Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Res-Care, Inc. Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 17.90% | 0.00% | 3.87% | 3.49% | 3.99% | 5.35% | 5.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Res-Care, Inc. Retirement Savings 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 (%) | -1.15 | 17.90 | 0.00 | 3.87 | 3.49 | 3.99 | 5.35 | 5.57 | NA | 4.29 | 11.07 | -15.38 | 3.32 | 12.39 | 7.70 | -2.66 | 9.02 | 3.27 | -0.30 | 3.55 | 12.36 | 3.89 | -3.33 | 6.54 | 11.83 | 0.76 | 13.53 | 11.86 | 7.85 | 9.45 | 13.21 | -0.30 | 5.23 |
| Sharpe Ratio | NA | -0.12 | -0.44 | 0.01 | 0.18 | NA | NA | 0.54 | 0.00 | -0.22 | 0.88 | -1.70 | 0.33 | 1.61 | 1.49 | -0.53 | 1.69 | 0.69 | -0.07 | 0.68 | 1.72 | 0.79 | -0.42 | 0.62 | 1.54 | -0.04 | 1.03 | 1.02 | 0.94 | 1.06 | 2.38 | -0.35 | 1.09 |
| Standard Deviation(%) | NA | 10.66 | 9.52 | 9.25 | 7.53 | NA | NA | 7.20 | 7.92 | 10.70 | 7.75 | 9.85 | 9.89 | 7.56 | 4.21 | 7.51 | 4.96 | 4.41 | 4.51 | 5.21 | 7.16 | 4.86 | 8.06 | 10.48 | 7.64 | 4.15 | 10.19 | 8.42 | 6.05 | 8.00 | 5.27 | 4.03 | 2.68 |
| Draw Down(%) | NA | 8.39 | 15.26 | 20.02 | 20.02 | NA | NA | 20.02 | 0.63 | 8.38 | 6.62 | 16.19 | 7.37 | 5.79 | 3.77 | 8.58 | 2.72 | 3.82 | 4.37 | 5.26 | 5.12 | 4.67 | 9.68 | 8.34 | 4.03 | 5.22 | 8.22 | 10.42 | 4.28 | 7.41 | 2.63 | 4.40 | 1.75 |
| Yield(%) | NA | 4.94 | 5.00 | 4.25 | 3.23 | NA | NA | 3.47 | NA | 0.61 | 4.92 | 4.46 | 4.97 | 2.29 | 4.69 | 3.21 | 0.15 | 2.86 | 1.70 | 2.98 | 0.46 | 1.60 | 0.86 | 2.78 | 2.93 | 2.83 | 5.77 | 8.07 | 6.00 | 3.59 | 4.00 | 3.28 | 4.86 |
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 |
|---|---|---|---|---|
| Res-Care, Inc. Retirement Savings Plan Tactical Asset Allocation Moderate |
-2.26%
Apr 2021 - Apr 2024 |
0.41%
Oct 2017 - Oct 2022 |
2.10%
Oct 2013 - Oct 2023 |
3.15%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Res-Care, Inc. Retirement Savings Plan Tactical Asset Allocation Moderate |
14.08%
Oct 2004 - Oct 2007 |
11.87%
Oct 2002 - Oct 2007 |
8.32%
Apr 2001 - Apr 2011 |
7.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart