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 for Puerto Rico Employees Tactical Asset Allocation Moderate | NA | 19.54% | 2.02% | 5.03% | 3.70% | 4.12% | 5.51% | 5.83% |
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 for Puerto Rico Employees 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 | 19.54 | 2.02 | 5.03 | 3.70 | 4.12 | 5.51 | 5.83 | NA | 6.21 | 13.75 | -13.68 | 3.62 | 12.07 | 7.60 | -3.16 | 10.52 | 0.36 | -1.39 | 1.79 | 14.73 | 0.11 | 1.80 | 3.80 | 13.87 | 5.45 | 10.83 | 10.46 | 6.76 | 11.48 | 12.20 | -0.05 | 6.45 |
| Sharpe Ratio | NA | 0.11 | -0.20 | 0.16 | 0.23 | NA | NA | 0.58 | 0.06 | -0.04 | 1.27 | -1.15 | 0.39 | 1.57 | 1.48 | -0.60 | 2.06 | 0.03 | -0.31 | 0.34 | 2.11 | 0.01 | 0.22 | 0.37 | 1.69 | 0.75 | 0.85 | 0.93 | 0.76 | 1.29 | 2.19 | -0.26 | 1.05 |
| Standard Deviation(%) | NA | 8.59 | 10.04 | 9.43 | 7.65 | NA | NA | 7.27 | 6.60 | 8.64 | 7.48 | 13.11 | 9.18 | 7.54 | 4.20 | 7.44 | 4.81 | 4.83 | 4.58 | 5.22 | 6.96 | 5.68 | 7.93 | 10.02 | 8.15 | 6.01 | 9.28 | 7.72 | 6.05 | 8.19 | 5.26 | 4.38 | 3.94 |
| Draw Down(%) | NA | 7.00 | 17.49 | 19.97 | 19.97 | NA | NA | 19.97 | 0.48 | 6.93 | 6.67 | 18.29 | 5.27 | 5.79 | 3.78 | 9.48 | 3.31 | 4.30 | 4.40 | 5.09 | 5.33 | 6.20 | 7.67 | 8.08 | 4.17 | 3.21 | 7.01 | 9.96 | 4.25 | 7.08 | 2.70 | 5.40 | 2.66 |
| Yield(%) | NA | 3.92 | 3.90 | 3.66 | 2.69 | NA | NA | 3.50 | NA | 0.57 | 4.32 | 1.82 | 5.12 | 2.86 | 4.47 | 3.24 | 0.18 | 1.72 | 1.52 | 1.72 | 5.07 | 3.02 | 1.66 | 3.00 | 3.53 | 3.99 | 5.23 | 5.46 | 6.10 | 2.17 | 4.41 | 3.50 | 5.90 |
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 for Puerto Rico Employees Tactical Asset Allocation Moderate |
-0.94%
Sep 2019 - Sep 2022 |
-0.19%
Sep 2017 - Sep 2022 |
2.25%
Oct 2013 - Oct 2023 |
3.28%
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 for Puerto Rico Employees Tactical Asset Allocation Moderate |
12.17%
Oct 2004 - Oct 2007 |
11.08%
Oct 2002 - Oct 2007 |
8.42%
Apr 2001 - Apr 2011 |
7.00%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart