Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | -4.01% | 4.95% | 5.19% | 9.50% | 7.37% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | -4.01 | 4.95 | 5.19 | 9.50 | 7.37 | NA | … | … | -7.62 | 11.79 | 7.35 | 2.18 | 6.38 | 17.26 | 16.04 | -1.53 | 14.84 | 28.81 | -24.35 | 9.04 | 11.35 | 10.13 | 12.08 | 13.74 | 10.15 | 8.65 |
| Sharpe Ratio | NA | -0.96 | 0.35 | 0.42 | 0.82 | NA | NA | … | … | -0.96 | 2.47 | 0.79 | 0.24 | 0.92 | 2.34 | 1.92 | -0.10 | 1.23 | 1.59 | -1.09 | 0.68 | 1.14 | 1.44 | 1.68 | 3.27 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 9.37 | 7.95 | 7.93 | 10.77 | NA | NA | … | … | 9.37 | 4.53 | 8.99 | 8.83 | 6.90 | 7.35 | 8.32 | 15.81 | 11.95 | 18.11 | 23.19 | 8.88 | 7.05 | 5.52 | 6.64 | 3.99 | 4.08 | 5.43 |
| Draw Down(%) | NA | 14.61 | 14.61 | 14.61 | 18.79 | NA | NA | … | … | 14.61 | 2.13 | 8.26 | 9.02 | 5.50 | 6.37 | 6.60 | 15.87 | 9.28 | 18.79 | 35.96 | 5.43 | 7.32 | 3.98 | 5.48 | 2.88 | 2.44 | 4.10 |
| Yield(%) | NA | 2.89 | 2.17 | 3.39 | 3.65 | NA | NA | … | … | 2.87 | 0.38 | 3.21 | 6.57 | 3.97 | 3.88 | 3.96 | 3.19 | 4.17 | 3.88 | 5.64 | 5.95 | 4.49 | 2.92 | 2.93 | 4.45 | 8.14 | 8.82 |
Data as of 10/31/2018, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Mode |
-7.31%
Feb 2006 – Feb 2009 |
-0.54%
Feb 2004 – Feb 2009 |
6.26%
Jan 2006 – Jan 2016 |
7.37%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Mode |
21.06%
Feb 2009 – Feb 2012 |
17.94%
Feb 2009 – Feb 2014 |
10.09%
Nov 2008 – Nov 2018 |
8.60%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart