Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Air Methods Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 12.81% | 9.81% | 8.01% | 6.26% | 8.21% | 9.26% | 9.74% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Air Methods Corporation 401(k) 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 (%) | -0.53 | 12.81 | 9.81 | 8.01 | 6.26 | 8.21 | 9.26 | 9.74 | -0.04 | 25.29 | -5.96 | 10.54 | 17.94 | 8.79 | -2.59 | 17.31 | 4.74 | -3.51 | 3.06 | 11.93 | 5.64 | 4.08 | 14.63 | 25.36 | -7.24 | 20.51 | 21.25 | 14.18 | 12.40 | 23.31 | 6.12 | 7.26 |
| Sharpe Ratio | NA | 1.98 | 0.72 | 1.06 | 0.84 | NA | NA | 1.07 | -0.04 | 2.89 | -0.77 | 1.03 | 1.81 | 1.57 | -0.49 | 3.18 | 0.82 | -0.51 | 0.51 | 1.78 | 1.03 | 0.44 | 1.09 | 2.18 | -1.31 | 1.48 | 1.98 | 1.76 | 1.19 | 3.97 | 0.99 | 1.01 |
| Standard Deviation(%) | NA | 7.28 | 8.94 | 8.60 | 7.56 | NA | NA | 8.14 | 7.53 | 7.27 | 9.48 | 10.24 | 9.80 | 4.70 | 7.98 | 5.24 | 5.52 | 6.92 | 5.99 | 6.66 | 5.42 | 9.12 | 13.36 | 11.58 | 6.25 | 11.83 | 9.06 | 6.82 | 9.66 | 5.70 | 5.04 | 4.91 |
| Draw Down(%) | NA | 4.16 | 14.82 | 14.82 | 14.82 | NA | NA | 14.82 | 1.66 | 4.30 | 13.45 | 6.77 | 12.70 | 2.61 | 9.31 | 2.22 | 4.49 | 9.17 | 5.42 | 6.30 | 4.98 | 8.23 | 8.87 | 5.13 | 10.56 | 9.28 | 9.93 | 5.51 | 11.77 | 2.86 | 6.44 | 3.79 |
| Yield(%) | NA | 16.27 | 10.27 | 8.52 | 6.15 | NA | NA | 5.42 | 0.93 | 16.84 | 7.48 | 6.00 | 5.11 | 6.92 | 2.32 | 6.01 | 3.95 | 2.77 | 3.89 | 5.16 | 3.63 | 2.78 | 6.20 | 3.68 | 3.31 | 8.33 | 10.52 | 6.45 | 3.44 | 0.92 | 2.06 | 6.04 |
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 |
|---|---|---|---|---|
| Air Methods Corporation 401(k) Plan Tactical Asset Allocation Moderate |
1.37%
Dec 2013 - Dec 2016 |
2.85%
Apr 2011 - Apr 2016 |
4.89%
Apr 2010 - Apr 2020 |
6.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Air Methods Corporation 401(k) Plan Tactical Asset Allocation Moderate |
22.81%
Oct 2004 - Oct 2007 |
19.36%
Oct 2002 - Oct 2007 |
13.88%
Apr 2001 - Apr 2011 |
11.10%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart