Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
Pacific Dental Services Inc 401K Retirement Plan Tactical Asset Allocation Moderate | NA | 13.62% | 0.97% | 5.04% | 4.02% | 5.99% | 7.86% | 8.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Pacific Dental Services Inc 401K Retirement 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 (%) | -0.91 | 13.62 | 0.97 | 5.04 | 4.02 | 5.99 | 7.86 | 8.56 | NA | 0.00 | 12.31 | -12.50 | 7.64 | 15.22 | 10.81 | -3.75 | 10.60 | 2.40 | -4.44 | 5.09 | 13.01 | 10.85 | 3.34 | 13.66 | 26.51 | -2.73 | 17.70 | 16.85 | 11.03 | 14.46 | 19.91 | 5.09 | 7.88 |
Sharpe Ratio | NA | -0.53 | -0.44 | 0.18 | 0.23 | NA | NA | 0.85 | 0.08 | -0.68 | 1.04 | -1.53 | 0.69 | 1.58 | 1.96 | -0.69 | 2.17 | 0.39 | -0.67 | 0.88 | 1.76 | 2.03 | 0.36 | 1.00 | 2.55 | -0.57 | 1.30 | 1.66 | 1.42 | 1.65 | 3.89 | 0.87 | 1.09 |
Standard Deviation(%) | NA | 9.59 | 8.85 | 9.45 | 7.87 | NA | NA | 7.97 | 6.62 | 9.65 | 7.72 | 9.06 | 10.99 | 9.46 | 4.79 | 7.31 | 4.59 | 5.59 | 6.68 | 5.76 | 7.38 | 5.33 | 9.22 | 13.54 | 10.34 | 6.45 | 11.32 | 8.19 | 6.22 | 8.20 | 4.94 | 4.56 | 5.09 |
Draw Down(%) | NA | 6.63 | 12.38 | 14.60 | 14.60 | NA | NA | 14.60 | 0.53 | 6.63 | 7.40 | 13.83 | 6.51 | 9.09 | 2.38 | 9.34 | 3.15 | 6.19 | 9.84 | 3.71 | 6.76 | 3.56 | 7.65 | 9.90 | 4.35 | 8.13 | 9.42 | 9.87 | 4.76 | 9.89 | 2.72 | 3.79 | 3.91 |
Yield(%) | NA | 4.46 | 5.09 | 5.41 | 4.18 | NA | NA | 4.57 | NA | 0.57 | 4.72 | 1.58 | 8.81 | 9.29 | 2.92 | 4.28 | 0.13 | 2.65 | 3.40 | 3.90 | 4.08 | 6.75 | 2.13 | 3.85 | 4.48 | 3.28 | 7.24 | 5.94 | 3.34 | 3.73 | 4.03 | 6.14 | 7.79 |
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 |
---|---|---|---|---|
Pacific Dental Services Inc 401K Retirement Plan Tactical Asset Allocation Moderate |
-0.58%
Dec 2021 - Dec 2024 |
1.47%
Feb 2015 - Feb 2020 |
3.32%
Oct 2013 - Oct 2023 |
5.32%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Pacific Dental Services Inc 401K Retirement Plan Tactical Asset Allocation Moderate |
18.70%
Oct 2004 - Oct 2007 |
16.97%
Oct 2002 - Oct 2007 |
13.34%
Apr 2001 - Apr 2011 |
10.52%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart