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 Strategic Asset Allocation - Equal Weight Moderate | NA | 22.15% | 4.98% | 8.47% | 6.03% | 6.66% | 6.10% | 6.72% |
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 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 (%) | -1.01 | 22.15 | 4.98 | 8.47 | 6.03 | 6.66 | 6.10 | 6.72 | NA | 93.40 | 14.20 | -9.62 | 7.66 | 19.71 | 16.17 | -6.20 | 11.69 | 2.79 | -1.82 | 4.53 | 12.22 | 11.12 | -0.41 | 9.24 | 19.97 | -25.07 | 9.96 | 12.94 | 7.42 | 12.32 | 24.83 | -5.98 | 11.02 |
| Sharpe Ratio | NA | 1.86 | 0.78 | 0.76 | 0.60 | NA | NA | 0.55 | 0.07 | 1.79 | 1.23 | -0.89 | 0.83 | 1.15 | 2.25 | -0.82 | 2.17 | 0.32 | -0.22 | 0.65 | 1.89 | 1.66 | -0.04 | 0.90 | 1.40 | -1.39 | 0.77 | 1.43 | 0.91 | 1.49 | 3.77 | -0.66 | 0.75 |
| Standard Deviation(%) | NA | 48.50 | 29.36 | 24.31 | 18.00 | NA | NA | 13.99 | 16.56 | 48.49 | 8.06 | 12.36 | 9.25 | 16.96 | 6.58 | 9.13 | 5.09 | 8.18 | 8.23 | 6.98 | 6.46 | 6.67 | 12.33 | 10.12 | 14.22 | 18.74 | 9.05 | 6.77 | 5.80 | 7.63 | 6.41 | 10.69 | 11.56 |
| Draw Down(%) | NA | 5.09 | 15.01 | 19.29 | 19.29 | NA | NA | 36.25 | 1.04 | 4.76 | 6.77 | 15.58 | 5.86 | 19.29 | 3.12 | 13.45 | 2.92 | 7.33 | 8.75 | 5.17 | 6.83 | 5.37 | 12.03 | 8.69 | 13.84 | 32.73 | 6.58 | 8.49 | 4.29 | 7.21 | 6.59 | 19.44 | 12.60 |
| Yield(%) | NA | 4.29 | 5.12 | 4.32 | 3.55 | NA | NA | 3.38 | NA | 0.60 | 4.55 | 2.07 | 8.18 | 3.35 | 3.33 | 4.77 | 0.44 | 1.27 | 4.08 | 3.25 | 2.17 | 1.79 | 2.01 | 2.41 | 1.82 | 1.82 | 8.35 | 5.29 | 4.24 | 3.90 | 3.59 | 1.42 | 2.99 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.39%
Feb 2006 - Feb 2009 |
-0.14%
Feb 2004 - Feb 2009 |
3.46%
Oct 2007 - Oct 2017 |
3.62%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
28.23%
Nov 2021 - Nov 2024 |
21.35%
Nov 2019 - Nov 2024 |
12.20%
Nov 2014 - Nov 2024 |
10.62%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart