Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATOS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 18.08% | 0.91% | 7.16% | 6.56% | 7.13% | 6.40% | 6.42% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATOS 401(k) 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 (%) | -1.21 | 18.08 | 0.91 | 7.16 | 6.56 | 7.13 | 6.40 | 6.42 | NA | 4.69 | 12.61 | -13.73 | 1.58 | 28.19 | 21.98 | -5.78 | 18.84 | 5.49 | -2.37 | 1.39 | 10.36 | 11.00 | 0.69 | 13.53 | 25.75 | -22.92 | 10.24 | 9.06 | 5.16 | 7.92 | 15.73 | -3.33 | 4.03 |
| Sharpe Ratio | NA | -0.03 | -0.26 | 0.26 | 0.45 | NA | NA | 0.52 | 0.07 | -0.20 | 0.93 | -1.03 | 0.15 | 1.62 | 2.63 | -0.68 | 3.58 | 0.57 | -0.28 | 0.20 | 1.73 | 2.16 | 0.08 | 1.61 | 2.41 | -1.62 | 0.89 | 0.96 | 0.68 | 1.48 | 2.92 | -0.57 | 0.18 |
| Standard Deviation(%) | NA | 9.48 | 11.36 | 12.65 | 10.74 | NA | NA | 9.28 | 7.76 | 9.55 | 8.98 | 14.69 | 10.72 | 17.21 | 7.82 | 10.43 | 5.09 | 9.20 | 8.58 | 6.90 | 5.95 | 5.06 | 8.60 | 8.34 | 10.64 | 14.70 | 8.15 | 6.06 | 4.41 | 4.71 | 5.16 | 7.83 | 9.77 |
| Draw Down(%) | NA | 5.36 | 19.99 | 23.83 | 23.83 | NA | NA | 31.97 | 0.66 | 5.36 | 9.31 | 20.26 | 8.85 | 18.61 | 4.42 | 13.65 | 2.25 | 7.87 | 11.36 | 6.17 | 5.80 | 4.29 | 8.49 | 6.82 | 11.04 | 28.34 | 5.90 | 7.94 | 3.34 | 5.61 | 4.68 | 11.23 | 10.28 |
| Yield(%) | NA | 3.52 | 4.58 | 3.85 | 3.19 | NA | NA | 3.45 | NA | 0.59 | 3.74 | 3.20 | 5.93 | 3.24 | 3.74 | 3.15 | 0.35 | 1.79 | 3.50 | 2.90 | 2.35 | 3.13 | 3.56 | 3.05 | 2.88 | 4.25 | 4.90 | 5.17 | 3.71 | 3.21 | 3.04 | 2.86 | 5.01 |
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 |
|---|---|---|---|---|
| ATOS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.49%
Feb 2006 - Feb 2009 |
-0.83%
Feb 2004 - Feb 2009 |
4.18%
Feb 2006 - Feb 2016 |
4.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATOS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
17.45%
Feb 2009 - Feb 2012 |
14.19%
Feb 2016 - Feb 2021 |
9.05%
Feb 2009 - Feb 2019 |
8.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart