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 Strategic Asset Allocation - Equal Weight Moderate | NA | -5.72% | 3.51% | 2.59% | 7.44% | 6.66% | NA | 7.33% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLC PEDIATRICS P.A. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.24 | -5.72 | 3.51 | 2.59 | 7.44 | 6.66 | NA | 7.33 | -5.86 | 17.09 | 2.22 | -0.77 | 1.79 | 7.00 | 10.99 | -2.48 | 12.96 | 37.57 | -25.07 | 15.50 | 13.46 | 11.70 | 11.22 | 26.98 | 1.71 | 3.07 |
| Sharpe Ratio | NA | -0.83 | 0.44 | 0.29 | 0.85 | NA | NA | 0.69 | -0.83 | 3.35 | 0.23 | -0.10 | 0.26 | 1.14 | 2.01 | -0.26 | 1.46 | 2.67 | -1.54 | 1.40 | 1.52 | 1.75 | 1.47 | 4.74 | 0.10 | 0.10 |
| Standard Deviation(%) | NA | 8.61 | 7.59 | 7.57 | 8.50 | NA | NA | 8.63 | 8.61 | 4.91 | 8.60 | 8.18 | 6.86 | 6.10 | 5.44 | 9.63 | 8.81 | 14.02 | 16.84 | 8.93 | 6.68 | 5.45 | 6.97 | 5.54 | 6.05 | 7.72 |
| Draw Down(%) | NA | 11.69 | 11.69 | 12.58 | 13.71 | NA | NA | 34.84 | 11.69 | 1.71 | 7.67 | 9.02 | 6.34 | 6.75 | 4.75 | 11.42 | 7.25 | 13.71 | 34.84 | 6.71 | 8.94 | 4.70 | 8.05 | 4.61 | 10.75 | 10.82 |
| Yield(%) | NA | 2.06 | 1.51 | 2.28 | 3.02 | NA | NA | 3.76 | 2.05 | 0.30 | 2.10 | 3.40 | 3.61 | 2.17 | 4.35 | 2.35 | 4.73 | 4.82 | 6.47 | 5.91 | 3.75 | 3.62 | 4.42 | 4.51 | 4.49 | 4.71 |
Data as of 10/31/2018, 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 Strategic Asset Allocation - Equal Weight Moderate |
-3.82%
Feb 2006 - Feb 2009 |
1.83%
Feb 2011 - Feb 2016 |
4.82%
Oct 2007 - Oct 2017 |
6.66%
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 Strategic Asset Allocation - Equal Weight Moderate |
19.46%
Feb 2009 - Feb 2012 |
16.99%
Oct 2002 - Oct 2007 |
10.41%
Sep 2002 - Sep 2012 |
8.73%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart