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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.78% | 2.28% | 6.04% | 5.31% | 6.08% | 6.24% | 6.63% |
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 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 (%) | -1.23 | 17.78 | 2.28 | 6.04 | 5.31 | 6.08 | 6.24 | 6.63 | NA | 5.07 | 9.71 | -10.65 | 11.71 | 12.13 | 17.18 | -8.06 | 11.85 | 5.31 | 0.32 | 5.06 | 5.03 | 13.85 | -4.58 | 16.26 | 31.95 | -28.82 | 8.26 | 17.84 | 11.35 | 19.04 | 31.75 | -4.91 | -5.81 |
| Sharpe Ratio | NA | -0.08 | -0.26 | 0.15 | 0.25 | NA | NA | 0.40 | -0.01 | -0.20 | 0.72 | -0.83 | 1.31 | 0.35 | 2.71 | -1.19 | 2.55 | 0.66 | 0.04 | 0.95 | 0.75 | 1.83 | -0.33 | 1.49 | 1.58 | -1.21 | 0.44 | 1.85 | 1.42 | 2.55 | 5.43 | -0.77 | -0.82 |
| Standard Deviation(%) | NA | 7.47 | 10.36 | 17.67 | 13.40 | NA | NA | 12.50 | 5.83 | 7.54 | 7.55 | 14.45 | 8.91 | 34.01 | 5.83 | 7.86 | 4.39 | 7.72 | 7.86 | 5.32 | 6.66 | 7.55 | 13.91 | 10.85 | 20.23 | 24.64 | 11.99 | 7.89 | 6.45 | 7.10 | 5.72 | 7.77 | 9.87 |
| Draw Down(%) | NA | 5.15 | 16.17 | 22.43 | 22.43 | NA | NA | 45.28 | 0.46 | 4.97 | 7.54 | 16.79 | 5.66 | 22.43 | 2.71 | 14.05 | 2.18 | 6.60 | 8.78 | 6.02 | 9.54 | 6.96 | 15.91 | 8.96 | 19.78 | 39.54 | 9.62 | 9.74 | 4.66 | 9.27 | 4.64 | 14.96 | 16.16 |
| Yield(%) | NA | 4.87 | 3.88 | 4.21 | 3.48 | NA | NA | 3.95 | NA | 1.06 | 4.58 | 2.62 | 4.30 | 3.81 | 4.99 | 2.17 | 0.45 | 2.81 | 4.85 | 3.44 | 3.54 | 6.49 | 3.90 | 4.15 | 5.32 | 3.05 | 5.73 | 4.55 | 5.22 | 4.74 | 3.50 | 2.06 | 3.58 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-9.83%
Feb 2006 - Feb 2009 |
-0.53%
Feb 2004 - Feb 2009 |
3.78%
Oct 2007 - Oct 2017 |
3.65%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pro Pharma Group 401K Strategic Asset Allocation - Equal Weight Moderate |
23.96%
Mar 2003 - Mar 2006 |
18.97%
Oct 2002 - Oct 2007 |
10.73%
Mar 2003 - Mar 2013 |
8.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart