Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 22.66% | -0.34% | 4.26% | 4.11% | 4.74% | 7.24% | 7.91% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING 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 (%) | -0.64 | 22.66 | -0.34 | 4.26 | 4.11 | 4.74 | 7.24 | 7.91 | NA | 1.57 | 16.40 | -19.81 | 10.11 | 10.97 | 9.02 | -4.85 | 17.36 | 7.49 | -6.74 | -0.22 | 11.59 | 9.56 | -3.12 | 8.90 | 30.09 | -9.25 | 20.91 | 19.79 | 14.90 | 10.40 | 23.16 | 5.34 | 6.72 |
| Sharpe Ratio | NA | -0.38 | -0.41 | 0.04 | 0.21 | NA | NA | 0.72 | 0.01 | -0.51 | 1.25 | -1.32 | 0.98 | 1.19 | 1.23 | -0.82 | 3.26 | 1.32 | -1.13 | -0.03 | 1.81 | 1.99 | -0.38 | 0.85 | 2.93 | -1.41 | 1.47 | 1.62 | 2.04 | 1.09 | 3.97 | 0.95 | 0.93 |
| Standard Deviation(%) | NA | 9.75 | 12.21 | 11.28 | 9.07 | NA | NA | 8.44 | 4.38 | 9.86 | 9.71 | 16.02 | 10.28 | 9.01 | 6.17 | 7.52 | 5.14 | 5.51 | 5.96 | 6.82 | 6.38 | 4.78 | 8.39 | 10.32 | 10.23 | 7.20 | 12.20 | 10.17 | 6.25 | 8.71 | 5.66 | 4.48 | 4.73 |
| Draw Down(%) | NA | 9.07 | 23.17 | 26.78 | 26.78 | NA | NA | 26.78 | 0.34 | 9.07 | 10.09 | 24.71 | 6.49 | 10.93 | 4.61 | 11.31 | 2.48 | 3.82 | 12.48 | 6.89 | 4.89 | 2.96 | 9.06 | 8.96 | 4.57 | 9.58 | 9.45 | 13.96 | 5.14 | 10.48 | 2.64 | 4.40 | 4.41 |
| Yield(%) | NA | 3.03 | 3.94 | 4.03 | 3.07 | NA | NA | 4.10 | NA | 0.00 | 3.19 | 2.99 | 5.44 | 4.44 | 4.49 | 1.57 | 0.18 | 3.32 | 1.71 | 3.55 | 3.49 | 4.58 | 2.57 | 4.69 | 3.77 | 3.20 | 9.50 | 7.14 | 4.49 | 3.39 | 3.18 | 6.16 | 7.16 |
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 |
|---|---|---|---|---|
| MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.30%
Sep 2019 - Sep 2022 |
-0.43%
Sep 2017 - Sep 2022 |
2.18%
Oct 2013 - Oct 2023 |
3.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERIT MEDICAL SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
22.63%
Oct 2004 - Oct 2007 |
19.11%
Oct 2002 - Oct 2007 |
12.98%
Apr 2001 - Apr 2011 |
10.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart