Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Tactical Asset Allocation Moderate | -4.12% | -4.26% | 4.91% | 9.17% | 6.08% | 7.45% | 8.62% | 8.41% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Synfora John Hancock Retirement Plan Services Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.17 | -4.26 | 4.91 | 9.17 | 6.08 | 7.45 | 8.62 | 8.41 | -4.12 | 8.16 | 19.33 | -13.21 | 9.04 | 18.14 | 19.99 | -5.61 | 9.53 | 7.02 | 1.96 | 6.07 | 17.76 | 10.71 | 5.45 | 12.85 | 23.55 | 6.82 | 11.65 | 8.76 | 4.57 | 13.46 | 14.94 | -0.06 | 3.29 |
| Sharpe Ratio | NA | -0.44 | 0.42 | 0.52 | 0.46 | NA | NA | 0.70 | -0.20 | 0.44 | 1.69 | -1.14 | 0.79 | 0.91 | 3.00 | -0.62 | 1.41 | 0.77 | 0.20 | 0.74 | 2.17 | 1.26 | 0.34 | 1.02 | 2.07 | 1.66 | 0.66 | 0.53 | 0.33 | 1.52 | 1.80 | -0.23 | 0.21 |
| Standard Deviation(%) | NA | 10.85 | 10.82 | 11.72 | 11.38 | NA | NA | 10.27 | 12.89 | 10.28 | 9.27 | 12.89 | 11.47 | 19.60 | 6.17 | 11.29 | 6.31 | 8.87 | 9.81 | 8.21 | 8.17 | 8.43 | 16.05 | 12.47 | 11.32 | 3.53 | 12.92 | 10.14 | 7.07 | 8.19 | 7.91 | 5.17 | 4.03 |
| Draw Down(%) | NA | 15.77 | 15.77 | 19.95 | 22.20 | NA | NA | 22.20 | 13.64 | 6.02 | 7.90 | 19.37 | 6.67 | 22.20 | 2.63 | 14.99 | 3.32 | 7.63 | 10.75 | 5.07 | 7.45 | 6.69 | 13.34 | 9.53 | 4.91 | 2.16 | 9.99 | 12.63 | 5.18 | 7.55 | 4.46 | 5.78 | 5.20 |
| Yield(%) | NA | 8.23 | 7.39 | 7.18 | 6.88 | NA | NA | 0.00 | NA | 3.67 | 5.52 | 3.57 | 10.02 | 9.72 | 5.56 | 3.33 | 9.46 | 5.68 | 7.66 | 6.97 | 4.12 | 3.34 | 2.56 | 2.13 | 3.14 | 4.06 | 3.80 | 1.84 | 2.60 | 4.55 | 4.09 | 4.19 | 4.48 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Tactical Asset Allocation Moderate |
2.98%
Mar 2017 - Mar 2020 |
3.07%
Mar 2015 - Mar 2020 |
5.87%
Oct 2013 - Oct 2023 |
7.20%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Tactical Asset Allocation Moderate |
17.04%
May 2008 - May 2011 |
14.80%
Jun 2009 - Jun 2014 |
12.14%
Apr 2003 - Apr 2013 |
10.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart