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 Strategic Asset Allocation - Equal Weight Moderate | 0.50% | 2.48% | 3.22% | 7.75% | 4.08% | 5.27% | 5.16% | 5.86% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.27 | 2.48 | 3.22 | 7.75 | 4.08 | 5.27 | 5.16 | 5.86 | 0.50 | 6.10 | 11.81 | -12.00 | 5.40 | 12.82 | 17.20 | -7.97 | 9.35 | 3.93 | -0.94 | 5.80 | 8.43 | 11.44 | -0.15 | 16.79 | 27.01 | -21.60 | 4.23 | 10.81 | 4.49 | 10.86 | 20.22 | 1.45 | 6.84 |
| Sharpe Ratio | NA | 0.19 | 0.21 | 0.37 | 0.30 | NA | NA | 0.50 | 0.17 | 0.31 | 0.96 | -1.14 | 0.61 | 0.64 | 2.65 | -1.06 | 1.97 | 0.46 | -0.12 | 0.91 | 1.29 | 1.91 | -0.02 | 1.92 | 1.79 | -1.40 | 0.13 | 1.35 | 0.50 | 1.72 | 3.97 | 0.05 | 0.82 |
| Standard Deviation(%) | NA | 9.34 | 9.55 | 9.78 | 10.18 | NA | NA | 9.33 | 11.09 | 7.99 | 8.50 | 11.74 | 8.80 | 19.64 | 5.93 | 8.82 | 4.41 | 8.16 | 8.18 | 6.38 | 6.53 | 5.96 | 11.59 | 8.71 | 15.07 | 16.14 | 8.40 | 5.49 | 4.45 | 5.75 | 4.91 | 6.51 | 5.38 |
| Draw Down(%) | NA | 11.33 | 11.33 | 17.58 | 22.95 | NA | NA | 35.70 | 8.73 | 5.74 | 7.79 | 16.80 | 5.26 | 22.95 | 2.70 | 13.87 | 2.90 | 6.32 | 8.43 | 5.05 | 7.21 | 5.16 | 12.02 | 6.49 | 14.56 | 29.05 | 6.89 | 5.84 | 3.58 | 5.51 | 4.11 | 9.75 | 6.35 |
| Yield(%) | NA | 2.98 | 3.98 | 4.28 | 4.13 | NA | NA | 4.39 | NA | 0.66 | 3.10 | 2.13 | 6.34 | 5.37 | 4.09 | 4.22 | 0.40 | 3.76 | 5.32 | 6.42 | 4.93 | 5.13 | 3.00 | 4.85 | 3.94 | 4.29 | 4.60 | 4.45 | 3.56 | 5.45 | 4.89 | 4.07 | 6.02 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.65%
Feb 2006 - Feb 2009 |
-1.52%
Feb 2004 - Feb 2009 |
3.10%
Oct 2013 - Oct 2023 |
3.77%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Strategic Asset Allocation - Equal Weight Moderate |
19.93%
Feb 2009 - Feb 2012 |
15.08%
Feb 2009 - Feb 2014 |
8.83%
Feb 2009 - Feb 2019 |
7.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart