Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 22.63% | 1.41% | 6.70% | 5.84% | 7.21% | 6.58% | 6.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -0.77 | 22.63 | 1.41 | 6.70 | 5.84 | 7.21 | 6.58 | 6.76 | NA | 10.05 | 12.16 | -15.27 | 8.69 | 17.61 | 19.42 | -6.82 | 10.20 | 7.63 | -0.61 | 4.92 | 15.13 | 11.75 | -0.90 | 15.23 | 25.66 | -24.81 | 8.40 | 11.74 | 8.30 | 13.97 | 25.00 | -7.14 | 1.80 |
| Sharpe Ratio | NA | 0.59 | -0.18 | 0.27 | 0.40 | NA | NA | 0.46 | 0.03 | 0.42 | 0.91 | -1.12 | 0.89 | 0.94 | 2.51 | -0.87 | 2.16 | 0.84 | -0.07 | 0.73 | 2.02 | 1.42 | -0.06 | 1.22 | 1.43 | -1.13 | 0.57 | 1.05 | 0.87 | 1.62 | 2.82 | -0.70 | -0.04 |
| Standard Deviation(%) | NA | 8.17 | 11.03 | 12.67 | 10.54 | NA | NA | 11.39 | 7.49 | 8.27 | 8.66 | 14.90 | 9.72 | 18.47 | 7.17 | 9.32 | 4.43 | 8.79 | 8.61 | 6.75 | 7.46 | 8.24 | 14.86 | 12.43 | 17.82 | 22.76 | 9.53 | 8.06 | 7.03 | 8.03 | 8.62 | 11.83 | 11.76 |
| Draw Down(%) | NA | 4.67 | 19.42 | 22.07 | 22.07 | NA | NA | 37.28 | 0.65 | 4.67 | 8.32 | 20.22 | 5.35 | 22.07 | 3.59 | 13.63 | 1.95 | 7.24 | 8.70 | 5.39 | 6.08 | 6.54 | 14.46 | 9.51 | 16.18 | 35.75 | 6.01 | 8.61 | 4.51 | 7.36 | 7.06 | 17.67 | 15.72 |
| Yield(%) | NA | 2.97 | 2.68 | 3.02 | 2.94 | NA | NA | 2.73 | NA | 0.97 | 2.53 | 2.39 | 2.16 | 2.90 | 4.44 | 3.92 | 0.36 | 2.64 | 3.13 | 4.42 | 1.93 | 2.57 | 2.27 | 1.91 | 2.39 | 2.57 | 3.18 | 2.57 | 2.71 | 2.81 | 2.85 | 2.29 | 2.94 |
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 |
|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.80%
Feb 2006 - Feb 2009 |
-0.68%
Feb 2004 - Feb 2009 |
4.34%
Oct 2013 - Oct 2023 |
4.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
19.83%
Feb 2009 - Feb 2012 |
16.04%
Feb 2009 - Feb 2014 |
9.92%
Feb 2009 - Feb 2019 |
8.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart