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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.78% | 3.67% | 7.59% | 5.20% | 5.76% | 5.60% | 6.40% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan 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 (%) | -0.93 | 23.78 | 3.67 | 7.59 | 5.20 | 5.76 | 5.60 | 6.40 | NA | 8.64 | 10.21 | -6.38 | 0.65 | 20.34 | 18.09 | -10.49 | 11.16 | 0.37 | 0.76 | 2.27 | 13.98 | 10.92 | -4.67 | 8.53 | 24.79 | -25.60 | 12.56 | 11.67 | 8.83 | 9.38 | 26.71 | -1.00 | 7.39 |
| Sharpe Ratio | NA | 0.36 | 0.02 | 0.30 | 0.31 | NA | NA | 0.43 | 0.07 | 0.21 | 0.71 | -0.63 | 0.06 | 1.03 | 2.17 | -1.00 | 2.16 | 0.02 | 0.09 | 0.32 | 1.86 | 1.29 | -0.31 | 0.74 | 1.39 | -1.23 | 1.04 | 1.35 | 1.12 | 1.10 | 3.29 | -0.22 | 0.58 |
| Standard Deviation(%) | NA | 9.48 | 10.20 | 12.74 | 10.86 | NA | NA | 11.10 | 8.95 | 9.51 | 8.41 | 12.26 | 10.75 | 19.58 | 7.68 | 11.85 | 4.87 | 8.62 | 8.51 | 7.04 | 7.51 | 8.45 | 15.25 | 11.48 | 17.75 | 21.60 | 9.21 | 6.23 | 5.95 | 7.64 | 7.92 | 9.73 | 8.76 |
| Draw Down(%) | NA | 6.88 | 14.34 | 22.19 | 22.19 | NA | NA | 39.30 | 0.69 | 6.88 | 6.85 | 14.50 | 7.17 | 22.19 | 3.52 | 17.91 | 2.39 | 9.05 | 7.38 | 6.91 | 5.27 | 6.77 | 14.62 | 9.46 | 18.83 | 37.04 | 6.55 | 7.87 | 3.05 | 7.73 | 9.05 | 16.80 | 9.49 |
| Yield(%) | NA | 5.11 | 4.49 | 4.62 | 4.15 | NA | NA | 3.76 | NA | 0.36 | 5.61 | 4.03 | 3.43 | 5.75 | 4.13 | 4.75 | 0.30 | 3.96 | 5.32 | 4.10 | 5.02 | 1.51 | 1.23 | 0.84 | 2.00 | 3.77 | 6.00 | 7.39 | 4.67 | 2.88 | 3.12 | 2.57 | 3.80 |
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 |
|---|---|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.43%
Feb 2006 - Feb 2009 |
-0.82%
Feb 2004 - Feb 2009 |
2.98%
Mar 2010 - Mar 2020 |
3.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mid Ohio Oncology Hematology Inc Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
17.21%
Mar 2003 - Mar 2006 |
14.79%
Oct 2002 - Oct 2007 |
8.12%
Mar 2003 - Mar 2013 |
7.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart