Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Tactical Asset Allocation Moderate | NA | 21.20% | 2.22% | 6.05% | 5.34% | 5.29% | 6.22% | 7.05% |
Data as of 09/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/19/2024 |
| 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 (%) | 0.03 | 21.20 | 2.22 | 6.05 | 5.34 | 5.29 | 6.22 | 7.05 | 7.12 | 14.31 | -15.83 | 8.93 | 12.46 | 11.55 | -1.14 | 5.93 | 9.84 | 0.03 | 1.67 | 17.00 | 0.02 | -0.17 | 6.14 | 9.22 | 1.09 | 12.54 | 12.52 | 4.97 | 11.59 | 18.50 | 7.73 | 8.22 |
| Sharpe Ratio | NA | 0.13 | -0.25 | 0.24 | 0.41 | NA | NA | 0.71 | 0.06 | 1.17 | -1.67 | 0.81 | 1.34 | 2.12 | -0.30 | 0.84 | 2.04 | 0.00 | 0.22 | 2.18 | 0.00 | -0.02 | 0.53 | 1.22 | 0.05 | 1.01 | 1.37 | 0.45 | 1.46 | 3.06 | 2.38 | 1.75 |
| Standard Deviation(%) | NA | 10.07 | 9.73 | 9.84 | 8.14 | NA | NA | 7.55 | 10.12 | 8.59 | 10.30 | 10.94 | 9.13 | 4.78 | 8.27 | 6.27 | 4.71 | 5.12 | 7.63 | 7.77 | 6.08 | 8.52 | 11.38 | 7.46 | 3.30 | 9.44 | 6.77 | 6.21 | 7.30 | 5.83 | 2.78 | 3.37 |
| Draw Down(%) | NA | 7.33 | 17.18 | 20.38 | 20.38 | NA | NA | 20.38 | 7.33 | 6.81 | 16.81 | 6.85 | 9.59 | 2.15 | 7.95 | 6.40 | 3.95 | 3.84 | 7.79 | 4.57 | 6.45 | 8.07 | 9.83 | 4.53 | 4.47 | 7.37 | 7.98 | 4.34 | 7.16 | 3.14 | 1.32 | 2.09 |
| Yield(%) | NA | 4.64 | 4.88 | 4.43 | 3.49 | NA | NA | 3.55 | 0.06 | 5.30 | 3.99 | 5.59 | 3.77 | 4.19 | 2.29 | 0.00 | 4.79 | 3.42 | 2.13 | 3.15 | 1.80 | 0.99 | 0.82 | 3.18 | 3.34 | 6.09 | 5.64 | 3.73 | 2.86 | 2.98 | 5.03 | 6.53 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Tactical Asset Allocation Moderate |
-1.12%
Apr 2021 - Apr 2024 |
1.81%
Oct 2017 - Oct 2022 |
3.52%
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 |
|---|---|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Tactical Asset Allocation Moderate |
13.86%
Apr 2003 - Apr 2006 |
12.51%
Oct 2002 - Oct 2007 |
9.46%
Apr 2001 - Apr 2011 |
7.75%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart