Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Quest Information Systems 401K John Hancock Strategic Asset Allocation - Equal Weight Moderate | NA | 19.95% | 7.59% | 10.47% | 6.97% | 7.79% | 7.19% | 7.60% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Quest Information Systems 401K John Hancock Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.15 | 19.95 | 7.59 | 10.47 | 6.97 | 7.79 | 7.19 | 7.60 | NA | 6.10 | 16.16 | -3.16 | 8.19 | 21.37 | 17.85 | -7.63 | 8.74 | 3.41 | -0.77 | 4.53 | 14.18 | 12.25 | -0.81 | 13.32 | 34.54 | -29.37 | 12.87 | 11.54 | 9.04 | 12.79 | 25.47 | -7.11 | 8.05 |
| Sharpe Ratio | NA | 0.05 | 0.20 | 0.58 | 0.51 | NA | NA | 0.55 | 0.07 | -0.06 | 1.44 | -0.36 | 0.78 | 1.21 | 2.61 | -1.01 | 1.98 | 0.38 | -0.10 | 0.58 | 2.14 | 1.99 | -0.06 | 1.34 | 1.72 | -1.32 | 0.93 | 1.19 | 1.20 | 1.61 | 3.10 | -0.86 | 0.74 |
| Standard Deviation(%) | NA | 8.08 | 9.92 | 11.94 | 9.93 | NA | NA | 10.87 | 6.38 | 8.12 | 8.28 | 12.68 | 10.50 | 17.54 | 6.30 | 8.83 | 4.10 | 8.35 | 8.36 | 7.73 | 6.62 | 6.13 | 14.51 | 9.87 | 19.97 | 23.03 | 10.67 | 6.96 | 5.74 | 7.34 | 8.00 | 9.58 | 7.73 |
| Draw Down(%) | NA | 5.14 | 12.55 | 21.27 | 21.27 | NA | NA | 42.31 | 0.45 | 5.14 | 6.86 | 12.55 | 7.10 | 21.27 | 3.83 | 14.02 | 1.53 | 9.77 | 8.65 | 5.51 | 5.47 | 5.06 | 16.53 | 8.21 | 19.20 | 39.77 | 7.90 | 7.35 | 4.31 | 5.67 | 7.91 | 19.32 | 8.83 |
| Yield(%) | NA | 4.50 | 4.55 | 5.14 | 5.02 | NA | NA | 5.03 | NA | 0.27 | 5.13 | 1.33 | 7.35 | 7.01 | 5.18 | 5.46 | 0.14 | 3.76 | 6.11 | 8.83 | 6.31 | 6.59 | 3.38 | 3.69 | 5.15 | 3.72 | 8.44 | 4.67 | 4.21 | 3.61 | 2.90 | 4.48 | 7.93 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Quest Information Systems 401K John Hancock Strategic Asset Allocation - Equal Weight Moderate |
-8.41%
Feb 2006 - Feb 2009 |
-1.43%
Feb 2004 - Feb 2009 |
4.35%
Mar 2010 - Mar 2020 |
4.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Quest Information Systems 401K John Hancock Strategic Asset Allocation - Equal Weight Moderate |
21.79%
Feb 2009 - Feb 2012 |
17.40%
Feb 2009 - Feb 2014 |
9.67%
Mar 2003 - Mar 2013 |
10.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart