Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Canandaigua Medical Group P.C. Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 17.73% | 0.95% | 5.49% | 3.98% | 4.88% | 5.80% | 6.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Canandaigua Medical Group P.C. Profit Sharing Plan 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 (%) | -1.15 | 17.73 | 0.95 | 5.49 | 3.98 | 4.88 | 5.80 | 6.32 | NA | 3.48 | 11.06 | -16.13 | 14.33 | 12.77 | 10.35 | -3.75 | 6.83 | 1.77 | -1.64 | 0.47 | 12.02 | 8.32 | 1.68 | 8.27 | 16.87 | -4.14 | 10.79 | 14.82 | 5.57 | 8.35 | 17.85 | 1.23 | 6.72 |
| Sharpe Ratio | NA | -0.15 | -0.48 | 0.22 | 0.25 | NA | NA | 0.67 | 0.04 | -0.29 | 0.88 | -1.79 | 1.48 | 1.48 | 1.89 | -0.71 | 1.14 | 0.38 | -0.32 | 0.09 | 1.99 | 2.14 | 0.24 | 0.90 | 2.19 | -1.20 | 0.82 | 1.55 | 0.70 | 1.11 | 3.94 | 0.03 | 1.09 |
| Standard Deviation(%) | NA | 10.64 | 9.50 | 9.35 | 7.64 | NA | NA | 6.88 | 10.27 | 10.66 | 7.77 | 9.76 | 9.67 | 8.46 | 4.74 | 7.13 | 5.46 | 4.15 | 5.21 | 5.13 | 6.02 | 3.86 | 7.03 | 9.12 | 7.66 | 4.22 | 9.50 | 7.46 | 4.88 | 6.69 | 4.35 | 3.81 | 4.06 |
| Draw Down(%) | NA | 8.54 | 15.74 | 16.89 | 16.89 | NA | NA | 16.89 | 0.89 | 8.53 | 7.20 | 16.89 | 4.27 | 10.19 | 3.34 | 9.98 | 6.10 | 3.68 | 5.99 | 6.09 | 4.39 | 3.14 | 6.03 | 7.24 | 4.12 | 6.95 | 6.83 | 8.92 | 4.20 | 6.26 | 2.35 | 5.49 | 2.78 |
| Yield(%) | NA | 3.95 | 5.93 | 5.77 | 4.65 | NA | NA | 4.38 | NA | 0.55 | 3.86 | 4.44 | 9.08 | 5.60 | 6.24 | 5.43 | 0.21 | 2.68 | 5.05 | 4.03 | 4.04 | 4.40 | 2.15 | 3.68 | 4.52 | 2.76 | 4.54 | 6.10 | 3.71 | 2.67 | 3.29 | 5.01 | 6.67 |
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 |
|---|---|---|---|---|
| Canandaigua Medical Group P.C. Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.22%
Dec 2021 - Dec 2024 |
0.67%
Dec 2013 - Dec 2018 |
2.53%
Oct 2013 - Oct 2023 |
4.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Canandaigua Medical Group P.C. Profit Sharing Plan Tactical Asset Allocation Moderate |
12.95%
Apr 2003 - Apr 2006 |
12.30%
Oct 2002 - Oct 2007 |
9.02%
Apr 2003 - Apr 2013 |
7.53%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart