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 - Optimal Moderate | NA | 21.97% | 2.40% | 5.54% | 5.37% | 6.67% | 6.52% | 7.61% |
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 - Optimal 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 (%) | -0.92 | 21.97 | 2.40 | 5.54 | 5.37 | 6.67 | 6.52 | 7.61 | NA | 9.84 | 9.27 | -12.34 | 3.17 | 13.39 | 19.64 | -4.87 | 10.85 | 8.28 | -0.63 | 2.50 | 12.71 | 12.09 | -3.32 | 17.06 | 31.95 | -24.91 | 9.93 | 9.87 | 10.48 | 15.63 | 24.51 | 2.14 | 11.03 |
| Sharpe Ratio | NA | 0.59 | -0.20 | 0.15 | 0.36 | NA | NA | 0.55 | 0.13 | 0.35 | 0.64 | -1.06 | 0.32 | 0.70 | 2.57 | -0.57 | 1.95 | 0.96 | -0.08 | 0.35 | 1.80 | 1.52 | -0.23 | 1.47 | 1.96 | -1.17 | 0.73 | 0.87 | 1.27 | 1.91 | 3.27 | 0.11 | 0.90 |
| Standard Deviation(%) | NA | 9.08 | 10.21 | 12.33 | 10.47 | NA | NA | 10.88 | 7.33 | 9.15 | 7.85 | 12.92 | 9.71 | 18.79 | 7.11 | 10.77 | 5.24 | 8.39 | 8.53 | 7.07 | 7.04 | 7.94 | 14.50 | 11.55 | 16.22 | 21.99 | 9.52 | 7.59 | 6.54 | 7.70 | 7.27 | 9.59 | 9.66 |
| Draw Down(%) | NA | 5.92 | 19.74 | 23.54 | 23.54 | NA | NA | 37.04 | 0.49 | 5.92 | 7.93 | 19.74 | 6.18 | 23.54 | 3.38 | 13.81 | 2.84 | 7.90 | 8.94 | 5.86 | 7.08 | 6.67 | 15.00 | 9.03 | 16.41 | 36.35 | 7.15 | 8.90 | 4.37 | 6.85 | 4.10 | 13.26 | 10.71 |
| Yield(%) | NA | 4.10 | 3.71 | 4.60 | 4.30 | NA | NA | 4.17 | NA | 0.56 | 4.04 | 2.91 | 3.66 | 4.85 | 7.28 | 5.41 | 0.36 | 4.35 | 5.05 | 5.33 | 5.02 | 1.81 | 4.88 | 2.06 | 2.62 | 5.97 | 7.25 | 5.35 | 3.81 | 3.23 | 3.03 | 2.86 | 4.29 |
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 - Optimal Moderate |
-7.39%
Feb 2006 - Feb 2009 |
0.10%
Feb 2004 - Feb 2009 |
3.89%
Oct 2013 - Oct 2023 |
4.29%
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 Strategic Asset Allocation - Optimal Moderate |
20.80%
Feb 2009 - Feb 2012 |
16.11%
Feb 2009 - Feb 2014 |
10.24%
Feb 2009 - Feb 2019 |
8.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart