Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 6.78% | 6.22% | 7.17% | 5.71% | 7.38% | 8.81% | 8.33% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.74 | 6.78 | 6.22 | 7.17 | 5.71 | 7.38 | 8.81 | 8.33 | 1.86 | 17.02 | -8.56 | 10.86 | 16.33 | 16.65 | -6.95 | 13.78 | 5.15 | 0.43 | 3.62 | 13.30 | 13.64 | 1.85 | 10.31 | 15.40 | 1.01 | 17.28 | 19.39 | 11.64 | 14.02 | 23.28 | -12.11 | 5.36 |
| Sharpe Ratio | NA | 1.24 | 0.46 | 0.71 | 0.57 | NA | NA | 0.79 | 0.19 | 1.62 | -0.81 | 1.14 | 0.93 | 2.42 | -0.81 | 3.04 | 0.59 | 0.04 | 0.49 | 1.85 | 1.77 | 0.13 | 1.11 | 2.12 | 0.03 | 1.32 | 1.96 | 1.56 | 1.44 | 3.56 | -0.87 | 0.43 |
| Standard Deviation(%) | NA | 7.90 | 9.96 | 11.31 | 9.86 | NA | NA | 9.42 | 8.15 | 7.89 | 12.28 | 9.46 | 17.35 | 6.31 | 10.15 | 4.33 | 8.34 | 9.12 | 7.42 | 7.17 | 7.70 | 13.67 | 9.17 | 7.21 | 2.73 | 10.86 | 8.23 | 6.08 | 9.08 | 6.34 | 15.26 | 7.03 |
| Draw Down(%) | NA | 5.71 | 15.24 | 20.27 | 20.27 | NA | NA | 21.91 | 1.71 | 5.71 | 13.58 | 4.88 | 20.27 | 3.61 | 15.07 | 1.75 | 6.87 | 9.95 | 5.33 | 5.39 | 6.39 | 12.23 | 7.43 | 3.41 | 3.22 | 8.48 | 11.08 | 5.37 | 9.06 | 5.76 | 21.91 | 6.81 |
| Yield(%) | NA | 5.38 | 4.60 | 4.66 | 4.89 | NA | NA | 0.00 | 0.01 | 5.70 | 3.59 | 4.59 | 4.09 | 5.60 | 5.08 | 3.31 | 3.83 | 4.90 | 8.60 | 5.26 | 2.31 | 1.50 | 3.59 | 3.75 | 3.11 | 8.07 | 6.88 | 4.45 | 2.50 | 4.08 | 0.28 | 1.50 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
1.79%
Mar 2017 - Mar 2020 |
2.30%
Mar 2015 - Mar 2020 |
5.40%
Mar 2010 - Mar 2020 |
6.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.72%
Oct 2004 - Oct 2007 |
17.84%
Oct 2002 - Oct 2007 |
13.20%
Mar 2003 - Mar 2013 |
11.16%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart