Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nashville Vanguard Health Systems 401K Plan Tactical Asset Allocation Moderate | NA | 30.55% | 11.41% | 12.43% | 7.63% | 7.09% | 7.23% | 7.45% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nashville Vanguard Health Systems 401K 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 (%) | -0.21 | 30.55 | 11.41 | 12.43 | 7.63 | 7.09 | 7.23 | 7.45 | NA | 17.70 | 22.16 | -3.14 | 6.56 | 20.32 | 8.58 | -4.72 | 8.26 | 3.76 | -1.56 | 1.00 | 15.79 | 1.72 | 2.99 | 7.63 | 11.01 | -10.62 | 10.77 | 16.30 | 8.97 | 12.63 | 24.25 | -3.70 | 2.31 |
| Sharpe Ratio | NA | 2.04 | 0.90 | 1.14 | 0.80 | NA | NA | 0.75 | 0.23 | 1.88 | 2.57 | -0.37 | 0.70 | 2.73 | 1.50 | -0.86 | 1.42 | 0.83 | -0.31 | 0.14 | 2.29 | 0.33 | 0.41 | 0.65 | 1.09 | -1.73 | 0.65 | 1.46 | 1.00 | 1.25 | 3.27 | -0.54 | 0.01 |
| Standard Deviation(%) | NA | 5.87 | 8.87 | 8.70 | 7.25 | NA | NA | 7.83 | 2.85 | 5.92 | 6.97 | 12.35 | 9.38 | 7.35 | 4.78 | 7.05 | 5.36 | 4.30 | 5.11 | 7.14 | 6.89 | 5.11 | 7.17 | 11.63 | 9.99 | 6.66 | 11.98 | 8.95 | 6.81 | 9.38 | 7.22 | 8.90 | 0.05 |
| Draw Down(%) | NA | 4.58 | 12.76 | 14.76 | 14.76 | NA | NA | 17.78 | 0.02 | 4.58 | 4.00 | 12.98 | 5.03 | 6.13 | 3.12 | 10.10 | 4.52 | 4.25 | 5.03 | 5.51 | 3.51 | 5.15 | 4.67 | 9.11 | 4.90 | 11.62 | 8.25 | 10.72 | 4.85 | 6.91 | 2.39 | 12.11 | 0.00 |
| Yield(%) | NA | 17.81 | 12.19 | 8.38 | 5.40 | NA | NA | 3.48 | NA | 5.43 | 16.60 | 9.24 | 4.42 | 4.78 | 0.60 | 3.68 | 0.44 | 2.93 | 1.93 | 3.48 | 3.95 | 0.39 | 0.32 | 1.10 | 1.63 | 0.59 | 5.32 | 4.72 | 3.21 | 1.15 | 1.15 | 0.69 | 2.31 |
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 |
|---|---|---|---|---|
| Nashville Vanguard Health Systems 401K Plan Tactical Asset Allocation Moderate |
0.04%
Jun 2007 - Jun 2010 |
1.25%
Dec 2013 - Dec 2018 |
3.72%
Oct 2007 - Oct 2017 |
3.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nashville Vanguard Health Systems 401K Plan Tactical Asset Allocation Moderate |
18.38%
Apr 2003 - Apr 2006 |
15.37%
Oct 2002 - Oct 2007 |
8.71%
Apr 2003 - Apr 2013 |
7.52%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart