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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.90% | 1.99% | 4.97% | 5.02% | 5.67% | 5.68% | 5.78% |
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 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 (%) | -1.09 | 17.90 | 1.99 | 4.97 | 5.02 | 5.67 | 5.68 | 5.78 | NA | 6.00 | 9.70 | -9.59 | 0.10 | 15.25 | 17.99 | -6.95 | 14.78 | 2.07 | 1.68 | 2.59 | 10.86 | 9.62 | -2.06 | 11.41 | 21.45 | -21.57 | 11.27 | 10.91 | 10.03 | 10.03 | 17.68 | -5.39 | 3.95 |
| Sharpe Ratio | NA | 0.09 | -0.17 | 0.13 | 0.32 | NA | NA | 0.41 | 0.11 | -0.07 | 0.74 | -0.88 | 0.01 | 0.82 | 2.34 | -0.87 | 3.17 | 0.22 | 0.20 | 0.38 | 1.74 | 1.37 | -0.15 | 1.08 | 1.49 | -1.16 | 0.89 | 1.14 | 1.36 | 1.37 | 2.44 | -0.67 | 0.19 |
| Standard Deviation(%) | NA | 8.65 | 9.72 | 11.87 | 10.02 | NA | NA | 10.08 | 5.15 | 8.73 | 7.35 | 12.42 | 9.30 | 18.24 | 7.10 | 9.53 | 4.46 | 8.38 | 8.42 | 6.76 | 6.21 | 6.96 | 13.64 | 10.46 | 14.28 | 19.43 | 9.33 | 6.70 | 5.80 | 6.62 | 6.96 | 9.64 | 8.50 |
| Draw Down(%) | NA | 5.83 | 15.26 | 21.79 | 21.79 | NA | NA | 32.08 | 0.32 | 5.83 | 7.13 | 16.14 | 7.16 | 21.79 | 4.06 | 13.85 | 1.63 | 7.76 | 8.00 | 5.58 | 4.72 | 6.11 | 13.20 | 7.61 | 13.75 | 30.80 | 6.32 | 7.57 | 3.76 | 5.54 | 5.67 | 13.55 | 9.55 |
| Yield(%) | NA | 5.37 | 5.29 | 4.46 | 4.53 | NA | NA | 3.84 | NA | 0.61 | 5.73 | 4.69 | 4.71 | 3.29 | 3.17 | 5.30 | 4.32 | 4.03 | 5.73 | 3.88 | 1.43 | 1.80 | 1.26 | 2.53 | 2.80 | 3.89 | 6.58 | 4.44 | 3.51 | 2.90 | 3.53 | 3.23 | 4.96 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.61%
Feb 2006 - Feb 2009 |
0.95%
Feb 2004 - Feb 2009 |
3.59%
Oct 2013 - Oct 2023 |
3.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Res-Care, Inc. Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
15.21%
Feb 2009 - Feb 2012 |
12.62%
Oct 2002 - Oct 2007 |
7.91%
Feb 2009 - Feb 2019 |
7.22%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart