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 Strategic Asset Allocation - Optimal Moderate | NA | 26.61% | 3.41% | 7.82% | 5.74% | 7.17% | 6.83% | 7.41% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT 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 (%) | -1.05 | 26.61 | 3.41 | 7.82 | 5.74 | 7.17 | 6.83 | 7.41 | NA | 9.35 | 9.71 | -9.41 | 2.82 | 26.08 | 12.77 | -6.64 | 8.80 | 4.08 | -0.02 | 5.86 | 16.13 | 12.36 | -1.96 | 15.94 | 28.15 | -23.59 | 11.39 | 10.59 | 5.99 | 18.64 | 25.50 | -5.93 | 6.63 |
| Sharpe Ratio | NA | 0.40 | -0.10 | 0.36 | 0.34 | NA | NA | 0.51 | 0.05 | 0.26 | 0.63 | -0.69 | 0.22 | 1.56 | 1.30 | -0.77 | 1.37 | 0.46 | -0.01 | 0.80 | 2.12 | 1.50 | -0.14 | 1.28 | 1.60 | -1.13 | 0.88 | 0.97 | 0.62 | 2.18 | 3.04 | -0.62 | 0.48 |
| Standard Deviation(%) | NA | 10.62 | 11.97 | 13.15 | 11.07 | NA | NA | 11.31 | 10.16 | 10.67 | 8.64 | 15.53 | 12.60 | 16.57 | 8.72 | 10.31 | 5.98 | 8.34 | 8.63 | 7.30 | 7.60 | 8.23 | 14.08 | 12.37 | 17.53 | 21.77 | 9.58 | 7.58 | 6.16 | 8.13 | 8.16 | 11.32 | 8.99 |
| Draw Down(%) | NA | 6.98 | 19.41 | 21.99 | 21.99 | NA | NA | 36.92 | 0.94 | 6.98 | 9.31 | 19.41 | 8.96 | 18.50 | 4.74 | 14.11 | 3.62 | 8.20 | 7.34 | 5.60 | 6.20 | 6.55 | 14.69 | 10.39 | 17.60 | 35.27 | 7.23 | 9.01 | 4.44 | 7.47 | 7.85 | 19.24 | 11.11 |
| Yield(%) | NA | 4.38 | 5.50 | 5.95 | 5.49 | NA | NA | 4.87 | NA | 0.55 | 4.59 | 4.94 | 6.56 | 8.53 | 4.86 | 5.85 | 0.98 | 3.11 | 7.26 | 8.23 | 3.92 | 3.58 | 3.33 | 3.64 | 2.54 | 5.48 | 7.00 | 5.69 | 5.01 | 3.65 | 3.61 | 3.61 | 5.52 |
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 |
|---|---|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-6.10%
Feb 2006 - Feb 2009 |
0.21%
Feb 2004 - Feb 2009 |
4.00%
Oct 2013 - Oct 2023 |
4.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
19.78%
Feb 2009 - Feb 2012 |
16.24%
Feb 2009 - Feb 2014 |
10.33%
Mar 2003 - Mar 2013 |
8.90%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart