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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.71% | 1.25% | 5.28% | 5.14% | 6.34% | 6.27% | 6.11% |
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 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 (%) | -1.11 | 17.71 | 1.25 | 5.28 | 5.14 | 6.34 | 6.27 | 6.11 | NA | 5.60 | 10.50 | -11.67 | 1.81 | 16.36 | 18.84 | -6.79 | 15.17 | 1.14 | 1.75 | 3.51 | 15.40 | 10.72 | -0.05 | 11.41 | 22.93 | -19.02 | 11.05 | 9.99 | 8.95 | 10.17 | 17.31 | -5.16 | -0.43 |
| Sharpe Ratio | NA | 0.05 | -0.24 | 0.14 | 0.33 | NA | NA | 0.46 | 0.11 | -0.11 | 0.85 | -1.02 | 0.18 | 0.90 | 2.46 | -0.86 | 3.50 | 0.12 | 0.21 | 0.53 | 2.42 | 1.56 | -0.01 | 1.14 | 1.59 | -1.09 | 0.97 | 1.13 | 1.33 | 1.31 | 2.39 | -0.63 | -0.34 |
| Standard Deviation(%) | NA | 8.80 | 9.91 | 11.97 | 10.01 | NA | NA | 9.86 | 5.20 | 8.87 | 7.38 | 12.75 | 9.95 | 17.90 | 7.08 | 9.42 | 4.15 | 8.14 | 8.12 | 6.58 | 6.35 | 6.84 | 12.76 | 9.97 | 14.35 | 18.29 | 8.30 | 5.94 | 5.12 | 7.05 | 6.95 | 10.02 | 8.04 |
| Draw Down(%) | NA | 5.91 | 16.86 | 20.82 | 20.82 | NA | NA | 29.06 | 0.32 | 5.91 | 6.61 | 17.65 | 5.99 | 20.82 | 4.02 | 13.61 | 1.36 | 7.48 | 7.79 | 4.94 | 4.69 | 5.77 | 11.82 | 7.41 | 13.13 | 28.97 | 6.00 | 6.81 | 3.35 | 6.03 | 6.61 | 13.97 | 12.23 |
| Yield(%) | NA | 5.21 | 5.79 | 4.84 | 4.62 | NA | NA | 3.95 | NA | 0.46 | 5.71 | 5.41 | 5.41 | 3.13 | 3.99 | 5.23 | 4.27 | 3.44 | 5.56 | 3.68 | 2.99 | 2.50 | 2.54 | 2.55 | 2.63 | 3.52 | 6.32 | 4.96 | 3.97 | 2.12 | 3.43 | 3.10 | 3.89 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.50%
Feb 2006 - Feb 2009 |
1.34%
Feb 2004 - Feb 2009 |
4.04%
Oct 2013 - Oct 2023 |
4.46%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.98%
Feb 2009 - Feb 2012 |
13.85%
Feb 2009 - Feb 2014 |
8.76%
Feb 2009 - Feb 2019 |
7.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart