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 Strategic Asset Allocation - Equal Weight Moderate | NA | 3.94% | 2.13% | 2.02% | 4.87% | 5.17% | NA | 6.52% |
Data as of 05/29/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pacific Dental Services Inc 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 3.94 | 2.13 | 2.02 | 4.87 | 5.17 | NA | 6.52 | 3.55 | 17.63 | -6.72 | 7.51 | 1.76 | -1.53 | 5.51 | 7.07 | 11.50 | 1.16 | 12.73 | 22.70 | -19.35 | 7.61 | 14.36 | 8.47 | 14.11 | 22.15 | -1.20 | 12.26 |
| Sharpe Ratio | NA | 0.50 | 0.29 | 0.41 | 0.59 | NA | NA | 0.66 | 0.18 | 2.95 | -1.00 | 1.52 | 0.19 | -0.20 | 0.94 | 1.11 | 2.21 | 0.12 | 1.50 | 1.55 | -1.22 | 0.60 | 1.97 | 1.29 | 1.88 | 3.82 | -0.33 | 1.40 |
| Standard Deviation(%) | NA | 14.97 | 10.36 | 9.23 | 8.20 | NA | NA | 8.76 | 18.17 | 5.49 | 8.06 | 4.51 | 8.20 | 7.97 | 5.88 | 6.36 | 5.18 | 9.48 | 8.43 | 14.55 | 16.56 | 7.63 | 5.60 | 4.88 | 7.00 | 5.61 | 6.86 | 7.13 |
| Draw Down(%) | NA | 21.28 | 21.28 | 21.28 | 21.28 | NA | NA | 31.42 | 21.28 | 2.29 | 11.29 | 4.48 | 7.03 | 8.89 | 4.06 | 7.26 | 4.26 | 9.73 | 6.02 | 13.91 | 29.39 | 5.22 | 6.05 | 3.36 | 7.48 | 3.83 | 12.86 | 7.12 |
| Yield(%) | NA | 2.70 | 2.62 | 2.90 | 3.45 | NA | NA | 3.84 | 0.53 | 3.42 | 4.29 | 0.31 | 1.76 | 5.19 | 5.35 | 2.07 | 5.40 | 2.65 | 5.34 | 4.52 | 4.25 | 7.78 | 4.65 | 2.86 | 4.20 | 2.81 | 2.01 | 3.56 |
Data as of 05/29/2020, 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 Strategic Asset Allocation - Equal Weight Moderate |
-4.45%
Feb 2006 - Feb 2009 |
0.26%
Mar 2015 - Mar 2020 |
3.74%
Mar 2010 - Mar 2020 |
4.75%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pacific Dental Services Inc 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
17.22%
Feb 2009 - Feb 2012 |
14.27%
Oct 2002 - Oct 2007 |
9.33%
Mar 2003 - Mar 2013 |
7.62%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart