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 |
|---|---|---|---|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Strategic Asset Allocation - Optimal Moderate | NA | 24.13% | 3.19% | 6.95% | 6.24% | 7.79% | 6.86% | 6.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Regions Financial Corporation 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 (%) | -1.15 | 24.13 | 3.19 | 6.95 | 6.24 | 7.79 | 6.86 | 6.91 | NA | 6.58 | 12.50 | -12.51 | 7.87 | 17.23 | 19.62 | -6.42 | 7.81 | 7.71 | 0.45 | 7.33 | 17.22 | 13.80 | -0.36 | 14.21 | 29.89 | -25.54 | 5.76 | 10.65 | 6.66 | 14.00 | 24.69 | -9.66 | 2.11 |
| Sharpe Ratio | NA | 0.10 | -0.22 | 0.26 | 0.37 | NA | NA | 0.45 | 0.02 | 0.00 | 0.94 | -1.02 | 0.85 | 0.85 | 2.37 | -0.73 | 1.17 | 0.81 | 0.05 | 1.02 | 2.42 | 1.66 | -0.03 | 1.23 | 1.76 | -1.23 | 0.31 | 1.05 | 0.73 | 1.79 | 2.62 | -0.79 | -0.02 |
| Standard Deviation(%) | NA | 8.52 | 10.58 | 12.83 | 10.91 | NA | NA | 11.41 | 7.87 | 8.59 | 8.73 | 13.62 | 9.18 | 20.05 | 7.69 | 10.67 | 6.12 | 9.29 | 8.50 | 7.14 | 7.09 | 8.30 | 14.89 | 11.48 | 16.94 | 21.49 | 9.06 | 7.03 | 6.16 | 7.31 | 9.15 | 13.58 | 12.81 |
| Draw Down(%) | NA | 6.54 | 19.81 | 25.49 | 25.49 | NA | NA | 38.70 | 0.68 | 6.44 | 7.38 | 19.81 | 6.02 | 25.49 | 3.18 | 14.61 | 5.20 | 7.83 | 8.07 | 4.55 | 5.44 | 6.94 | 13.90 | 9.42 | 17.09 | 34.91 | 6.65 | 6.90 | 4.53 | 6.03 | 8.87 | 18.58 | 16.35 |
| Yield(%) | NA | 3.37 | 4.02 | 3.41 | 3.33 | NA | NA | 3.46 | NA | 0.41 | 3.35 | 3.17 | 5.52 | 1.97 | 2.56 | 4.10 | 0.49 | 3.41 | 5.49 | 3.59 | 5.13 | 2.56 | 4.37 | 2.42 | 2.73 | 4.43 | 3.97 | 4.69 | 3.29 | 2.80 | 2.18 | 3.74 | 3.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
-8.40%
Feb 2006 - Feb 2009 |
-1.76%
Feb 2004 - Feb 2009 |
4.82%
Oct 2013 - Oct 2023 |
4.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Regions Financial Corporation 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
21.28%
Feb 2009 - Feb 2012 |
17.47%
Feb 2009 - Feb 2014 |
10.99%
Feb 2009 - Feb 2019 |
9.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart