Carter Bank and Trust (CARE) — Strategic Asset Allocation Index
Carter Bank and Trust (CARE) has a Strategic Asset Allocation Index of 163.4% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $674.57 Million) total $674.57 Million, measured against net assets of $412.84 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check financial resilience of Carter Bank and Trust to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Carter Bank and Trust Strategic Asset Allocation Index (2009–2024)
This chart shows how Carter Bank and Trust's Strategic Asset Allocation Index has evolved across 16 annual periods from 2009 to 2024. As of September 2025, the index stands at 163.4%, representing strategic assets of $674.57 Million against net assets of $412.84 Million USD. See Carter Bank and Trust leverage flexibility ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Carter Bank and Trust (2009–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Carter Bank and Trust from 2009 to 2024, covering 16 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see CARE market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 173.0% | $664.99 Million | $- | $664.99 Million | $384.31 Million | ▼ -48.8 pp |
| 2023 | 221.8% | $779.00 Million | $- | $779.00 Million | $351.24 Million | ▼ -54.6 pp |
| 2022 | 276.4% | $908.39 Million | $72.11 Million | $836.27 Million | $328.63 Million | ▲ +31.6 pp |
| 2021 | 244.8% | $997.70 Million | $75.30 Million | $922.40 Million | $407.60 Million | ▲ +48.2 pp |
| 2020 | 196.6% | $865.49 Million | $86.81 Million | $778.68 Million | $440.17 Million | ▲ +21.2 pp |
| 2019 | 175.4% | $829.76 Million | $87.14 Million | $742.62 Million | $473.11 Million | ▼ -23.7 pp |
| 2018 | 199.1% | $868.60 Million | $85.84 Million | $782.76 Million | $436.21 Million | ▼ -38.0 pp |
| 2017 | 237.1% | $1.02 Billion | $77.27 Million | $947.20 Million | $432.13 Million | ▲ +12.5 pp |
| 2016 | 224.6% | $976.30 Million | $96.61 Million | $879.69 Million | $434.65 Million | ▼ -132.0 pp |
| 2015 | 356.6% | $1.52 Billion | $99.05 Million | $1.42 Billion | $426.55 Million | ▼ -128.4 pp |
| 2014 | 485.0% | $1.93 Billion | $101.70 Million | $1.83 Billion | $397.89 Million | ▲ +457.3 pp |
| 2013 | 27.7% | $103.98 Million | $103.98 Million | $- | $374.94 Million | ▼ -1.8 pp |
| 2012 | 29.5% | $106.13 Million | $106.13 Million | $- | $359.36 Million | ▼ -2.7 pp |
| 2011 | 32.2% | $109.42 Million | $109.42 Million | $- | $339.52 Million | ▼ -2.1 pp |
| 2010 | 34.4% | $111.89 Million | $111.89 Million | $- | $325.57 Million | ▼ -2.0 pp |
| 2009 | 36.3% | $112.93 Million | $112.93 Million | $- | $310.80 Million | — |