Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATRIA SENIOR LIVING GROUP 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.58% | 3.70% | 5.93% | 4.80% | 5.98% | 5.74% | 6.59% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRIA SENIOR LIVING GROUP 401K 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 (%) | -1.17 | 22.58 | 3.70 | 5.93 | 4.80 | 5.98 | 5.74 | 6.59 | NA | 6.99 | 11.03 | -10.96 | 11.80 | 6.13 | 16.86 | -3.90 | 6.23 | 2.47 | -0.06 | 7.96 | 12.03 | 9.01 | -0.21 | 8.65 | 19.42 | -18.65 | 5.14 | 14.46 | 9.56 | 12.33 | 20.10 | 1.23 | 9.35 |
| Sharpe Ratio | NA | 0.09 | -0.15 | 0.18 | 0.27 | NA | NA | 0.48 | 0.00 | 0.05 | 0.79 | -0.95 | 1.40 | 0.31 | 2.42 | -0.61 | 1.23 | 0.26 | -0.01 | 1.27 | 1.74 | 1.20 | -0.02 | 0.78 | 1.17 | -0.97 | 0.24 | 1.91 | 1.20 | 1.81 | 3.31 | 0.02 | 1.17 |
| Standard Deviation(%) | NA | 7.82 | 10.07 | 12.12 | 10.09 | NA | NA | 10.17 | 7.21 | 7.87 | 8.60 | 13.03 | 8.41 | 18.90 | 6.39 | 8.60 | 4.55 | 8.66 | 8.64 | 6.27 | 6.89 | 7.45 | 14.15 | 10.92 | 16.51 | 20.27 | 8.82 | 5.86 | 6.13 | 6.29 | 5.86 | 7.74 | 6.03 |
| Draw Down(%) | NA | 6.27 | 15.37 | 22.71 | 22.71 | NA | NA | 32.06 | 0.53 | 6.07 | 7.61 | 16.52 | 3.51 | 22.71 | 2.76 | 9.87 | 3.22 | 7.06 | 7.25 | 4.51 | 5.36 | 5.77 | 13.11 | 8.15 | 14.54 | 29.48 | 5.93 | 5.24 | 3.46 | 5.65 | 4.87 | 11.52 | 6.82 |
| Yield(%) | NA | 4.42 | 4.33 | 4.07 | 4.04 | NA | NA | 3.48 | NA | 0.66 | 4.67 | 3.35 | 4.58 | 1.89 | 5.82 | 5.27 | 0.44 | 2.43 | 5.45 | 6.63 | 4.85 | 2.47 | 1.45 | 1.04 | 0.99 | 2.10 | 7.66 | 6.20 | 3.61 | 3.00 | 1.95 | 1.34 | 2.25 |
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 |
|---|---|---|---|---|
| ATRIA SENIOR LIVING GROUP 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.10%
Feb 2006 - Feb 2009 |
0.81%
Mar 2015 - Mar 2020 |
3.52%
Oct 2013 - Oct 2023 |
3.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRIA SENIOR LIVING GROUP 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.36%
Mar 2003 - Mar 2006 |
13.57%
Oct 2002 - Oct 2007 |
8.07%
Mar 2003 - Mar 2013 |
7.10%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart