Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | NA | -4.17% | 2.79% | 2.79% | 7.87% | 7.11% | NA | 7.86% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | -4.17 | 2.79 | 2.79 | 7.87 | 7.11 | NA | 7.86 | -9.00 | 10.93 | 4.58 | 0.60 | 1.97 | 9.26 | 12.31 | -0.21 | 15.95 | 31.33 | -22.75 | 13.21 | 9.54 | 13.16 | 14.37 | 27.88 | 0.66 | 7.11 |
| Sharpe Ratio | NA | -1.21 | 0.16 | 0.16 | 0.76 | NA | NA | 0.64 | -1.21 | 2.38 | 0.62 | 0.06 | 0.38 | 1.60 | 2.25 | -0.02 | 1.68 | 1.73 | -1.12 | 1.15 | 0.81 | 2.03 | 2.00 | 4.65 | -0.06 | 0.70 |
| Standard Deviation(%) | NA | 8.51 | 6.88 | 7.11 | 9.26 | NA | NA | 9.64 | 8.51 | 4.33 | 7.07 | 9.19 | 5.16 | 5.78 | 5.45 | 11.22 | 9.45 | 18.05 | 21.20 | 8.87 | 7.69 | 5.41 | 6.73 | 5.84 | 8.05 | 6.88 |
| Draw Down(%) | NA | 15.25 | 15.25 | 15.25 | 16.58 | NA | NA | 36.77 | 15.25 | 2.00 | 7.20 | 6.98 | 5.15 | 6.76 | 4.20 | 12.00 | 7.51 | 16.58 | 35.54 | 7.20 | 10.25 | 4.18 | 7.90 | 5.14 | 13.42 | 8.66 |
| Yield(%) | NA | 7.04 | 3.75 | 3.96 | 3.73 | NA | NA | 4.40 | 6.99 | 0.39 | 3.81 | 5.46 | 3.12 | 4.06 | 4.07 | 3.50 | 2.65 | 3.09 | 4.77 | 8.30 | 8.21 | 6.35 | 4.34 | 4.27 | 2.41 | 3.39 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
-6.40%
Feb 2006 - Feb 2009 |
1.01%
Feb 2004 - Feb 2009 |
5.14%
Oct 2007 - Oct 2017 |
7.00%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
21.89%
Feb 2009 - Feb 2012 |
16.96%
Oct 2002 - Oct 2007 |
11.18%
Mar 2003 - Mar 2013 |
9.13%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart