Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pro Pharma Group 401K Tactical Asset Allocation Moderate | NA | 22.71% | 3.82% | 8.36% | 5.74% | 7.26% | 8.68% | 8.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pro Pharma Group 401K Tactical Asset Allocation 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 (%) | -1.01 | 22.71 | 3.82 | 8.36 | 5.74 | 7.26 | 8.68 | 8.92 | NA | 7.85 | 13.06 | -12.72 | 16.99 | 17.44 | 13.39 | -6.44 | 8.37 | 4.21 | -3.00 | 5.14 | 9.40 | 12.77 | 3.48 | 16.10 | 29.62 | -6.11 | 16.73 | 17.57 | 10.11 | 12.37 | 23.65 | 0.60 | 3.21 |
| Sharpe Ratio | NA | 0.22 | -0.11 | 0.44 | 0.37 | NA | NA | 0.81 | -0.04 | 0.14 | 0.92 | -0.69 | 1.75 | 1.99 | 2.40 | -1.06 | 1.67 | 0.59 | -0.43 | 0.94 | 1.34 | 2.32 | 0.38 | 1.31 | 2.66 | -0.89 | 1.22 | 1.72 | 1.20 | 1.44 | 4.30 | -0.10 | 0.15 |
| Standard Deviation(%) | NA | 8.94 | 14.06 | 12.36 | 9.79 | NA | NA | 8.84 | 7.45 | 9.02 | 9.54 | 20.56 | 9.71 | 8.65 | 5.00 | 7.28 | 4.64 | 6.79 | 7.07 | 5.47 | 7.02 | 5.48 | 9.03 | 12.17 | 11.10 | 7.88 | 11.23 | 8.29 | 6.60 | 7.93 | 5.34 | 5.24 | 6.01 |
| Draw Down(%) | NA | 6.10 | 19.19 | 20.52 | 20.52 | NA | NA | 20.52 | 0.70 | 6.10 | 7.75 | 20.52 | 3.86 | 9.99 | 2.62 | 13.00 | 2.67 | 6.37 | 8.54 | 4.90 | 8.38 | 4.85 | 7.78 | 8.06 | 4.86 | 12.98 | 8.85 | 11.19 | 6.35 | 11.20 | 3.01 | 6.31 | 7.13 |
| Yield(%) | NA | 4.92 | 4.68 | 4.62 | 3.67 | NA | NA | 4.02 | NA | 1.04 | 4.91 | 2.82 | 5.43 | 4.68 | 5.14 | 2.55 | 0.40 | 4.12 | 3.16 | 3.64 | 3.40 | 8.39 | 3.51 | 4.07 | 4.52 | 3.96 | 7.27 | 4.47 | 5.33 | 4.52 | 2.96 | 0.50 | 1.76 |
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 |
|---|---|---|---|---|
| Pro Pharma Group 401K Tactical Asset Allocation Moderate |
1.43%
Jun 2014 - Jun 2017 |
1.50%
Dec 2013 - Dec 2018 |
4.25%
Oct 2013 - Oct 2023 |
6.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pro Pharma Group 401K Tactical Asset Allocation Moderate |
19.16%
Oct 2004 - Oct 2007 |
16.86%
Oct 2002 - Oct 2007 |
13.55%
Apr 2003 - Apr 2013 |
10.60%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart