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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.74% | 7.81% | 10.30% | 7.29% | 7.69% | 7.23% | 7.66% |
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 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 (%) | -1.29 | 23.74 | 7.81 | 10.30 | 7.29 | 7.69 | 7.23 | 7.66 | NA | 4.86 | 18.42 | -4.80 | 7.97 | 16.68 | 17.71 | -8.20 | 15.55 | 2.95 | -0.12 | 2.66 | 13.11 | 13.61 | -0.15 | 10.85 | 22.23 | -16.78 | 8.66 | 11.91 | 4.93 | 12.89 | 21.81 | -3.37 | 7.51 |
| Sharpe Ratio | NA | -0.11 | 0.14 | 0.46 | 0.50 | NA | NA | 0.61 | 0.03 | -0.18 | 1.66 | -0.47 | 0.88 | 0.88 | 2.49 | -1.04 | 3.66 | 0.30 | -0.02 | 0.39 | 2.14 | 2.30 | -0.02 | 1.14 | 1.68 | -1.08 | 0.74 | 1.43 | 0.59 | 1.98 | 2.88 | -0.49 | 0.64 |
| Standard Deviation(%) | NA | 9.82 | 10.70 | 12.47 | 10.43 | NA | NA | 9.64 | 8.86 | 9.84 | 8.51 | 13.18 | 8.99 | 18.77 | 6.54 | 9.13 | 4.07 | 9.25 | 9.18 | 6.72 | 6.12 | 5.89 | 11.63 | 9.40 | 13.18 | 16.32 | 7.67 | 6.02 | 4.66 | 6.03 | 7.34 | 9.19 | 8.15 |
| Draw Down(%) | NA | 8.64 | 15.19 | 22.34 | 22.34 | NA | NA | 28.26 | 0.76 | 8.59 | 6.17 | 15.19 | 4.73 | 22.34 | 3.68 | 14.10 | 1.25 | 8.46 | 10.01 | 5.80 | 5.39 | 4.76 | 12.44 | 8.62 | 13.66 | 27.99 | 4.71 | 5.73 | 3.54 | 5.30 | 7.75 | 14.73 | 6.87 |
| Yield(%) | NA | 4.28 | 3.54 | 3.95 | 3.39 | NA | NA | 4.10 | NA | 0.71 | 4.45 | 2.14 | 4.53 | 3.40 | 4.90 | 1.52 | 0.44 | 3.12 | 6.30 | 2.70 | 2.59 | 4.22 | 3.21 | 4.37 | 4.17 | 6.14 | 8.21 | 4.87 | 4.27 | 4.39 | 3.57 | 4.03 | 6.02 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.34%
Feb 2006 - Feb 2009 |
0.99%
Feb 2004 - Feb 2009 |
4.50%
Mar 2010 - Mar 2020 |
5.03%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.17%
Feb 2009 - Feb 2012 |
13.92%
Feb 2009 - Feb 2014 |
9.04%
Mar 2003 - Mar 2013 |
9.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart