Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN Strategic Asset Allocation - Optimal Moderate | 6.96% | NA | 22.17% | 1.38% | 6.12% | 5.47% | 7.00% | 6.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.02 | 22.17 | 1.38 | 6.12 | 5.47 | 7.00 | 6.07 | 6.96 | NA | 7.96 | 11.38 | -15.67 | 9.29 | 16.34 | 18.96 | -5.74 | 9.06 | 4.29 | 0.11 | 6.55 | 13.75 | 12.73 | 0.69 | 12.21 | 26.38 | -27.87 | 9.26 | 10.51 | 8.38 | 11.96 | 24.52 | 1.11 | 7.10 |
| Sharpe Ratio | NA | 0.27 | -0.26 | 0.22 | 0.27 | NA | NA | 0.43 | 0.02 | 0.15 | 0.88 | -1.18 | 1.06 | 0.84 | 2.75 | -0.28 | 1.71 | 0.49 | 0.01 | 0.98 | 1.92 | 1.74 | 0.05 | 0.95 | 1.31 | -1.18 | 0.65 | 1.01 | 0.98 | 1.43 | 3.34 | 0.00 | 0.62 |
| Standard Deviation(%) | NA | 8.76 | 10.82 | 12.64 | 12.79 | NA | NA | 12.23 | 6.46 | 8.83 | 8.13 | 14.39 | 8.77 | 19.20 | 6.39 | 25.20 | 4.94 | 8.28 | 8.53 | 6.69 | 7.14 | 7.27 | 14.20 | 12.79 | 20.03 | 24.43 | 9.61 | 7.16 | 6.35 | 7.68 | 7.13 | 9.15 | 7.76 |
| Draw Down(%) | NA | 5.97 | 20.90 | 23.37 | 23.37 | NA | NA | 42.56 | 0.62 | 5.97 | 6.92 | 22.24 | 5.10 | 22.95 | 2.56 | 17.50 | 3.08 | 7.85 | 8.71 | 4.49 | 6.68 | 5.37 | 12.56 | 9.90 | 18.76 | 39.63 | 6.29 | 7.53 | 4.46 | 7.43 | 5.38 | 12.94 | 9.17 |
| Yield(%) | NA | 4.59 | 5.01 | 4.39 | 3.93 | NA | NA | 3.80 | NA | 0.75 | 4.26 | 4.88 | 4.88 | 3.75 | 3.29 | 5.23 | 0.34 | 4.71 | 3.57 | 3.59 | 3.45 | 3.34 | 2.56 | 2.17 | 2.33 | 3.25 | 7.12 | 4.83 | 5.70 | 2.94 | 3.30 | 3.42 | 3.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN Strategic Asset Allocation - Optimal Moderate |
-9.65%
Feb 2006 - Feb 2009 |
-2.26%
Feb 2004 - Feb 2009 |
4.18%
Oct 2013 - Oct 2023 |
3.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN Strategic Asset Allocation - Optimal Moderate |
20.24%
Feb 2009 - Feb 2012 |
16.81%
Feb 2009 - Feb 2014 |
9.91%
Feb 2009 - Feb 2019 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart