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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.52% | 2.49% | 4.86% | 5.01% | 6.26% | 6.39% | 6.96% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.90 | 18.52 | 2.49 | 4.86 | 5.01 | 6.26 | 6.39 | 6.96 | NA | 4.93 | 12.86 | -11.59 | 2.13 | 10.98 | 17.61 | -6.30 | 15.38 | 6.89 | -0.82 | 1.79 | 12.44 | 12.17 | -0.94 | 12.82 | 32.70 | -22.35 | 10.46 | 10.94 | 9.28 | 10.96 | 19.92 | 1.16 | 6.45 |
| Sharpe Ratio | NA | 0.14 | -0.17 | 0.10 | 0.33 | NA | NA | 0.59 | 0.14 | -0.19 | 1.13 | -1.17 | 0.22 | 0.56 | 2.29 | -0.75 | 3.15 | 0.83 | -0.10 | 0.26 | 1.95 | 2.25 | -0.09 | 1.53 | 2.70 | -1.60 | 0.98 | 1.29 | 1.41 | 1.77 | 3.75 | 0.01 | 0.61 |
| Standard Deviation(%) | NA | 8.93 | 9.34 | 12.07 | 10.19 | NA | NA | 9.03 | 11.76 | 8.90 | 7.63 | 11.06 | 9.52 | 19.35 | 7.08 | 10.18 | 4.68 | 8.08 | 8.48 | 6.95 | 6.35 | 5.38 | 10.45 | 8.30 | 12.06 | 14.57 | 7.62 | 5.95 | 5.05 | 5.66 | 5.13 | 5.89 | 6.81 |
| Draw Down(%) | NA | 5.66 | 17.61 | 25.86 | 25.86 | NA | NA | 31.94 | 0.31 | 5.66 | 8.37 | 17.89 | 5.87 | 25.86 | 3.56 | 13.56 | 1.47 | 7.54 | 9.46 | 5.68 | 6.01 | 4.73 | 12.16 | 7.59 | 12.95 | 31.17 | 6.30 | 7.44 | 4.14 | 6.72 | 4.22 | 11.07 | 9.33 |
| Yield(%) | NA | 2.28 | 2.98 | 3.65 | 3.16 | NA | NA | 4.20 | NA | 0.58 | 2.49 | 2.54 | 3.32 | 3.93 | 5.58 | 4.46 | 0.26 | 1.23 | 4.11 | 3.51 | 4.28 | 3.62 | 5.09 | 4.23 | 5.86 | 7.54 | 8.20 | 5.84 | 4.70 | 3.43 | 2.68 | 3.90 | 5.31 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.78%
Feb 2006 - Feb 2009 |
1.05%
Feb 2004 - Feb 2009 |
3.82%
Oct 2013 - Oct 2023 |
4.30%
Oct 2007 - Oct 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 Strategic Asset Allocation - Equal Weight Moderate |
18.91%
Feb 2009 - Feb 2012 |
15.17%
Feb 2009 - Feb 2014 |
9.61%
Feb 2009 - Feb 2019 |
8.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart