Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Galen Health Institutes 401k Plan Tactical Asset Allocation Moderate | NA | 8.53% | 6.91% | 4.88% | 3.30% | 5.67% | 6.05% | 6.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Galen Health Institutes 401k Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
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 | 2024 | 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 (%) | 0.10 | 8.53 | 6.91 | 4.88 | 3.30 | 5.67 | 6.05 | 6.21 | 1.38 | 21.34 | -8.29 | 7.87 | 11.52 | 6.98 | -2.83 | 6.21 | 1.62 | -1.67 | 0.78 | 16.22 | 10.30 | 2.24 | 9.74 | 16.12 | -1.69 | 7.98 | 11.51 | 5.46 | 10.80 | 14.18 | -0.89 | 6.81 |
| Sharpe Ratio | NA | 1.83 | 0.62 | 0.76 | 0.50 | NA | NA | 0.83 | 0.18 | 2.27 | -1.07 | 0.98 | 1.23 | 1.38 | -0.61 | 1.21 | 0.28 | -0.36 | 0.12 | 2.49 | 1.61 | 0.32 | 0.89 | 2.60 | -0.59 | 0.67 | 1.38 | 0.61 | 1.72 | 2.63 | -0.43 | 1.23 |
| Standard Deviation(%) | NA | 7.37 | 8.11 | 7.82 | 6.75 | NA | NA | 6.52 | 6.02 | 7.53 | 9.03 | 7.97 | 9.21 | 4.05 | 6.78 | 4.61 | 5.11 | 4.72 | 6.21 | 6.50 | 6.36 | 6.93 | 10.87 | 6.18 | 4.41 | 7.45 | 5.98 | 5.39 | 5.74 | 5.13 | 4.60 | 3.65 |
| Draw Down(%) | NA | 4.13 | 12.42 | 12.42 | 12.42 | NA | NA | 12.42 | 1.09 | 4.13 | 12.42 | 4.81 | 10.73 | 2.60 | 8.00 | 2.81 | 3.37 | 5.11 | 5.24 | 4.26 | 5.73 | 5.73 | 9.40 | 3.16 | 6.63 | 6.49 | 7.72 | 4.00 | 5.21 | 3.13 | 6.29 | 2.69 |
| Yield(%) | NA | 16.46 | 11.37 | 10.27 | 6.79 | NA | NA | 5.25 | 0.89 | 16.90 | 7.99 | 8.64 | 12.95 | 4.34 | 3.07 | 0.29 | 2.81 | 6.08 | 4.37 | 2.89 | 4.03 | 1.92 | 3.63 | 4.74 | 3.43 | 4.74 | 5.32 | 3.61 | 3.03 | 2.89 | 5.34 | 6.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Galen Health Institutes 401k Plan Tactical Asset Allocation Moderate |
0.23%
Dec 2013 - Dec 2016 |
0.54%
Mar 2015 - Mar 2020 |
3.30%
Oct 2013 - Oct 2023 |
4.71%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Galen Health Institutes 401k Plan Tactical Asset Allocation Moderate |
11.57%
Mar 2003 - Mar 2006 |
11.11%
Feb 2009 - Feb 2014 |
9.08%
Sep 2003 - Sep 2013 |
7.46%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart