Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 8.08% | -0.34% | 4.75% | 4.05% | 6.57% | 6.11% | 6.61% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.84 | 8.08 | -0.34 | 4.75 | 4.05 | 6.57 | 6.11 | 6.61 | 0.41 | 15.14 | -12.76 | 0.33 | 19.58 | 19.86 | -7.24 | 21.37 | 0.49 | -0.13 | 0.57 | 9.60 | 10.27 | -1.85 | 14.97 | 29.01 | -24.15 | 13.25 | 13.47 | 11.08 | 11.43 | 25.11 | 2.18 | 2.63 |
| Sharpe Ratio | NA | 0.68 | -0.15 | 0.43 | 0.43 | NA | NA | 0.64 | 0.02 | 1.34 | -1.00 | 0.03 | 1.12 | 2.45 | -0.82 | 4.49 | 0.03 | -0.02 | 0.09 | 1.60 | 2.08 | -0.20 | 1.72 | 2.44 | -1.70 | 1.21 | 1.64 | 1.87 | 1.66 | 5.08 | 0.19 | 0.05 |
| Standard Deviation(%) | NA | 8.00 | 10.98 | 11.97 | 10.14 | NA | NA | 9.06 | 7.92 | 8.10 | 14.20 | 9.90 | 17.27 | 7.52 | 10.48 | 4.61 | 8.57 | 7.97 | 6.17 | 5.98 | 4.90 | 9.33 | 8.65 | 11.84 | 14.71 | 8.45 | 6.23 | 4.76 | 6.30 | 4.81 | 5.62 | 7.03 |
| Draw Down(%) | NA | 6.89 | 23.26 | 23.26 | 23.26 | NA | NA | 33.52 | 1.81 | 6.89 | 19.24 | 7.49 | 20.14 | 3.84 | 13.98 | 1.42 | 7.28 | 8.34 | 6.56 | 6.59 | 3.95 | 10.94 | 6.77 | 12.42 | 32.04 | 6.01 | 7.37 | 3.98 | 7.65 | 3.53 | 9.48 | 9.93 |
| Yield(%) | NA | 3.74 | 2.79 | 3.43 | 2.97 | NA | NA | 3.74 | 0.00 | 4.03 | 1.52 | 3.00 | 5.70 | 3.27 | 2.15 | 3.00 | 2.82 | 2.45 | 2.12 | 2.80 | 5.75 | 4.00 | 4.59 | 4.16 | 4.04 | 5.43 | 3.57 | 4.24 | 4.65 | 4.47 | 3.94 | 4.36 |
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 |
|---|---|---|---|---|
| ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.42%
Feb 2006 - Feb 2009 |
1.49%
Feb 2004 - Feb 2009 |
4.02%
Sep 2012 - Sep 2022 |
3.89%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENZO BIOCHEM, INC. SALARY REDUCTION PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.23%
Feb 2009 - Feb 2012 |
15.97%
Oct 2002 - Oct 2007 |
9.57%
Mar 2003 - Mar 2013 |
8.45%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart