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Performance Comparison
Comparison Box

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