Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 18.09% | 1.40% | 5.84% | 5.09% | 6.76% | 8.03% | 8.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN 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 (%) | -1.17 | 18.09 | 1.40 | 5.84 | 5.09 | 6.76 | 8.03 | 8.53 | NA | 4.53 | 14.35 | -13.84 | 6.49 | 16.18 | 8.30 | -3.22 | 18.28 | 10.62 | -7.23 | 1.76 | 14.10 | 12.87 | 1.36 | 15.04 | 28.23 | -0.59 | 13.89 | 12.24 | 7.23 | 10.20 | 15.82 | 7.61 | 7.79 |
| Sharpe Ratio | NA | -0.10 | -0.28 | 0.28 | 0.45 | NA | NA | 0.86 | 0.05 | -0.22 | 1.21 | -1.60 | 0.65 | 1.79 | 1.43 | -0.64 | 3.63 | 2.05 | -1.25 | 0.26 | 1.93 | 2.37 | 0.18 | 1.49 | 2.79 | -0.24 | 0.80 | 0.87 | 0.88 | 1.14 | 2.87 | 1.17 | 1.04 |
| Standard Deviation(%) | NA | 9.23 | 9.09 | 9.25 | 7.65 | NA | NA | 7.87 | 9.68 | 9.23 | 8.37 | 9.53 | 9.98 | 8.93 | 4.83 | 7.13 | 4.87 | 5.09 | 5.81 | 6.70 | 7.28 | 5.42 | 7.37 | 10.00 | 10.10 | 6.27 | 13.64 | 10.37 | 5.79 | 8.12 | 5.27 | 5.55 | 5.24 |
| Draw Down(%) | NA | 6.14 | 13.98 | 16.05 | 16.05 | NA | NA | 16.05 | 0.90 | 6.14 | 8.44 | 14.30 | 6.32 | 9.01 | 3.68 | 9.72 | 2.08 | 3.62 | 8.98 | 6.97 | 6.12 | 4.30 | 6.86 | 7.48 | 4.58 | 8.16 | 10.11 | 14.26 | 3.44 | 6.25 | 2.60 | 2.26 | 4.36 |
| Yield(%) | NA | 4.50 | 4.00 | 3.96 | 3.85 | NA | NA | 4.26 | NA | 0.85 | 4.31 | 2.05 | 6.31 | 2.76 | 4.24 | 4.83 | 3.54 | 4.40 | 2.49 | 3.82 | 3.54 | 5.18 | 3.04 | 3.88 | 4.70 | 4.04 | 5.44 | 4.43 | 3.87 | 2.38 | 3.68 | 7.81 | 6.42 |
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 |
|---|---|---|---|---|
| HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN Tactical Asset Allocation Moderate |
0.81%
Apr 2021 - Apr 2024 |
2.24%
Dec 2017 - Dec 2022 |
3.94%
Oct 2013 - Oct 2023 |
6.23%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN Tactical Asset Allocation Moderate |
16.85%
Oct 2008 - Oct 2011 |
14.95%
Oct 2008 - Oct 2013 |
12.08%
Apr 2001 - Apr 2011 |
10.26%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart