Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REGIS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 7.58% | 5.73% | 6.96% | 6.51% | 6.99% | 5.79% | 5.69% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGIS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.64 | 7.58 | 5.73 | 6.96 | 6.51 | 6.99 | 5.79 | 5.69 | 2.80 | 16.37 | -9.12 | 7.03 | 22.53 | 14.51 | -1.19 | 12.41 | 4.75 | 0.42 | 6.11 | 14.36 | 7.94 | -0.04 | 6.94 | 18.36 | -19.70 | 6.41 | 8.62 | 5.97 | 8.14 | 12.52 | -5.36 | 4.97 |
| Sharpe Ratio | NA | 1.52 | 0.26 | 0.59 | 0.59 | NA | NA | 0.50 | 0.47 | 1.51 | -0.73 | 0.66 | 1.13 | 1.48 | -0.21 | 2.23 | 0.52 | 0.04 | 0.83 | 2.47 | 1.43 | -0.01 | 0.93 | 1.26 | -1.26 | 0.46 | 0.93 | 0.79 | 1.24 | 2.34 | -0.94 | 0.40 |
| Standard Deviation(%) | NA | 7.74 | 11.12 | 12.95 | 11.04 | NA | NA | 9.69 | 5.34 | 8.01 | 14.34 | 10.56 | 19.69 | 8.83 | 11.61 | 5.28 | 8.78 | 9.07 | 7.32 | 5.79 | 5.52 | 8.98 | 7.36 | 14.45 | 16.33 | 7.37 | 5.79 | 4.83 | 5.79 | 5.05 | 6.87 | 6.73 |
| Draw Down(%) | NA | 5.13 | 18.59 | 21.04 | 21.04 | NA | NA | 31.28 | 0.72 | 5.13 | 14.89 | 7.52 | 21.04 | 4.95 | 15.03 | 2.12 | 9.06 | 7.07 | 5.28 | 2.68 | 4.16 | 8.30 | 6.29 | 14.07 | 27.37 | 4.51 | 5.57 | 3.03 | 3.85 | 3.31 | 11.01 | 7.89 |
| Yield(%) | NA | 5.00 | 4.59 | 4.81 | 5.65 | NA | NA | 3.67 | 0.10 | 5.14 | 4.17 | 4.47 | 7.15 | 3.40 | 7.10 | 5.68 | 5.83 | 8.48 | 5.15 | 2.98 | 1.35 | 0.88 | 1.15 | 1.08 | 2.10 | 4.40 | 4.98 | 2.89 | 1.06 | 1.26 | 1.30 | 2.40 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| REGIS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.95%
Feb 2006 - Feb 2009 |
-1.00%
Feb 2004 - Feb 2009 |
3.62%
Feb 2006 - Feb 2016 |
4.13%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGIS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
14.52%
Dec 2018 - Dec 2021 |
12.24%
Oct 2016 - Oct 2021 |
8.98%
Sep 2011 - Sep 2021 |
7.78%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart