Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intermountain Retirement Strategic Asset Allocation - Equal Weight Moderate | NA | 23.02% | 4.41% | 5.84% | 5.14% | 6.06% | 5.57% | 6.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intermountain Retirement 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 (%) | -1.17 | 23.02 | 4.41 | 5.84 | 5.14 | 6.06 | 5.57 | 6.32 | NA | 7.22 | 13.75 | -10.08 | 6.74 | 8.17 | 14.27 | -4.56 | 14.26 | 8.68 | -5.55 | 2.41 | 5.65 | 15.19 | -2.30 | 14.00 | 26.76 | -22.02 | 7.88 | 7.65 | 6.08 | 12.20 | 18.85 | 0.96 | 8.11 |
| Sharpe Ratio | NA | 0.27 | -0.08 | 0.21 | 0.34 | NA | NA | 0.47 | 0.04 | 0.08 | 1.25 | -1.01 | 0.76 | 0.45 | 1.73 | -0.61 | 2.68 | 0.97 | -0.62 | 0.33 | 0.87 | 2.32 | -0.18 | 1.32 | 1.77 | -1.16 | 0.65 | 0.67 | 0.63 | 1.85 | 2.50 | -0.02 | 0.81 |
| Standard Deviation(%) | NA | 8.08 | 9.21 | 11.28 | 9.82 | NA | NA | 9.93 | 7.04 | 8.14 | 7.59 | 11.40 | 8.80 | 17.45 | 7.44 | 9.58 | 5.09 | 8.70 | 9.00 | 7.19 | 6.48 | 6.53 | 13.13 | 10.50 | 15.07 | 19.76 | 7.55 | 6.52 | 6.24 | 6.07 | 7.27 | 9.16 | 7.13 |
| Draw Down(%) | NA | 5.64 | 14.91 | 22.64 | 22.64 | NA | NA | 34.03 | 0.57 | 5.60 | 6.44 | 14.91 | 4.57 | 22.64 | 4.14 | 10.90 | 3.05 | 6.15 | 12.33 | 5.92 | 7.56 | 5.38 | 14.44 | 8.49 | 16.15 | 31.47 | 4.32 | 5.95 | 3.56 | 4.79 | 6.19 | 12.62 | 7.03 |
| Yield(%) | NA | 3.59 | 3.94 | 3.70 | 3.40 | NA | NA | 4.27 | NA | 1.01 | 3.34 | 2.58 | 5.29 | 4.03 | 2.25 | 2.75 | 0.42 | 3.48 | 5.27 | 3.43 | 5.98 | 5.14 | 4.00 | 4.30 | 3.92 | 5.50 | 7.08 | 4.34 | 4.06 | 4.71 | 3.91 | 4.92 | 6.56 |
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 |
|---|---|---|---|---|
| Intermountain Retirement Strategic Asset Allocation - Equal Weight Moderate |
-7.11%
Feb 2006 - Feb 2009 |
-1.20%
Feb 2004 - Feb 2009 |
3.42%
Oct 2013 - Oct 2023 |
3.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intermountain Retirement Strategic Asset Allocation - Equal Weight Moderate |
19.15%
Feb 2009 - Feb 2012 |
13.69%
Feb 2009 - Feb 2014 |
8.81%
Feb 2009 - Feb 2019 |
7.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart