Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Strategic Asset Allocation - Equal Weight Moderate | NA | 8.06% | 5.73% | 7.60% | 6.37% | 7.91% | 7.15% | 7.34% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.72 | 8.06 | 5.73 | 7.60 | 6.37 | 7.91 | 7.15 | 7.34 | 1.34 | 15.82 | -13.13 | 14.09 | 20.53 | 18.44 | -4.99 | 11.20 | 6.40 | 2.93 | 4.38 | 14.47 | 11.41 | -0.04 | 13.43 | 21.99 | -22.87 | 8.90 | 14.59 | 8.46 | 12.40 | 25.68 | -1.22 | 2.31 |
| Sharpe Ratio | NA | 1.15 | 0.30 | 0.69 | 0.64 | NA | NA | 0.68 | 0.15 | 1.50 | -1.04 | 1.39 | 1.18 | 2.45 | -0.68 | 2.07 | 0.75 | 0.36 | 0.71 | 2.30 | 1.74 | -0.01 | 1.45 | 1.63 | -1.33 | 0.69 | 1.74 | 1.20 | 1.75 | 4.08 | -0.32 | 0.01 |
| Standard Deviation(%) | NA | 7.60 | 10.83 | 11.80 | 9.91 | NA | NA | 9.47 | 7.19 | 7.72 | 13.95 | 10.09 | 17.17 | 6.96 | 9.21 | 5.11 | 8.21 | 8.07 | 6.14 | 6.29 | 6.54 | 11.58 | 9.21 | 13.44 | 17.83 | 8.50 | 6.52 | 5.26 | 6.55 | 6.12 | 7.37 | 0.05 |
| Draw Down(%) | NA | 5.87 | 18.22 | 21.21 | 21.21 | NA | NA | 33.60 | 1.35 | 5.87 | 18.14 | 5.95 | 21.21 | 3.02 | 12.29 | 3.29 | 8.38 | 7.55 | 4.46 | 5.83 | 5.28 | 11.82 | 7.18 | 12.63 | 30.11 | 6.11 | 7.62 | 3.82 | 6.20 | 5.30 | 10.49 | 0.00 |
| Yield(%) | NA | 4.96 | 5.73 | 4.84 | 4.43 | NA | NA | 4.03 | 0.01 | 5.25 | 2.29 | 9.87 | 3.78 | 3.41 | 4.96 | 0.51 | 3.72 | 6.38 | 4.48 | 4.11 | 3.23 | 2.72 | 3.35 | 2.54 | 1.89 | 7.42 | 5.68 | 4.60 | 4.06 | 4.36 | 1.67 | 2.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Strategic Asset Allocation - Equal Weight Moderate |
-4.72%
Feb 2006 - Feb 2009 |
1.07%
Feb 2004 - Feb 2009 |
5.37%
Jan 2006 - Jan 2016 |
5.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Strategic Asset Allocation - Equal Weight Moderate |
17.66%
Dec 2018 - Dec 2021 |
15.50%
Oct 2002 - Oct 2007 |
9.63%
Dec 2011 - Dec 2021 |
8.71%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart