Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Dublin Internal Medicine Retirement Plan Tactical Asset Allocation Moderate | NA | -2.46% | 6.99% | 5.48% | 8.34% | NA | NA | 8.57% |
Data as of 05/29/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dublin Internal Medicine Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/07/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -2.46 | 6.99 | 5.48 | 8.34 | NA | NA | 8.57 | -0.77 | -1.47 | 14.86 | 8.16 | -2.63 | 7.04 | 23.17 | -8.17 | 17.78 | 15.91 | 12.78 | 8.66 | 19.81 | 3.30 | 4.15 |
| Sharpe Ratio | NA | -0.68 | 0.75 | 0.63 | 0.84 | NA | NA | 0.95 | -0.15 | -0.22 | 2.02 | 1.32 | -0.31 | 0.65 | 2.78 | -1.67 | 1.34 | 1.44 | 1.68 | 0.92 | 3.86 | 0.53 | 1.09 |
| Standard Deviation(%) | NA | 5.76 | 6.45 | 7.11 | 8.09 | NA | NA | 7.37 | 5.28 | 6.67 | 7.35 | 6.12 | 8.53 | 10.70 | 8.30 | 5.45 | 10.99 | 8.77 | 6.31 | 8.42 | 4.95 | 4.18 | 1.69 |
| Draw Down(%) | NA | 7.73 | 7.73 | 7.73 | 12.31 | NA | NA | 12.31 | 4.46 | 7.59 | 5.44 | 5.15 | 6.90 | 9.07 | 4.15 | 10.56 | 8.72 | 12.31 | 5.35 | 9.53 | 1.93 | 5.67 | 1.81 |
| Yield(%) | NA | 3.97 | 3.97 | 3.71 | 4.80 | NA | NA | 4.33 | 2.33 | 4.84 | 2.95 | 4.23 | 2.43 | 2.61 | 2.63 | 2.48 | 9.99 | 7.79 | 7.32 | 1.76 | 3.02 | 2.25 | 3.97 |
Data as of 05/29/2015, 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 |
|---|---|---|---|---|
| Dublin Internal Medicine Retirement Plan Tactical Asset Allocation Moderate |
4.08%
Dec 2009 - Dec 2012 |
3.99%
Apr 2010 - Apr 2015 |
7.78%
Jul 2005 - Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dublin Internal Medicine Retirement Plan Tactical Asset Allocation Moderate |
19.44%
Oct 2004 - Oct 2007 |
15.79%
Oct 2002 - Oct 2007 |
10.44%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart