Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Tactical Asset Allocation Moderate | NA | 37.19% | 9.97% | 11.00% | 6.51% | 6.03% | 6.86% | 7.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN 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 (%) | -0.90 | 37.19 | 9.97 | 11.00 | 6.51 | 6.03 | 6.86 | 7.64 | NA | 23.98 | 21.89 | -16.36 | 16.60 | 16.63 | 3.15 | -2.56 | 6.29 | 7.01 | -4.26 | -1.90 | 14.43 | 6.44 | 1.14 | 2.57 | 13.19 | 0.34 | 12.89 | 12.82 | 5.88 | 12.33 | 18.10 | 8.00 | 6.98 |
| Sharpe Ratio | NA | 1.97 | 0.89 | 0.86 | 0.59 | NA | NA | 0.77 | 0.08 | 1.80 | 2.39 | -1.37 | 1.34 | 1.80 | 0.33 | -0.50 | 1.03 | 1.56 | -0.79 | -0.31 | 2.15 | 1.28 | 0.10 | 0.23 | 1.54 | -0.10 | 1.02 | 1.11 | 0.60 | 1.36 | 3.05 | 2.30 | 1.21 |
| Standard Deviation(%) | NA | 9.66 | 8.91 | 10.55 | 8.50 | NA | NA | 7.91 | 12.03 | 9.63 | 7.39 | 13.00 | 12.33 | 9.12 | 5.31 | 7.73 | 5.48 | 4.35 | 5.44 | 6.23 | 6.71 | 4.99 | 10.68 | 10.76 | 8.48 | 5.95 | 9.74 | 8.57 | 6.15 | 8.37 | 5.71 | 3.00 | 3.87 |
| Draw Down(%) | NA | 6.66 | 12.82 | 20.52 | 20.52 | NA | NA | 20.52 | 0.83 | 6.66 | 4.48 | 20.52 | 5.72 | 9.24 | 4.54 | 9.75 | 4.55 | 2.29 | 5.55 | 6.30 | 4.30 | 3.69 | 11.57 | 11.10 | 4.70 | 4.51 | 7.00 | 9.82 | 4.38 | 6.81 | 2.77 | 1.59 | 2.69 |
| Yield(%) | NA | 17.34 | 13.57 | 10.29 | 6.41 | NA | NA | 5.22 | NA | 4.40 | 16.41 | 8.07 | 11.63 | 8.28 | 2.66 | 3.19 | 0.19 | 2.20 | 3.85 | 2.99 | 3.34 | 4.83 | 2.31 | 3.83 | 4.50 | 4.68 | 3.65 | 4.07 | 4.10 | 3.27 | 4.35 | 6.28 | 6.90 |
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 |
|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Tactical Asset Allocation Moderate |
0.01%
Feb 2017 - Feb 2020 |
0.81%
Dec 2013 - Dec 2018 |
2.43%
Mar 2010 - Mar 2020 |
3.52%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Tactical Asset Allocation Moderate |
14.17%
Apr 2003 - Apr 2006 |
13.16%
Oct 2002 - Oct 2007 |
9.89%
Apr 2001 - Apr 2011 |
7.34%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart