Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IntegraMed America, Inc. Profit Sharing and 401(K) Plan Tactical Asset Allocation Moderate | NA | 8.00% | 5.48% | 5.62% | 4.29% | 5.52% | 5.99% | 5.54% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IntegraMed America, Inc. Profit Sharing and 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 (%) | -0.38 | 8.00 | 5.48 | 5.62 | 4.29 | 5.52 | 5.99 | 5.54 | 1.07 | 20.11 | -6.89 | 2.31 | 18.25 | 9.76 | -3.37 | 10.92 | 2.59 | -0.49 | 0.25 | 14.42 | 6.52 | -4.76 | 13.53 | 14.88 | -4.04 | 9.23 | 14.18 | 7.73 | 5.87 | 13.48 | -7.69 | 2.31 |
| Sharpe Ratio | NA | 1.72 | 0.34 | 0.80 | 0.60 | NA | NA | 0.64 | 0.11 | 2.16 | -1.00 | 0.21 | 1.97 | 2.17 | -0.56 | 1.96 | 0.54 | -0.10 | 0.04 | 1.92 | 1.00 | -0.51 | 1.15 | 1.78 | -1.68 | 0.61 | 1.15 | 0.89 | 0.68 | 2.36 | -1.60 | 0.01 |
| Standard Deviation(%) | NA | 7.31 | 8.76 | 8.21 | 7.18 | NA | NA | 7.41 | 6.87 | 7.36 | 8.28 | 10.65 | 9.15 | 3.84 | 8.32 | 5.25 | 4.42 | 5.13 | 6.19 | 7.48 | 6.46 | 9.45 | 11.69 | 8.30 | 2.95 | 10.31 | 9.46 | 6.25 | 7.24 | 5.43 | 5.50 | 0.05 |
| Draw Down(%) | NA | 4.32 | 15.54 | 15.54 | 15.54 | NA | NA | 15.54 | 1.59 | 4.32 | 11.05 | 7.85 | 10.69 | 1.96 | 9.07 | 2.26 | 3.96 | 5.22 | 5.95 | 6.80 | 6.02 | 11.92 | 9.46 | 4.85 | 4.81 | 7.05 | 10.92 | 5.20 | 7.52 | 3.33 | 9.20 | 0.00 |
| Yield(%) | NA | 14.54 | 8.43 | 7.32 | 4.59 | NA | NA | 3.71 | 0.92 | 14.81 | 6.56 | 3.17 | 6.82 | 4.70 | 3.84 | 0.36 | 1.74 | 1.37 | 2.02 | 3.18 | 4.19 | 2.38 | 2.09 | 2.73 | 1.32 | 6.47 | 6.68 | 3.84 | 2.27 | 0.65 | 0.95 | 2.31 |
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 |
|---|---|---|---|---|
| IntegraMed America, Inc. Profit Sharing and 401(K) Plan Tactical Asset Allocation Moderate |
0.78%
Dec 2013 - Dec 2016 |
1.87%
Dec 2013 - Dec 2018 |
3.71%
Mar 2010 - Mar 2020 |
4.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IntegraMed America, Inc. Profit Sharing and 401(K) Plan Tactical Asset Allocation Moderate |
13.38%
Oct 2004 - Oct 2007 |
11.18%
Oct 2002 - Oct 2007 |
8.06%
Apr 2003 - Apr 2013 |
6.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart