Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | -9.69% | 5.33% | 5.29% | 4.63% | 5.48% | 6.40% | 6.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
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 | 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 (%) | 2.47 | -9.69 | 5.33 | 5.29 | 4.63 | 5.48 | 6.40 | 6.22 | 9.81 | -22.03 | 14.01 | 20.20 | 19.91 | -7.14 | 6.19 | 4.12 | -1.92 | 2.77 | 16.16 | 5.72 | -0.51 | 9.43 | 19.77 | 0.25 | 11.25 | 7.89 | 4.26 | 7.74 | 14.36 | -1.58 | 9.17 |
| Sharpe Ratio | NA | -0.11 | 0.29 | 0.34 | 0.43 | NA | NA | 0.66 | 0.71 | -1.23 | 1.37 | 1.72 | 2.47 | -1.28 | 1.82 | 1.20 | -0.49 | 0.63 | 2.57 | 1.17 | -0.06 | 0.97 | 2.69 | -0.15 | 0.92 | 0.82 | 0.37 | 1.02 | 2.39 | -0.43 | 1.50 |
| Standard Deviation(%) | NA | 16.09 | 14.22 | 12.19 | 9.13 | NA | NA | 7.94 | 11.11 | 19.08 | 10.21 | 11.57 | 7.49 | 6.59 | 3.05 | 3.26 | 3.95 | 4.37 | 6.28 | 4.83 | 9.63 | 9.61 | 7.32 | 4.61 | 8.97 | 5.60 | 5.63 | 6.66 | 5.73 | 6.18 | 4.57 |
| Draw Down(%) | NA | 14.39 | 27.00 | 27.00 | 27.00 | NA | NA | 27.00 | 6.26 | 25.90 | 4.95 | 11.27 | 4.12 | 13.10 | 1.61 | 2.49 | 5.10 | 2.92 | 4.65 | 4.40 | 10.05 | 7.44 | 4.07 | 3.38 | 5.67 | 5.38 | 4.45 | 5.66 | 3.82 | 9.86 | 3.53 |
| Yield(%) | NA | 2.54 | 3.47 | 3.64 | 2.99 | NA | NA | 3.61 | 0.42 | 2.04 | 3.91 | 4.29 | 4.13 | 3.69 | 0.51 | 3.36 | 2.41 | 2.70 | 3.59 | 4.51 | 1.25 | 4.46 | 5.49 | 3.57 | 3.65 | 3.31 | 2.39 | 2.58 | 3.75 | 5.44 | 8.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.88%
Dec 2015 - Dec 2018 |
0.69%
Dec 2013 - Dec 2018 |
4.14%
Sep 2012 - Sep 2022 |
4.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
18.00%
Dec 2018 - Dec 2021 |
10.47%
May 2006 - May 2011 |
8.64%
Apr 2001 - Apr 2011 |
7.94%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart