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 - Optimal Moderate | NA | 29.72% | 4.79% | 7.86% | 6.55% | 7.44% | 7.09% | 7.22% |
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 - Optimal 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 (%) | -1.13 | 29.72 | 4.79 | 7.86 | 6.55 | 7.44 | 7.09 | 7.22 | NA | 10.93 | 0.66 | -0.04 | 5.75 | 16.08 | 19.06 | -7.99 | 12.44 | 5.78 | 2.12 | 5.05 | 11.59 | 13.78 | -3.48 | 16.05 | 27.97 | -27.21 | 8.36 | 16.71 | 10.82 | 17.34 | 24.67 | -5.61 | -1.92 |
| Sharpe Ratio | NA | -0.16 | -0.39 | 0.14 | 0.22 | NA | NA | 0.34 | -0.05 | 0.43 | -0.29 | -0.06 | 0.64 | 0.29 | 2.73 | -1.11 | 2.71 | 0.72 | 0.26 | 0.87 | 1.60 | 1.86 | -0.24 | 1.43 | 1.46 | -1.20 | 0.56 | 1.72 | 1.41 | 2.22 | 3.24 | -0.60 | -0.43 |
| Standard Deviation(%) | NA | 8.51 | 14.06 | 28.24 | 20.58 | NA | NA | 16.03 | 5.54 | 9.99 | 12.55 | 24.84 | 8.97 | 55.04 | 6.47 | 8.37 | 4.36 | 7.79 | 7.94 | 5.77 | 7.20 | 7.39 | 14.75 | 11.20 | 19.14 | 23.45 | 9.61 | 7.80 | 6.14 | 7.40 | 7.39 | 11.14 | 9.91 |
| Draw Down(%) | NA | 6.41 | 24.57 | 30.56 | 30.56 | NA | NA | 41.99 | 0.51 | 6.19 | 12.65 | 23.17 | 5.85 | 30.56 | 3.08 | 14.78 | 2.05 | 6.35 | 8.21 | 6.05 | 7.62 | 5.92 | 16.44 | 8.68 | 18.74 | 39.58 | 6.58 | 9.11 | 4.34 | 8.70 | 6.52 | 19.55 | 13.83 |
| Yield(%) | NA | 4.46 | 3.35 | 4.16 | 3.70 | NA | NA | 3.89 | NA | 0.99 | 3.57 | 2.81 | 3.58 | 4.31 | 5.16 | 2.85 | 0.46 | 3.39 | 6.53 | 3.25 | 2.69 | 4.89 | 3.49 | 2.69 | 4.20 | 3.22 | 5.46 | 6.08 | 4.33 | 4.71 | 4.28 | 2.77 | 3.84 |
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 - Optimal Moderate |
-8.74%
Feb 2006 - Feb 2009 |
-0.31%
Feb 2004 - Feb 2009 |
4.42%
Oct 2013 - Oct 2023 |
5.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pro Pharma Group 401K Strategic Asset Allocation - Optimal Moderate |
21.30%
Feb 2009 - Feb 2012 |
16.78%
Oct 2002 - Oct 2007 |
10.24%
Feb 2009 - Feb 2019 |
9.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart