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 Strategic Asset Allocation - Equal Weight Moderate | 7.55% | NA | 20.98% | 2.06% | 18.53% | 10.62% | 10.13% | 8.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vitalcare Inc. Employee 401k Plan Strategic Asset Allocation - Equal Weight 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 | 20.98 | 2.06 | 18.53 | 10.62 | 10.13 | 8.50 | 7.55 | NA | 6.13 | 9.17 | -11.84 | 3.95 | 106.23 | 17.17 | -5.67 | 7.85 | 0.98 | -0.79 | 8.14 | 12.38 | 11.93 | -0.62 | 10.59 | 21.17 | -23.23 | 9.87 | 10.06 | 6.28 | 9.64 | 17.32 | -6.82 | -9.09 |
| Sharpe Ratio | NA | 0.04 | -0.28 | 0.57 | 0.45 | NA | NA | 0.41 | 0.05 | -0.05 | 0.68 | -1.08 | 0.38 | 1.99 | 2.50 | -0.77 | 1.15 | 0.10 | -0.11 | 1.27 | 1.94 | 1.98 | -0.05 | 1.10 | 1.67 | -1.33 | 0.89 | 1.11 | 0.76 | 1.31 | 2.72 | -0.90 | -1.18 |
| Standard Deviation(%) | NA | 9.50 | 9.89 | 25.50 | 18.80 | NA | NA | 14.10 | 6.81 | 9.54 | 7.20 | 12.29 | 10.32 | 53.18 | 6.31 | 9.09 | 6.26 | 8.02 | 7.72 | 6.40 | 6.36 | 6.01 | 12.58 | 9.52 | 12.62 | 18.19 | 7.73 | 6.10 | 5.40 | 6.64 | 6.12 | 8.81 | 9.68 |
| Draw Down(%) | NA | 8.55 | 16.85 | 21.97 | 21.97 | NA | NA | 33.15 | 0.50 | 8.55 | 5.98 | 18.01 | 6.86 | 21.97 | 2.77 | 12.36 | 4.89 | 8.10 | 8.48 | 4.57 | 5.01 | 4.83 | 12.45 | 8.08 | 13.46 | 31.65 | 4.86 | 7.46 | 4.07 | 5.55 | 4.69 | 14.11 | 18.82 |
| Yield(%) | NA | 5.67 | 5.04 | 4.34 | 3.92 | NA | NA | 4.05 | NA | 0.47 | 6.17 | 2.55 | 5.88 | 7.47 | 2.33 | 4.82 | 0.30 | 2.86 | 6.01 | 3.78 | 6.95 | 4.68 | 4.79 | 3.81 | 3.33 | 2.46 | 7.45 | 5.88 | 4.58 | 4.13 | 1.25 | 0.27 | 0.98 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vitalcare Inc. Employee 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.58%
Feb 2006 - Feb 2009 |
-0.78%
Feb 2004 - Feb 2009 |
4.16%
Dec 2007 - Dec 2017 |
4.27%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vitalcare Inc. Employee 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
35.94%
Dec 2018 - Dec 2021 |
20.97%
Feb 2016 - Feb 2021 |
13.57%
Sep 2011 - Sep 2021 |
11.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart