Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 4.02% | 2.80% | 3.35% | 8.03% | 4.97% | 5.43% | 5.41% | 5.83% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.27 | 2.80 | 3.35 | 8.03 | 4.97 | 5.43 | 5.41 | 5.83 | 4.02 | 2.66 | 12.29 | -13.24 | 7.74 | 14.67 | 16.32 | -7.19 | 13.98 | 5.27 | -1.07 | 2.65 | 11.75 | 8.95 | -1.87 | 12.03 | 27.18 | -25.12 | 14.05 | 8.88 | 7.28 | 9.39 | 15.90 | 1.07 | 5.98 |
| Sharpe Ratio | NA | 0.47 | 0.31 | 0.45 | 0.40 | NA | NA | 0.50 | 0.64 | -0.11 | 1.06 | -1.23 | 0.78 | 0.85 | 2.45 | -1.00 | 2.92 | 0.59 | -0.13 | 0.40 | 1.94 | 1.46 | -0.18 | 1.33 | 1.98 | -1.40 | 1.14 | 0.73 | 0.99 | 1.30 | 2.64 | -0.01 | 0.52 |
| Standard Deviation(%) | NA | 10.38 | 9.64 | 9.93 | 9.89 | NA | NA | 9.50 | 11.86 | 8.56 | 8.11 | 11.89 | 9.93 | 17.03 | 6.06 | 8.58 | 4.57 | 8.51 | 8.17 | 6.57 | 6.03 | 6.08 | 10.71 | 9.00 | 13.65 | 18.62 | 9.53 | 7.49 | 5.05 | 6.48 | 5.74 | 7.76 | 6.77 |
| Draw Down(%) | NA | 10.97 | 10.97 | 20.87 | 20.97 | NA | NA | 35.35 | 8.67 | 7.97 | 8.21 | 18.82 | 6.20 | 20.97 | 3.52 | 13.17 | 1.53 | 6.15 | 9.40 | 5.30 | 5.26 | 5.80 | 11.07 | 6.49 | 12.56 | 31.39 | 6.71 | 10.27 | 3.21 | 6.39 | 4.92 | 11.42 | 8.12 |
| Yield(%) | NA | 3.20 | 3.57 | 3.02 | 2.58 | NA | NA | 3.16 | NA | 0.76 | 3.13 | 2.40 | 4.49 | 2.02 | 2.64 | 1.70 | 0.30 | 1.92 | 3.13 | 3.73 | 3.36 | 2.54 | 2.40 | 2.05 | 2.47 | 3.07 | 7.51 | 4.75 | 3.50 | 2.47 | 4.32 | 3.87 | 4.22 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.81%
Feb 2006 - Feb 2009 |
-0.53%
Feb 2004 - Feb 2009 |
3.68%
Oct 2013 - Oct 2023 |
3.41%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
16.78%
Feb 2009 - Feb 2012 |
13.13%
Feb 2009 - Feb 2014 |
8.37%
Feb 2009 - Feb 2019 |
7.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart