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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Vitalcare Inc. Employee 401k Plan Tactical Asset Allocation Moderate | 6.37% | NA | 19.85% | 1.79% | 6.60% | 4.93% | 5.89% | 6.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vitalcare Inc. Employee 401k 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 (%) | -0.63 | 19.85 | 1.79 | 6.60 | 4.93 | 5.89 | 6.64 | 6.37 | NA | 6.33 | 13.33 | -14.80 | 10.76 | 16.40 | 8.28 | -1.94 | 8.38 | 5.45 | -1.52 | 2.01 | 14.09 | 9.95 | 2.34 | 6.08 | 16.86 | -0.31 | 10.33 | 12.90 | 5.35 | 6.86 | 11.91 | -0.72 | 1.35 |
| Sharpe Ratio | NA | 0.14 | -0.23 | 0.33 | 0.38 | NA | NA | 0.66 | 0.06 | -0.03 | 1.11 | -1.15 | 1.14 | 1.77 | 1.66 | -0.43 | 1.45 | 1.29 | -0.32 | 0.37 | 2.22 | 1.82 | 0.32 | 0.61 | 2.22 | -0.36 | 0.80 | 1.49 | 0.60 | 0.86 | 2.10 | -0.40 | -0.29 |
| Standard Deviation(%) | NA | 8.88 | 10.71 | 10.17 | 8.12 | NA | NA | 7.18 | 6.58 | 8.96 | 8.20 | 14.03 | 9.37 | 9.15 | 4.13 | 7.51 | 5.36 | 4.07 | 4.91 | 5.40 | 6.34 | 5.43 | 7.28 | 9.80 | 7.57 | 3.46 | 9.21 | 6.48 | 5.29 | 6.88 | 5.35 | 4.55 | 3.33 |
| Draw Down(%) | NA | 6.01 | 18.02 | 19.88 | 19.88 | NA | NA | 19.88 | 0.45 | 6.01 | 7.81 | 19.37 | 4.25 | 11.86 | 3.05 | 7.98 | 4.58 | 3.15 | 5.33 | 5.07 | 3.87 | 4.48 | 5.74 | 7.88 | 3.87 | 5.18 | 6.79 | 7.41 | 4.57 | 6.29 | 4.15 | 5.26 | 4.06 |
| Yield(%) | NA | 3.34 | 4.21 | 3.85 | 3.57 | NA | NA | 3.75 | NA | 0.69 | 3.57 | 1.79 | 6.79 | 3.83 | 2.71 | 6.18 | 0.25 | 4.31 | 3.36 | 2.80 | 7.69 | 4.77 | 5.14 | 3.47 | 2.85 | 2.97 | 4.30 | 6.78 | 4.77 | 4.19 | 1.11 | 0.61 | 1.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vitalcare Inc. Employee 401k Plan Tactical Asset Allocation Moderate |
0.73%
Apr 2021 - Apr 2024 |
1.70%
Sep 2017 - Sep 2022 |
3.52%
Oct 2013 - Oct 2023 |
4.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vitalcare Inc. Employee 401k Plan Tactical Asset Allocation Moderate |
12.04%
Oct 2004 - Oct 2007 |
10.41%
Apr 2005 - Apr 2010 |
8.84%
Aug 2004 - Aug 2014 |
7.57%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart