Page 36 - US Market Performance Report 1Q 2018

United States Credit Unions
SOURCE: NCUA 5300 CALL REPORTS, 2018 PROJECTED
BASED ON MARCH 2017-2018 YOY TREND
Performance Tables
United States Credit Unions
2000 2001 2002 2003 2004 2005 2006 2007
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
CREDIT UNION CHARTERS
Community Association Government Manufacturing Service Multiple Charters State Charters
8.70% 6.83% 10.39% 6.04% 11.51% 5.94% 12.67% 5.95% 13.60% 5.74% 14.32% 5.64%
6.57% 5.39% 6.41% 5.04% 6.35% 4.82% 6.36% 4.57% 6.23% 4.25% 6.23% 4.03%
4.80% 29.52% 4.58% 28.29% 4.55% 27.76% 4.50% 27.10% 4.19% 26.65% 4.12% 26.46%
38.08% 39.12% 38.96% 38.72% 39.20% 39.05%
14.83% 5.35% 15.27% 5.18% 15.58% 5.09% 16.10% 4.88% 16.54% 4.70% 16.88% 4.61% 17.35% 4.55% 17.54% 4.42% 18.04% 4.16% 18.79% 4.06%
6.19% 3.73% 6.13% 3.59% 6.11% 3.35% 6.12% 3.19% 6.06% 3.06% 6.09% 2.96% 5.89% 2.81% 5.92% 2.59% 5.92% 2.47% 5.89% 2.41%
4.02% 26.62% 3.96% 26.93% 3.94% 27.13% 3.96% 27.14% 3.86% 27.08% 3.80% 26.95% 3.69% 26.93% 3.71% 26.94% 3.59% 26.72% 3.53% 26.70%
39.12% 38.81% 38.66% 38.49% 38.59% 38.61% 38.66% 38.75% 38.91% 38.48%
19.35% 3.97% 5.90% 2.38% 3.47% 26.77% 38.08%
CURRENT TIME PERIOD
CA 19.35% 3.97% 5.90% 2.38% 3.47% 26.77% 38.08%
US to CA Ratio 0.97 1.02 1.00 1.01 1.02 1.00 1.01 RATES OF CHANGE
2002-2007 64.67% -17.48% Ann.Avg 10.78% -2.91%
2008-2018 30.47% -25.73% Ann.Avg 2.77% -2.34%
2008 to 2018 AVERAGE ANNUAL RATE OF CHANGE
CA 0.62% -4.93%
-5.13% -25.32% -0.85% -4.22%
-4.66% -36.24% -0.42% -3.29%
0.36% -3.81%
-14.11% -10.37% 2.57% -2.35% -1.73% 0.43%
-13.49% 0.56% -2.64% -1.23% 0.05% -0.24%
2.12% -0.17% 0.74%
United States Credit Unions
2018
AVG 10% 20%
ASSET PERCENTILES
30% 40% 50% 60% 70%
80% 90% 95% 99%
RATES OF CHANGE
2000 $42,524,364
2001 $50,267,328
2002 $57,839,858
2003 $65,489,265
2004 $72,301,360
2005 $78,658,463
2006 $85,075,974
2007 $93,142,202
2008 $103,366,320
2009 $116,319,610
2010 $123,696,448
2011 $134,556,179
2012 $148,688,027
2013 $160,806,620
2014 $177,463,681
2015 $198,344,795
2016 $221,550,569
2017 $245,266,897
08-'11 Ann. Avg.
11-'12 12-'13 13-'14 14-'15 15-'16 16-'17
30.17% 7.54%
10.50% 8.15% 10.36% 11.77% 11.70% 10.70%
$648,879 $728,632 $798,966 $885,851 $954,617 $977,969 $991,053
$1,027,112 $1,094,576 $1,242,585 $1,366,991 $1,477,082 $1,624,792 $1,748,503 $1,927,693 $2,056,597 $2,258,900 $2,465,859
$1,526,148 $1,749,858 $1,979,237 $2,199,254 $2,436,596 $2,512,889 $2,567,656 $2,684,733 $2,989,272 $3,322,604 $3,591,403 $3,893,341 $4,292,375 $4,616,134 $4,888,528 $5,247,110 $5,751,468 $6,260,710
$2,822,664 $3,327,639 $3,758,597 $4,225,935 $4,580,024 $4,716,373 $4,840,577 $5,021,409 $5,602,689 $6,261,740 $6,766,386 $7,298,897 $7,968,138 $8,450,809 $9,214,824 $9,888,310
$10,741,188 $11,623,268
$4,694,381 $5,549,573 $6,226,604 $6,962,108 $7,472,765 $7,705,644 $7,829,116 $8,125,532 $9,092,600
$10,218,808 $10,905,035 $11,911,545 $13,152,668 $13,954,813 $15,221,132 $16,754,521 $18,227,500 $19,517,366
$7,235,263 $8,489,524 $9,528,164
$10,585,198 $11,458,168 $12,016,506 $12,503,471 $13,149,338 $14,505,095 $16,513,551 $17,608,150 $19,178,013 $21,057,655 $22,688,628 $24,451,664 $26,789,498 $29,049,931 $31,188,054
$11,589,181 $13,476,362 $15,065,460 $16,857,888 $18,367,282 $19,249,445 $20,074,669 $21,210,236 $23,557,032 $26,741,484 $28,458,098 $30,682,241 $33,717,487 $36,706,319 $39,698,705 $43,201,944 $48,428,555 $52,204,740
$19,509,496 $22,600,253 $25,238,279 $27,987,713 $30,417,636 $32,209,504 $33,674,927 $35,855,757 $40,286,967 $45,696,077 $48,307,721 $53,211,698 $58,612,008 $63,002,763 $68,202,266 $74,735,740 $82,607,094 $88,313,429
$35,135,530 $41,115,663 $45,761,194 $51,080,664 $55,457,611 $59,525,958 $62,594,671 $66,892,692 $73,526,727 $84,298,669 $88,211,969 $96,996,535
$108,633,109 $118,331,622 $128,850,556 $144,143,708 $157,652,289 $171,871,943
$82,825,324
$96,421,587 $110,442,775 $125,665,134 $140,532,922 $152,876,776 $162,050,010 $173,938,345 $191,905,738 $219,868,271 $233,502,481 $250,245,929 $278,688,428 $308,440,919 $338,418,121 $378,370,788 $427,294,824 $470,458,523
$2,690,205 $6,729,076 $12,307,482 $20,957,973 $33,512,562 $56,102,460 $94,325,069 $187,445,145 $511,712,722
34.95% 30.24% 8.74% 7.56%
10.00% 10.25% 7.61% 7.54% 10.25% 5.90% 6.69% 7.34% 9.84% 9.61% 9.16% 8.85%
30.27% 7.57%
9.17% 6.06% 9.04% 7.31% 8.63% 8.21%
31.00% 32.22% 7.75% 8.05%
10.42% 9.80% 6.10% 7.75% 9.07% 7.77%
10.07% 9.56% 8.79% 8.44% 7.08% 7.36%
30.25% 32.08% 31.92% 7.56% 8.02% 7.98%
9.89% 10.15% 12.00% 8.86% 7.49% 8.93% 8.15% 8.25% 8.89% 8.82% 9.58% 11.87%
12.10% 10.53% 9.37% 7.80% 6.91% 9.02%
30.40% 7.60%
11.37% 10.68% 9.72% 11.81% 12.93% 10.10%
$176,405,423 $202,764,629 $233,553,232 $263,721,229 $287,337,476 $318,938,676 $345,486,280 $373,422,481 $413,812,910 $467,475,825 $502,143,176 $543,896,966 $603,091,309 $636,468,280 $724,561,693 $823,690,254 $907,533,991
$1,024,108,848
$591,884,037 $702,041,480 $835,340,025 $928,536,271
$1,025,665,511 $1,100,462,654 $1,195,097,706 $1,318,064,842 $1,460,667,947 $1,589,415,528 $1,631,128,030 $1,786,306,262 $1,970,316,180 $2,106,335,612 $2,430,141,334 $2,766,717,775 $3,027,549,830 $3,374,618,791
31.44% 7.86%
10.88% 5.53% 13.84% 13.68% 10.18% 12.85%
22.29% 5.57%
10.30% 6.90% 15.37% 13.85% 9.43% 11.46%
2018 $269,197,710
©2018 Data Based Marketing of California, Inc. All rights reserved.
Market Performance Report: 2000-2018 United States Credit Unions
$1,142,674,660 $3,775,669,163
2018 projected from March 2017-2017 trend Page 34