Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DeVry Inc. Success Sharing Retirement Plan Tactical Asset Allocation Moderate | NA | 29.33% | 6.11% | 10.96% | 8.34% | 9.11% | 9.41% | 8.94% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DeVry Inc. Success Sharing Retirement Plan Tactical Asset Allocation 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 (%) | -1.08 | 29.33 | 6.11 | 10.96 | 8.34 | 9.11 | 9.41 | 8.94 | NA | 13.84 | 21.16 | -12.98 | 7.68 | 23.29 | 17.76 | -3.96 | 13.22 | 3.27 | 2.32 | 5.13 | 17.08 | 14.35 | -1.20 | 16.44 | 18.51 | 1.27 | 9.20 | 13.99 | 6.51 | 15.06 | 11.43 | -2.05 | 0.62 |
| Sharpe Ratio | NA | 0.82 | 0.33 | 0.55 | 0.57 | NA | NA | 0.73 | 0.07 | 0.67 | 1.86 | -1.01 | 0.62 | 1.22 | 2.18 | -0.52 | 2.52 | 0.33 | 0.24 | 0.63 | 2.24 | 1.65 | -0.08 | 1.56 | 1.82 | 0.06 | 0.64 | 1.43 | 0.76 | 1.95 | 1.58 | -0.50 | -0.22 |
| Standard Deviation(%) | NA | 10.72 | 11.50 | 13.51 | 11.27 | NA | NA | 9.83 | 8.81 | 10.81 | 9.08 | 14.17 | 12.35 | 18.91 | 7.51 | 10.23 | 4.99 | 9.18 | 9.52 | 8.18 | 7.63 | 8.65 | 14.80 | 10.47 | 10.09 | 5.90 | 9.67 | 7.49 | 5.70 | 7.25 | 6.81 | 6.30 | 7.84 |
| Draw Down(%) | NA | 7.04 | 17.21 | 22.97 | 22.97 | NA | NA | 22.97 | 0.60 | 7.04 | 5.94 | 19.62 | 6.87 | 19.96 | 3.82 | 14.07 | 2.48 | 9.35 | 8.81 | 5.27 | 5.22 | 5.90 | 15.44 | 8.05 | 5.10 | 5.01 | 6.58 | 7.77 | 4.92 | 5.93 | 6.42 | 6.63 | 8.90 |
| Yield(%) | NA | 5.47 | 4.90 | 4.45 | 4.19 | NA | NA | 0.00 | NA | 1.16 | 5.89 | 2.40 | 8.09 | 3.13 | 3.09 | 3.50 | 4.40 | 3.28 | 5.73 | 2.72 | 1.69 | 4.01 | 1.61 | 4.05 | 5.29 | 8.92 | 11.30 | 4.38 | 4.38 | 4.69 | 3.31 | 5.38 | 7.33 |
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 |
|---|---|---|---|---|
| DeVry Inc. Success Sharing Retirement Plan Tactical Asset Allocation Moderate |
3.11%
Mar 2017 - Mar 2020 |
3.26%
Mar 2015 - Mar 2020 |
6.09%
Sep 2012 - Sep 2022 |
7.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DeVry Inc. Success Sharing Retirement Plan Tactical Asset Allocation Moderate |
16.06%
Dec 2018 - Dec 2021 |
13.35%
Nov 2008 - Nov 2013 |
11.35%
Sep 2003 - Sep 2013 |
10.05%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart