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 - Optimal Moderate | NA | 21.20% | 2.55% | 6.55% | 5.33% | 6.52% | 6.22% | 6.74% |
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 - 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 (%) | -0.77 | 21.20 | 2.55 | 6.55 | 5.33 | 6.52 | 6.22 | 6.74 | NA | 7.57 | 14.02 | -13.82 | 10.80 | 11.80 | 17.07 | -6.96 | 11.08 | 7.49 | -2.35 | 4.35 | 9.57 | 12.85 | -1.87 | 14.59 | 29.32 | -25.31 | 7.09 | 12.44 | 10.00 | 14.07 | 25.50 | -2.72 | 2.70 |
| Sharpe Ratio | NA | 0.24 | -0.19 | 0.26 | 0.37 | NA | NA | 0.47 | 0.00 | 0.14 | 1.21 | -1.16 | 1.37 | 0.62 | 2.49 | -0.98 | 2.47 | 0.85 | -0.27 | 0.73 | 1.29 | 1.71 | -0.14 | 1.28 | 1.57 | -1.11 | 0.41 | 1.19 | 1.22 | 1.77 | 3.33 | -0.41 | 0.04 |
| Standard Deviation(%) | NA | 6.86 | 9.73 | 11.78 | 9.85 | NA | NA | 10.87 | 5.08 | 6.91 | 8.08 | 13.06 | 7.83 | 18.65 | 6.29 | 8.44 | 4.23 | 8.62 | 8.66 | 5.95 | 7.39 | 7.49 | 13.79 | 11.37 | 18.65 | 23.66 | 9.90 | 7.74 | 6.40 | 7.42 | 7.44 | 9.30 | 9.54 |
| Draw Down(%) | NA | 3.71 | 19.54 | 23.46 | 23.46 | NA | NA | 39.98 | 0.37 | 3.54 | 7.40 | 19.92 | 3.48 | 23.46 | 3.34 | 12.90 | 1.64 | 6.93 | 10.59 | 5.18 | 7.81 | 6.41 | 13.06 | 8.57 | 17.55 | 37.60 | 6.09 | 8.65 | 4.44 | 8.60 | 4.95 | 15.37 | 11.35 |
| Yield(%) | NA | 3.31 | 3.05 | 2.83 | 2.67 | NA | NA | 2.95 | NA | 0.88 | 2.87 | 2.62 | 2.96 | 2.09 | 2.97 | 2.66 | 0.26 | 3.06 | 3.22 | 3.42 | 2.64 | 3.78 | 3.18 | 2.78 | 2.85 | 3.17 | 3.40 | 3.52 | 3.01 | 2.86 | 3.07 | 2.80 | 3.69 |
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 - Optimal Moderate |
-8.69%
Feb 2006 - Feb 2009 |
-0.92%
Feb 2004 - Feb 2009 |
3.87%
Oct 2013 - Oct 2023 |
3.82%
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 Strategic Asset Allocation - Optimal Moderate |
21.18%
Feb 2009 - Feb 2012 |
15.63%
Feb 2009 - Feb 2014 |
9.56%
Feb 2009 - Feb 2019 |
8.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart