Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TUCSON MEDICAL CENTER 401K Tactical Asset Allocation Moderate | NA | 18.69% | -0.54% | 4.63% | 5.05% | 5.82% | 6.81% | 7.52% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TUCSON MEDICAL CENTER 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 (%) | -0.59 | 18.69 | -0.54 | 4.63 | 5.05 | 5.82 | 6.81 | 7.52 | NA | 1.61 | 9.53 | -13.22 | 1.20 | 20.89 | 10.35 | -1.88 | 12.22 | 5.60 | 0.54 | 1.40 | 18.06 | 2.88 | 6.57 | 5.55 | 12.82 | 3.86 | 9.37 | 14.27 | 6.95 | 13.79 | 20.67 | 1.95 | 7.60 |
| Sharpe Ratio | NA | -0.43 | -0.51 | 0.09 | 0.36 | NA | NA | 0.81 | -0.03 | -0.52 | 0.65 | -1.39 | 0.13 | 2.81 | 1.75 | -0.49 | 2.56 | 1.21 | 0.11 | 0.24 | 2.72 | 0.52 | 0.91 | 0.56 | 1.83 | 0.48 | 0.72 | 1.57 | 0.95 | 1.73 | 3.52 | 0.18 | 1.06 |
| Standard Deviation(%) | NA | 9.41 | 9.45 | 9.03 | 7.33 | NA | NA | 6.97 | 5.61 | 9.51 | 8.13 | 10.54 | 9.22 | 7.35 | 5.12 | 6.52 | 4.53 | 4.47 | 4.58 | 5.87 | 6.63 | 5.46 | 7.19 | 9.68 | 6.97 | 6.14 | 8.84 | 7.02 | 5.03 | 7.44 | 5.68 | 4.76 | 4.98 |
| Draw Down(%) | NA | 9.00 | 14.68 | 20.45 | 20.45 | NA | NA | 20.45 | 0.65 | 8.96 | 7.40 | 15.54 | 8.29 | 6.53 | 2.98 | 7.70 | 2.82 | 3.99 | 3.90 | 5.09 | 4.65 | 5.18 | 4.13 | 9.75 | 4.07 | 5.42 | 7.00 | 9.01 | 4.00 | 7.25 | 2.14 | 4.85 | 3.34 |
| Yield(%) | NA | 3.66 | 3.53 | 3.57 | 3.10 | NA | NA | 3.81 | NA | 0.71 | 3.66 | 2.63 | 3.55 | 5.81 | 2.30 | 5.10 | 0.11 | 3.28 | 1.56 | 2.89 | 3.77 | 4.80 | 2.60 | 2.79 | 3.72 | 4.57 | 6.11 | 7.25 | 3.34 | 3.04 | 2.81 | 4.52 | 6.63 |
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 |
|---|---|---|---|---|
| TUCSON MEDICAL CENTER 401K Tactical Asset Allocation Moderate |
-2.43%
Apr 2021 - Apr 2024 |
2.34%
Sep 2018 - Sep 2023 |
3.64%
Oct 2013 - Oct 2023 |
5.11%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUCSON MEDICAL CENTER 401K Tactical Asset Allocation Moderate |
16.62%
Apr 2003 - Apr 2006 |
14.17%
Oct 2002 - Oct 2007 |
10.12%
Apr 2001 - Apr 2011 |
9.14%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart