.94 | 17.06 | 35.88 | 7.22 | 9.36 | 4.92 | 7.99 | 8.03 | 17.22 | 14.90 |
| Yield(%) | NA | 4.78 | 4.63 | 4.33 | 3.61 | NA | NA | 3.63 | NA | 1.35 | 4.42 | 3.14 | 5.01 | 5.61 | 1.85 | 4.44 | 0.48 | 2.82 | 3.21 | 3.96 | 3.71 | 2.93 | 2.87 | 2.07 | 2.59 | 4.68 | 9.49 | 8.45 | 4.49 | 3.34 | 0.29 | 0.43 | 1.89 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Strategic Asset Allocation - Optimal Moderate |
-7.33%
Feb 2006 - Feb 2009 |
-0.09%
Feb 2004 - Feb 2009 |
3.47%
Oct 2013 - Oct 2023 |
4.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Strategic Asset Allocation - Optimal Moderate |
23.26%
Feb 2009 - Feb 2012 |
18.39%
Feb 2009 - Feb 2014 |
11.24%
Feb 2009 - Feb 2019 |
9.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart