Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | NA | 31.99% | 12.16% | 10.41% | 6.71% | 7.96% | 6.84% | 6.44% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | YTD | 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 (%) | -0.66 | 31.99 | 12.16 | 10.41 | 6.71 | 7.96 | 6.84 | 6.44 | NA | 17.69 | 20.88 | -1.24 | 3.52 | 14.11 | 9.73 | -4.85 | 4.94 | 3.53 | -1.31 | 6.69 | 18.13 | 10.40 | 1.88 | 12.87 | 19.38 | -22.21 | 6.07 | 10.92 | 7.99 | 11.32 | 21.28 | -14.67 | 2.34 |
| Sharpe Ratio | NA | 1.80 | 1.01 | 0.73 | 0.49 | NA | NA | 0.45 | 0.12 | 1.61 | 2.14 | -0.30 | 0.36 | 0.73 | 0.92 | -0.64 | 0.95 | 0.39 | -0.17 | 1.06 | 2.95 | 1.44 | 0.13 | 1.21 | 1.49 | -1.29 | 0.38 | 1.20 | 0.98 | 1.58 | 1.82 | -1.02 | 0.00 |
| Standard Deviation(%) | NA | 6.78 | 7.88 | 11.37 | 9.87 | NA | NA | 10.68 | 4.99 | 6.88 | 7.77 | 8.86 | 9.71 | 19.11 | 9.02 | 9.63 | 4.55 | 8.46 | 7.97 | 6.30 | 6.14 | 7.17 | 14.43 | 10.54 | 12.97 | 17.94 | 8.18 | 6.39 | 5.93 | 6.57 | 11.33 | 15.53 | 16.44 |
| Draw Down(%) | NA | 5.81 | 9.64 | 22.11 | 25.08 | NA | NA | 30.84 | 0.22 | 5.81 | 4.86 | 9.64 | 5.58 | 22.11 | 6.57 | 12.75 | 4.07 | 7.67 | 7.54 | 4.47 | 3.27 | 5.42 | 13.21 | 8.00 | 10.70 | 29.34 | 5.48 | 7.81 | 3.76 | 4.88 | 8.19 | 23.73 | 19.10 |
| Yield(%) | NA | 17.25 | 11.37 | 10.07 | 6.55 | NA | NA | 4.54 | NA | 4.42 | 16.52 | 9.80 | 3.01 | 12.61 | 2.90 | 4.96 | 0.74 | 1.61 | 5.27 | 2.86 | 4.71 | 2.75 | 1.52 | 1.16 | 1.24 | 2.35 | 7.60 | 6.40 | 2.77 | 2.94 | 1.44 | 1.47 | 3.40 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
-5.82%
Feb 2006 - Feb 2009 |
-1.23%
Mar 2015 - Mar 2020 |
3.90%
Mar 2010 - Mar 2020 |
4.07%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
16.30%
Mar 2003 - Mar 2006 |
14.04%
Feb 2009 - Feb 2014 |
8.24%
Feb 2009 - Feb 2019 |
8.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart