Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 16.16% | 2.86% | 6.75% | 4.29% | 5.66% | 6.29% | 7.35% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.92 | 16.16 | 2.86 | 6.75 | 4.29 | 5.66 | 6.29 | 7.35 | NA | 5.91 | 8.36 | -11.49 | 15.32 | 10.18 | 9.47 | -4.94 | 2.79 | 10.78 | -4.97 | -1.87 | 18.70 | 10.40 | 5.43 | 8.71 | 15.59 | -1.40 | 9.79 | 13.55 | 3.14 | 10.93 | 19.12 | 13.16 | 3.64 |
| Sharpe Ratio | NA | -0.14 | -0.27 | 0.42 | 0.30 | NA | NA | 0.76 | 0.10 | -0.08 | 0.52 | -1.38 | 1.68 | 1.02 | 1.93 | -0.95 | 0.35 | 2.28 | -0.91 | -0.32 | 2.62 | 2.27 | 0.67 | 0.84 | 1.70 | -0.37 | 0.81 | 1.63 | 0.17 | 1.13 | 2.70 | 2.05 | 0.22 |
| Standard Deviation(%) | NA | 8.69 | 8.62 | 8.90 | 7.49 | NA | NA | 7.34 | 8.67 | 8.55 | 7.95 | 9.35 | 9.12 | 9.71 | 4.18 | 6.55 | 6.22 | 4.64 | 5.51 | 5.87 | 7.14 | 4.56 | 8.01 | 10.23 | 9.11 | 6.22 | 8.39 | 6.30 | 5.82 | 8.85 | 6.81 | 5.88 | 6.00 |
| Draw Down(%) | NA | 5.82 | 13.99 | 15.89 | 15.89 | NA | NA | 15.89 | 3.56 | 5.82 | 7.94 | 12.38 | 5.20 | 12.97 | 2.76 | 9.63 | 5.61 | 3.42 | 7.23 | 6.89 | 5.22 | 3.28 | 4.63 | 10.02 | 4.67 | 8.54 | 6.27 | 6.07 | 3.77 | 7.25 | 5.00 | 3.54 | 5.48 |
| Yield(%) | NA | 3.76 | 5.08 | 4.80 | 3.92 | NA | NA | 4.52 | NA | 0.63 | 4.00 | 3.63 | 8.40 | 3.72 | 4.73 | 2.59 | 1.36 | 3.52 | 3.95 | 3.83 | 3.81 | 4.69 | 4.11 | 6.05 | 5.22 | 5.01 | 3.04 | 4.49 | 5.81 | 4.95 | 4.49 | 7.24 | 4.68 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.87%
May 2017 - May 2020 |
0.19%
Dec 2013 - Dec 2018 |
2.25%
Oct 2013 - Oct 2023 |
4.94%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
14.35%
Dec 2001 - Dec 2004 |
12.58%
Feb 2009 - Feb 2014 |
10.08%
Apr 2001 - Apr 2011 |
8.57%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison Chart