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 Strategic Asset Allocation - Equal Weight Moderate | NA | 38.22% | 12.23% | 13.39% | 8.90% | 8.32% | 7.68% | 7.98% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.86 | 38.22 | 12.23 | 13.39 | 8.90 | 8.32 | 7.68 | 7.98 | NA | 22.26 | 24.60 | -9.11 | 8.83 | 23.15 | 12.33 | -4.44 | 7.64 | 3.84 | 3.91 | 0.84 | 14.98 | 9.31 | 0.16 | 8.27 | 16.76 | -24.21 | 12.62 | 16.37 | 11.07 | 13.38 | 24.33 | -2.24 | 2.54 |
| Sharpe Ratio | NA | 1.76 | 0.91 | 0.85 | 0.69 | NA | NA | 0.58 | 0.12 | 1.57 | 2.54 | -0.74 | 0.82 | 1.28 | 1.28 | -0.63 | 1.58 | 0.40 | 0.45 | 0.11 | 2.48 | 1.60 | 0.01 | 0.95 | 0.93 | -1.07 | 0.96 | 1.56 | 1.40 | 1.68 | 2.72 | -0.31 | 0.03 |
| Standard Deviation(%) | NA | 9.92 | 10.72 | 12.66 | 10.62 | NA | NA | 10.90 | 9.44 | 9.95 | 7.99 | 14.26 | 10.69 | 17.83 | 8.53 | 9.07 | 4.44 | 9.01 | 8.60 | 7.72 | 6.04 | 5.78 | 10.35 | 8.57 | 17.92 | 23.47 | 10.01 | 8.41 | 6.33 | 7.41 | 8.70 | 10.78 | 8.93 |
| Draw Down(%) | NA | 5.93 | 13.77 | 19.41 | 19.41 | NA | NA | 38.73 | 0.59 | 5.93 | 4.76 | 17.79 | 5.93 | 19.41 | 4.44 | 12.76 | 2.12 | 7.10 | 7.21 | 5.88 | 3.81 | 4.82 | 9.93 | 7.50 | 19.63 | 35.11 | 6.60 | 9.62 | 4.21 | 5.33 | 8.53 | 17.20 | 12.50 |
| Yield(%) | NA | 15.01 | 11.11 | 8.79 | 6.77 | NA | NA | 4.70 | NA | 4.25 | 14.33 | 8.44 | 5.53 | 9.33 | 1.32 | 10.31 | 0.64 | 4.45 | 4.00 | 4.88 | 5.38 | 2.03 | 2.13 | 1.80 | 1.48 | 2.28 | 4.37 | 3.27 | 5.59 | 2.83 | 2.87 | 2.95 | 3.77 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.20%
Feb 2006 - Feb 2009 |
0.34%
Oct 2007 - Oct 2012 |
3.31%
Oct 2007 - Oct 2017 |
3.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Strategic Asset Allocation - Equal Weight Moderate |
20.17%
Mar 2003 - Mar 2006 |
16.25%
Oct 2002 - Oct 2007 |
9.21%
Nov 2014 - Nov 2024 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart