Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Psych Care Assoc PC 401 Plan Tactical Asset Allocation Moderate | NA | 21.44% | 3.63% | 8.00% | 6.55% | 7.99% | 9.24% | 9.90% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Psych Care Assoc PC 401 Plan 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 (%) | -1.05 | 21.44 | 3.63 | 8.00 | 6.55 | 7.99 | 9.24 | 9.90 | NA | 9.47 | 16.17 | -15.63 | 20.10 | 9.87 | 17.80 | -4.55 | 11.34 | 8.16 | -4.58 | 3.60 | 14.43 | 14.02 | 3.13 | 18.66 | 17.61 | 1.53 | 16.46 | 13.94 | 12.27 | 16.00 | 26.19 | 5.74 | 4.46 |
| Sharpe Ratio | NA | 0.46 | -0.08 | 0.37 | 0.43 | NA | NA | 0.83 | 0.05 | 0.37 | 1.57 | -1.21 | 2.14 | 0.49 | 2.53 | -0.65 | 2.18 | 0.92 | -0.50 | 0.49 | 1.97 | 1.93 | 0.21 | 1.44 | 1.56 | 0.08 | 1.13 | 1.10 | 1.29 | 1.52 | 3.57 | 0.91 | 0.50 |
| Standard Deviation(%) | NA | 7.66 | 10.24 | 12.59 | 10.48 | NA | NA | 9.83 | 6.28 | 7.70 | 7.58 | 14.08 | 9.38 | 19.69 | 6.47 | 9.05 | 4.91 | 8.68 | 9.15 | 7.30 | 7.32 | 7.25 | 15.08 | 12.93 | 11.25 | 7.16 | 11.91 | 9.70 | 7.82 | 9.89 | 7.14 | 5.06 | 4.31 |
| Draw Down(%) | NA | 4.89 | 19.12 | 23.61 | 23.61 | NA | NA | 23.61 | 0.45 | 4.89 | 6.84 | 20.78 | 3.98 | 23.61 | 3.34 | 11.81 | 2.76 | 6.47 | 10.71 | 7.15 | 6.70 | 4.73 | 14.22 | 8.38 | 5.40 | 5.51 | 8.94 | 12.89 | 5.72 | 14.38 | 4.49 | 5.05 | 4.36 |
| Yield(%) | NA | 2.45 | 2.60 | 2.83 | 2.83 | NA | NA | 0.00 | NA | 1.02 | 2.18 | 1.94 | 3.68 | 1.34 | 6.19 | 2.46 | 2.45 | 2.24 | 2.58 | 3.65 | 2.93 | 3.07 | 4.77 | 3.03 | 4.20 | 5.30 | 3.77 | 3.60 | 4.31 | 4.03 | 5.25 | 2.80 | 5.35 |
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 |
|---|---|---|---|---|
| Psych Care Assoc PC 401 Plan Tactical Asset Allocation Moderate |
1.44%
Mar 2017 - Mar 2020 |
1.70%
Mar 2015 - Mar 2020 |
4.97%
Oct 2013 - Oct 2023 |
6.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Psych Care Assoc PC 401 Plan Tactical Asset Allocation Moderate |
19.84%
Apr 2003 - Apr 2006 |
17.52%
Oct 2002 - Oct 2007 |
14.12%
Apr 2003 - Apr 2013 |
11.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart