Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate | NA | 15.86% | -1.91% | 3.37% | 3.04% | 3.86% | 4.94% | 5.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation 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 (%) | -0.59 | 15.86 | -1.91 | 3.37 | 3.04 | 3.86 | 4.94 | 5.47 | NA | 57.62 | 15.65 | -20.66 | 6.71 | 15.17 | 7.57 | -1.60 | 11.96 | 0.03 | -2.47 | 2.13 | 12.18 | 4.01 | 0.74 | 7.98 | 13.29 | -3.60 | 8.95 | 12.84 | 6.32 | 10.56 | 23.37 | -1.43 | 2.06 |
| Sharpe Ratio | NA | 1.63 | 0.49 | 0.51 | 0.41 | NA | NA | 0.56 | 0.08 | 1.50 | 1.29 | -1.44 | 0.32 | 1.75 | 1.47 | -0.39 | 2.30 | -0.04 | -0.53 | 0.42 | 1.96 | 0.85 | 0.10 | 0.88 | 1.88 | -1.79 | 0.66 | 1.48 | 0.71 | 1.29 | 4.00 | -0.44 | -0.09 |
| Standard Deviation(%) | NA | 34.14 | 22.27 | 19.94 | 14.58 | NA | NA | 10.57 | 24.63 | 34.04 | 8.81 | 15.29 | 20.73 | 8.52 | 4.18 | 7.45 | 4.92 | 4.61 | 4.69 | 5.03 | 6.19 | 4.67 | 6.83 | 8.95 | 7.02 | 2.53 | 9.02 | 6.48 | 5.81 | 7.44 | 5.67 | 5.82 | 2.70 |
| Draw Down(%) | NA | 8.73 | 24.16 | 26.30 | 26.30 | NA | NA | 26.30 | 1.58 | 8.73 | 8.85 | 25.63 | 13.09 | 8.65 | 3.40 | 8.29 | 3.63 | 4.22 | 5.44 | 5.64 | 5.26 | 4.10 | 7.08 | 6.91 | 3.92 | 4.82 | 6.33 | 7.51 | 4.65 | 6.47 | 3.07 | 8.99 | 2.18 |
| Yield(%) | NA | 3.86 | 3.72 | 3.40 | 2.64 | NA | NA | 2.93 | NA | 0.46 | 3.86 | 2.33 | 4.47 | 2.34 | 4.01 | 3.14 | 0.25 | 0.91 | 1.74 | 3.51 | 2.81 | 1.80 | 1.74 | 2.04 | 2.18 | 1.87 | 7.96 | 5.35 | 4.53 | 3.81 | 2.95 | 1.36 | 1.88 |
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 |
|---|---|---|---|---|
| IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate |
-1.91%
Sep 2019 - Sep 2022 |
-0.52%
Sep 2017 - Sep 2022 |
1.96%
Oct 2013 - Oct 2023 |
2.73%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate |
14.28%
Jan 2003 - Jan 2006 |
13.86%
Oct 2002 - Oct 2007 |
8.57%
Sep 2002 - Sep 2012 |
7.40%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart