Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TLC PEDIATRICS P.A. 401K PLAN Tactical Asset Allocation Moderate | NA | 6.69% | 7.29% | 7.85% | 9.16% | 12.41% | NA | 11.78% |
Data as of 08/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TLC PEDIATRICS P.A. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.99 | 6.69 | 7.29 | 7.85 | 9.16 | 12.41 | NA | 11.78 | -4.71 | 13.61 | 4.47 | 3.13 | 5.06 | 16.44 | 11.11 | 1.47 | 10.92 | 23.84 | 2.63 | 24.64 | 21.51 | 21.57 | 13.61 | 26.09 | 0.18 | 2.34 |
Sharpe Ratio | NA | -0.52 | 0.42 | 0.53 | 0.85 | NA | NA | 1.04 | -0.56 | 2.22 | 0.50 | 0.33 | 0.56 | 2.01 | 1.30 | 0.10 | 0.93 | 2.11 | 0.29 | 1.63 | 1.65 | 2.59 | 1.25 | 4.01 | -0.19 | 0.00 |
Standard Deviation(%) | NA | 9.92 | 8.41 | 8.64 | 9.91 | NA | NA | 9.41 | 10.43 | 5.84 | 8.52 | 9.30 | 8.94 | 8.18 | 8.51 | 14.63 | 11.61 | 11.23 | 5.95 | 13.27 | 11.05 | 7.49 | 10.11 | 6.34 | 4.87 | 6.60 |
Draw Down(%) | NA | 12.23 | 12.23 | 12.23 | 13.42 | NA | NA | 15.51 | 12.23 | 2.68 | 6.80 | 7.71 | 6.91 | 5.18 | 6.50 | 13.42 | 10.17 | 5.96 | 5.03 | 10.28 | 15.51 | 6.31 | 13.16 | 3.34 | 6.65 | 8.41 |
Yield(%) | NA | 7.48 | 5.46 | 6.56 | 5.59 | NA | NA | 0.00 | 3.43 | 5.42 | 3.36 | 7.10 | 12.27 | 6.93 | 3.52 | 1.46 | 3.56 | 5.05 | 8.89 | 6.25 | 3.40 | 3.41 | 2.74 | 4.22 | 5.33 | 7.24 |
Data as of 08/31/2018, 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 |
---|---|---|---|---|
TLC PEDIATRICS P.A. 401K PLAN Tactical Asset Allocation Moderate |
3.11%
Feb 2014 - Feb 2017 |
4.97%
Oct 2013 - Oct 2018 |
8.64%
Oct 2008 - Oct 2018 |
11.45%
Oct 2003 - Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TLC PEDIATRICS P.A. 401K PLAN Tactical Asset Allocation Moderate |
27.22%
Oct 2004 - Oct 2007 |
22.11%
Feb 2003 - Feb 2008 |
15.67%
Apr 2001 - Apr 2011 |
13.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart