Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 25.69% | 2.16% | 9.12% | 8.00% | 10.45% | 9.90% | 9.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.18 | 25.69 | 2.16 | 9.12 | 8.00 | 10.45 | 9.90 | 9.92 | NA | 11.76 | 5.82 | -10.14 | 13.97 | 18.13 | 24.39 | -9.43 | 21.68 | 9.78 | -3.50 | 9.96 | 32.59 | 16.60 | 0.43 | 16.42 | -1.54 | -2.58 | 12.76 | 20.24 | 10.29 | 19.30 | 30.11 | -4.35 | -1.48 |
| Sharpe Ratio | NA | 0.48 | -0.14 | 0.28 | 0.40 | NA | NA | 0.57 | 0.05 | 0.40 | 0.14 | -0.75 | 0.86 | 0.69 | 1.71 | -0.68 | 2.70 | 0.77 | -0.27 | 0.81 | 2.86 | 1.22 | 0.02 | 0.89 | -0.09 | -0.28 | 0.63 | 1.43 | 0.91 | 1.87 | 2.90 | -0.74 | -0.77 |
| Standard Deviation(%) | NA | 12.80 | 13.39 | 17.18 | 15.11 | NA | NA | 14.22 | 7.54 | 12.97 | 11.61 | 15.41 | 16.26 | 25.90 | 13.41 | 15.82 | 7.79 | 12.36 | 13.05 | 12.24 | 11.37 | 13.56 | 23.26 | 18.25 | 18.38 | 12.39 | 15.61 | 11.85 | 8.88 | 9.81 | 10.16 | 7.38 | 4.96 |
| Draw Down(%) | NA | 9.41 | 18.00 | 29.16 | 29.16 | NA | NA | 29.16 | 0.49 | 9.41 | 11.27 | 18.02 | 9.00 | 29.16 | 8.28 | 22.16 | 3.64 | 8.61 | 12.90 | 8.21 | 5.26 | 10.98 | 19.99 | 15.35 | 24.51 | 13.99 | 11.76 | 15.14 | 6.80 | 9.27 | 4.97 | 9.72 | 7.68 |
| Yield(%) | NA | 5.56 | 6.40 | 6.18 | 5.71 | NA | NA | 0.00 | NA | 0.41 | 5.51 | 2.39 | 12.57 | 3.66 | 8.86 | 6.82 | 3.07 | 5.81 | 4.53 | 7.30 | 6.44 | 4.73 | 0.95 | 0.89 | 1.40 | 4.38 | 8.71 | 8.49 | 3.36 | 1.61 | 1.22 | 1.64 | 5.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.74%
Jun 2007 - Jun 2010 |
2.77%
Mar 2015 - Mar 2020 |
6.81%
Oct 2013 - Oct 2023 |
7.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Tactical Asset Allocation Moderate |
25.74%
Apr 2003 - Apr 2006 |
19.32%
Oct 2002 - Oct 2007 |
13.18%
Apr 2003 - Apr 2013 |
12.80%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart