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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.55% | 1.61% | 5.15% | 4.51% | 5.90% | 5.79% | 6.35% |
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 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 (%) | -0.76 | 19.55 | 1.61 | 5.15 | 4.51 | 5.90 | 5.79 | 6.35 | NA | 6.04 | 11.80 | -14.14 | 10.37 | 9.49 | 15.70 | -6.34 | 10.95 | 7.90 | -3.94 | 6.31 | 7.31 | 12.74 | -1.47 | 13.54 | 26.71 | -23.73 | 5.86 | 14.27 | 10.64 | 13.67 | 23.31 | -1.88 | 2.95 |
| Sharpe Ratio | NA | 0.00 | -0.34 | 0.15 | 0.28 | NA | NA | 0.48 | -0.03 | -0.08 | 0.96 | -1.31 | 1.35 | 0.50 | 2.49 | -0.96 | 2.25 | 0.90 | -0.43 | 1.05 | 1.05 | 2.10 | -0.13 | 1.40 | 1.57 | -1.22 | 0.32 | 1.78 | 1.51 | 1.93 | 4.07 | -0.43 | 0.09 |
| Standard Deviation(%) | NA | 7.10 | 9.21 | 11.45 | 9.64 | NA | NA | 9.83 | 5.49 | 7.14 | 7.90 | 11.89 | 7.65 | 18.47 | 5.73 | 8.01 | 4.59 | 8.59 | 9.13 | 5.98 | 6.96 | 6.05 | 12.01 | 9.62 | 16.99 | 20.22 | 9.07 | 6.19 | 5.63 | 6.59 | 5.55 | 6.93 | 7.44 |
| Draw Down(%) | NA | 4.45 | 19.23 | 23.51 | 23.51 | NA | NA | 37.32 | 0.48 | 4.29 | 7.48 | 19.63 | 3.59 | 23.51 | 3.06 | 11.15 | 2.27 | 6.72 | 12.54 | 4.71 | 7.29 | 5.01 | 12.43 | 7.32 | 15.79 | 35.45 | 6.02 | 6.64 | 3.98 | 9.04 | 2.82 | 12.60 | 8.53 |
| Yield(%) | NA | 3.55 | 3.33 | 3.03 | 2.81 | NA | NA | 3.48 | NA | 0.91 | 3.50 | 2.70 | 3.07 | 2.23 | 3.13 | 2.11 | 0.35 | 4.01 | 3.40 | 3.24 | 2.99 | 3.64 | 3.88 | 3.55 | 3.70 | 4.00 | 4.09 | 4.18 | 4.11 | 4.02 | 3.88 | 4.38 | 5.00 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.61%
Feb 2006 - Feb 2009 |
0.03%
Feb 2004 - Feb 2009 |
3.32%
Oct 2013 - Oct 2023 |
3.45%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Psych Care Assoc PC 401 Plan Strategic Asset Allocation - Equal Weight Moderate |
19.18%
Feb 2009 - Feb 2012 |
14.99%
Oct 2002 - Oct 2007 |
9.06%
Mar 2003 - Mar 2013 |
7.78%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart