Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 24.87% | 3.26% | 5.97% | 5.13% | 6.96% | 8.57% | 9.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.10 | 24.87 | 3.26 | 5.97 | 5.13 | 6.96 | 8.57 | 9.36 | NA | 11.15 | 12.95 | -14.70 | 8.74 | 7.93 | 17.87 | -10.29 | 10.85 | 9.71 | -1.05 | 3.54 | 20.61 | 10.53 | 1.93 | 12.38 | 28.88 | -13.60 | 19.89 | 16.51 | 17.23 | 19.65 | 21.56 | 4.30 | 8.97 |
| Sharpe Ratio | NA | 0.46 | -0.05 | 0.17 | 0.28 | NA | NA | 0.74 | 0.05 | 0.39 | 1.05 | -1.21 | 0.75 | 0.38 | 2.28 | -0.99 | 1.72 | 1.05 | -0.11 | 0.43 | 2.52 | 1.18 | 0.13 | 1.13 | 3.55 | -1.31 | 1.44 | 1.46 | 2.28 | 2.11 | 3.12 | 0.58 | 0.94 |
| Standard Deviation(%) | NA | 11.61 | 11.26 | 13.64 | 11.56 | NA | NA | 10.30 | 14.66 | 11.58 | 8.26 | 13.32 | 11.56 | 20.31 | 7.22 | 11.72 | 5.94 | 9.05 | 10.09 | 8.22 | 8.16 | 8.88 | 14.79 | 10.85 | 8.11 | 11.13 | 11.70 | 9.06 | 6.60 | 8.87 | 6.69 | 5.54 | 7.07 |
| Draw Down(%) | NA | 8.83 | 19.96 | 28.84 | 28.84 | NA | NA | 28.84 | 1.31 | 8.83 | 7.14 | 21.72 | 6.02 | 28.84 | 3.54 | 18.48 | 3.30 | 8.75 | 10.64 | 6.45 | 5.04 | 6.96 | 13.30 | 9.90 | 3.90 | 23.40 | 9.74 | 12.59 | 5.42 | 9.50 | 6.93 | 4.63 | 5.91 |
| Yield(%) | NA | 3.79 | 6.15 | 5.43 | 5.18 | NA | NA | 0.00 | NA | 1.29 | 3.49 | 3.36 | 11.89 | 4.60 | 9.95 | 1.83 | 3.57 | 3.08 | 8.78 | 5.23 | 4.90 | 2.95 | 7.54 | 2.53 | 5.40 | 5.45 | 9.23 | 6.47 | 5.54 | 3.61 | 5.85 | 4.56 | 7.44 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.56%
Mar 2017 - Mar 2020 |
-0.23%
Sep 2017 - Sep 2022 |
3.43%
Oct 2013 - Oct 2023 |
5.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCEAN STATE VETERINARY SPECIALISTS 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
24.70%
Apr 2003 - Apr 2006 |
20.78%
Mar 2003 - Mar 2008 |
14.00%
Apr 2003 - Apr 2013 |
11.81%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart