Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Lutheran Charity Association Inc dba Jamestown Hospital 401 K Plan Tactical Asset Allocation Moderate | NA | 24.78% | 0.43% | 5.02% | 4.73% | 6.37% | 6.67% | 7.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lutheran Charity Association Inc dba Jamestown Hospital 401 K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.17 | 24.78 | 0.43 | 5.02 | 4.73 | 6.37 | 6.67 | 7.30 | NA | 2.70 | 13.06 | -21.17 | 13.79 | 13.13 | 14.21 | -3.39 | 10.77 | 5.31 | -3.10 | 6.08 | 12.21 | 10.70 | 3.08 | 12.93 | 22.66 | -7.21 | 6.41 | 19.26 | 2.67 | 7.34 | 19.49 | 5.81 | 4.99 |
| Sharpe Ratio | NA | -0.35 | -0.49 | 0.06 | 0.18 | NA | NA | 0.56 | -0.12 | -0.35 | 0.76 | -1.42 | 1.19 | 1.40 | 2.70 | -0.21 | 1.93 | 0.93 | -0.46 | 0.98 | 1.68 | 2.44 | 0.30 | 1.05 | 2.29 | -1.54 | 0.34 | 2.03 | 0.07 | 0.82 | 3.59 | 0.95 | 0.56 |
| Standard Deviation(%) | NA | 10.93 | 13.01 | 12.06 | 11.73 | NA | NA | 9.61 | 4.83 | 11.04 | 11.61 | 15.86 | 11.56 | 9.19 | 4.75 | 22.87 | 5.27 | 5.47 | 6.81 | 6.16 | 7.26 | 4.37 | 10.25 | 12.21 | 9.85 | 5.30 | 10.06 | 7.89 | 7.34 | 7.78 | 5.24 | 4.94 | 4.79 |
| Draw Down(%) | NA | 10.51 | 23.17 | 25.27 | 25.27 | NA | NA | 25.27 | 0.65 | 10.51 | 10.46 | 25.10 | 6.54 | 12.48 | 1.93 | 16.66 | 3.19 | 4.87 | 8.63 | 5.19 | 6.87 | 2.94 | 10.06 | 8.78 | 4.58 | 11.71 | 7.58 | 6.15 | 4.93 | 9.83 | 2.50 | 6.09 | 4.00 |
| Yield(%) | NA | 4.55 | 6.51 | 5.16 | 4.09 | NA | NA | 4.26 | NA | 0.59 | 4.42 | 5.65 | 8.77 | 3.01 | 3.79 | 4.12 | 0.37 | 3.93 | 2.66 | 4.05 | 4.02 | 5.04 | 3.80 | 3.19 | 3.48 | 3.36 | 6.07 | 6.70 | 4.65 | 2.61 | 3.41 | 4.01 | 6.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lutheran Charity Association Inc dba Jamestown Hospital 401 K Plan Tactical Asset Allocation Moderate |
-2.91%
Dec 2021 - Dec 2024 |
1.44%
Sep 2017 - Sep 2022 |
3.15%
Oct 2013 - Oct 2023 |
5.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lutheran Charity Association Inc dba Jamestown Hospital 401 K Plan Tactical Asset Allocation Moderate |
14.38%
Feb 2009 - Feb 2012 |
12.71%
Feb 2009 - Feb 2014 |
9.81%
Apr 2001 - Apr 2011 |
8.59%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart