Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | -7.20% | -0.62% | 0.37% | 1.10% | 2.89% | 4.44% | 5.64% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.45 | -7.20 | -0.62 | 0.37 | 1.10 | 2.89 | 4.44 | 5.64 | 0.50 | 3.13 | -15.97 | 7.87 | 16.24 | 4.46 | -2.67 | 9.87 | 5.11 | -4.62 | -2.59 | 15.64 | 5.27 | -3.27 | 3.83 | 14.78 | -2.30 | 13.84 | 11.65 | 1.73 | 16.02 | 25.67 | 11.42 | 6.59 |
| Sharpe Ratio | NA | -0.10 | -0.46 | 0.12 | 0.12 | NA | NA | 0.61 | 0.02 | -0.14 | -1.69 | 0.69 | 1.85 | 0.63 | -0.51 | 1.61 | 0.96 | -0.91 | -0.38 | 2.07 | 0.80 | -0.32 | 0.30 | 1.68 | -0.52 | 1.11 | 1.12 | -0.07 | 1.88 | 4.11 | 2.39 | 0.94 |
| Standard Deviation(%) | NA | 8.11 | 9.82 | 8.93 | 7.66 | NA | NA | 7.78 | 8.82 | 7.75 | 10.28 | 11.36 | 8.65 | 4.85 | 7.83 | 5.72 | 5.13 | 5.10 | 6.88 | 7.53 | 6.53 | 10.43 | 12.29 | 8.74 | 6.17 | 9.77 | 7.45 | 6.10 | 8.02 | 6.07 | 4.31 | 4.58 |
| Draw Down(%) | NA | 7.94 | 23.68 | 23.68 | 23.68 | NA | NA | 23.68 | 2.22 | 7.94 | 17.37 | 7.01 | 10.34 | 3.97 | 9.10 | 2.89 | 2.80 | 6.22 | 7.48 | 4.96 | 6.28 | 10.85 | 13.02 | 5.53 | 6.52 | 6.22 | 8.76 | 5.64 | 7.56 | 3.94 | 2.86 | 4.50 |
| Yield(%) | NA | 4.04 | 5.26 | 5.56 | 4.43 | NA | NA | 4.46 | 0.01 | 4.27 | 5.24 | 6.22 | 5.72 | 6.37 | 3.37 | 1.24 | 1.67 | 4.57 | 5.73 | 3.39 | 4.54 | 2.89 | 3.23 | 4.54 | 3.65 | 6.39 | 5.36 | 3.38 | 3.34 | 4.39 | 5.58 | 7.54 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.22%
Dec 2020 - Dec 2023 |
-0.08%
Sep 2018 - Sep 2023 |
1.10%
Oct 2013 - Oct 2023 |
2.66%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Tactical Asset Allocation Moderate |
17.56%
Dec 2001 - Dec 2004 |
15.04%
Oct 2002 - Oct 2007 |
10.70%
Apr 2001 - Apr 2011 |
7.45%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart