Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 34.19% | 12.98% | 14.66% | 10.29% | 9.46% | 8.50% | 8.57% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN 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 (%) | -0.34 | 34.19 | 12.98 | 14.66 | 10.29 | 9.46 | 8.50 | 8.57 | NA | 21.61 | 23.50 | -3.12 | 6.30 | 23.24 | 20.31 | 1.08 | 8.92 | 1.68 | 3.26 | 1.64 | 15.10 | 8.85 | 0.90 | 10.77 | 22.71 | -18.58 | 9.26 | 10.67 | 7.83 | 10.25 | 18.15 | -2.62 | 6.71 |
| Sharpe Ratio | NA | 1.78 | 0.97 | 0.90 | 0.82 | NA | NA | 0.79 | 0.11 | 1.61 | 2.44 | -0.36 | 0.57 | 1.20 | 2.32 | -0.02 | 1.63 | 0.18 | 0.36 | 0.21 | 2.67 | 1.97 | 0.11 | 1.48 | 2.41 | -1.62 | 0.95 | 1.40 | 1.43 | 1.92 | 2.91 | -0.57 | 0.61 |
| Standard Deviation(%) | NA | 9.28 | 10.11 | 12.65 | 10.75 | NA | NA | 8.81 | 8.18 | 9.31 | 7.89 | 12.57 | 11.02 | 19.23 | 8.16 | 10.77 | 5.09 | 8.20 | 9.09 | 7.55 | 5.65 | 4.47 | 8.18 | 7.24 | 9.40 | 12.02 | 6.57 | 5.28 | 3.96 | 4.86 | 6.00 | 6.57 | 7.19 |
| Draw Down(%) | NA | 5.13 | 14.26 | 22.62 | 22.62 | NA | NA | 26.61 | 0.51 | 5.13 | 4.67 | 15.00 | 8.38 | 22.62 | 3.77 | 11.77 | 3.01 | 8.67 | 8.50 | 6.12 | 3.76 | 3.60 | 8.26 | 6.01 | 9.93 | 25.16 | 5.49 | 6.36 | 3.36 | 3.68 | 5.45 | 11.92 | 9.30 |
| Yield(%) | NA | 16.06 | 10.79 | 7.93 | 5.55 | NA | NA | 4.69 | NA | 4.62 | 15.32 | 7.26 | 4.38 | 4.21 | 3.24 | 5.28 | 0.65 | 1.44 | 5.49 | 3.33 | 3.81 | 2.46 | 2.79 | 3.53 | 3.52 | 7.19 | 6.12 | 4.31 | 4.06 | 4.22 | 3.56 | 3.30 | 3.81 |
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 HEALTH GROUP LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.11%
Feb 2006 - Feb 2009 |
1.57%
Feb 2004 - Feb 2009 |
4.96%
Apr 2007 - Apr 2017 |
5.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.38%
Dec 2018 - Dec 2021 |
15.00%
Nov 2019 - Nov 2024 |
10.52%
Nov 2014 - Nov 2024 |
10.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart