Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Cerner Corporation Foundations Retirement Plan Tactical Asset Allocation Moderate | NA | 4.66% | 2.84% | 2.49% | 2.93% | 5.50% | 6.48% | 6.57% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cerner Corporation Foundations Retirement 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 (%) | -0.23 | 4.66 | 2.84 | 2.49 | 2.93 | 5.50 | 6.48 | 6.57 | 1.12 | 16.64 | -14.39 | 8.04 | 15.58 | 3.51 | -0.74 | 11.92 | 7.87 | -6.20 | -0.69 | 17.34 | 6.93 | 1.22 | 8.12 | 20.28 | 2.65 | 12.36 | 14.83 | 5.68 | 10.80 | 17.55 | -0.93 | 4.89 |
| Sharpe Ratio | NA | 1.68 | 0.11 | 0.45 | 0.42 | NA | NA | 0.79 | 0.13 | 1.70 | -1.45 | 0.81 | 1.74 | 0.48 | -0.29 | 2.27 | 1.61 | -1.25 | -0.11 | 2.42 | 1.02 | 0.15 | 0.71 | 2.25 | 0.36 | 1.03 | 1.50 | 0.59 | 1.36 | 3.01 | -0.49 | 0.58 |
| Standard Deviation(%) | NA | 7.49 | 9.41 | 8.59 | 7.24 | NA | NA | 7.27 | 6.43 | 7.29 | 10.88 | 9.87 | 8.82 | 4.35 | 6.96 | 4.98 | 4.76 | 5.00 | 6.16 | 7.15 | 6.73 | 7.96 | 11.40 | 8.98 | 4.74 | 9.12 | 7.73 | 5.92 | 7.24 | 5.61 | 4.17 | 4.43 |
| Draw Down(%) | NA | 4.70 | 21.83 | 21.83 | 21.83 | NA | NA | 21.83 | 1.45 | 4.70 | 19.19 | 7.39 | 6.22 | 4.00 | 6.99 | 2.62 | 3.48 | 7.52 | 6.29 | 5.34 | 6.69 | 5.96 | 10.41 | 5.03 | 5.62 | 7.01 | 9.64 | 4.79 | 7.40 | 4.28 | 4.54 | 3.29 |
| Yield(%) | NA | 14.59 | 10.39 | 8.22 | 5.43 | NA | NA | 4.62 | 0.94 | 14.50 | 8.22 | 6.96 | 5.36 | 4.53 | 4.54 | 0.26 | 3.17 | 2.81 | 2.66 | 3.38 | 3.16 | 4.56 | 3.70 | 5.82 | 3.83 | 8.52 | 7.12 | 3.48 | 2.93 | 0.31 | 1.33 | 4.11 |
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 |
|---|---|---|---|---|
| Cerner Corporation Foundations Retirement Plan Tactical Asset Allocation Moderate |
0.16%
Dec 2013 - Dec 2016 |
1.30%
Jan 2018 - Jan 2023 |
2.93%
Oct 2013 - Oct 2023 |
4.85%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cerner Corporation Foundations Retirement Plan Tactical Asset Allocation Moderate |
13.98%
Oct 2004 - Oct 2007 |
12.90%
Apr 2005 - Apr 2010 |
10.60%
Jul 2003 - Jul 2013 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart