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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.57% | 4.85% | 9.12% | 6.77% | 7.40% | 6.63% | 7.30% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | 0.70 | 17.57 | 4.85 | 9.12 | 6.77 | 7.40 | 6.63 | 7.30 | NA | 6.05 | 10.62 | -10.21 | 11.63 | 20.95 | 22.91 | -3.64 | 8.54 | 1.94 | -2.02 | 0.52 | 15.61 | 9.39 | 2.91 | 12.35 | 21.79 | -21.68 | 9.22 | 11.00 | 6.98 | 11.21 | 21.87 | -3.06 | 8.88 |
| Sharpe Ratio | NA | -0.27 | 0.03 | 0.40 | 0.40 | NA | NA | 0.56 | 0.27 | -0.06 | 0.78 | -0.63 | 0.99 | 1.01 | 3.05 | -0.53 | 1.49 | 0.24 | -0.24 | 0.07 | 2.93 | 2.05 | 0.36 | 1.53 | 1.63 | -1.35 | 0.92 | 1.30 | 0.89 | 1.51 | 3.19 | -0.48 | 0.84 |
| Standard Deviation(%) | NA | 8.68 | 12.49 | 14.31 | 11.51 | NA | NA | 9.88 | 7.25 | 8.90 | 8.15 | 18.27 | 11.69 | 20.53 | 7.06 | 9.28 | 5.31 | 7.09 | 8.48 | 7.24 | 5.31 | 4.56 | 8.07 | 8.01 | 13.32 | 16.70 | 6.81 | 5.97 | 5.38 | 6.80 | 6.64 | 8.59 | 7.82 |
| Draw Down(%) | NA | 7.28 | 17.74 | 24.94 | 24.94 | NA | NA | 32.68 | 1.89 | 6.83 | 7.66 | 21.47 | 5.63 | 22.95 | 3.05 | 10.24 | 2.63 | 7.29 | 8.38 | 7.14 | 3.39 | 3.39 | 7.47 | 7.14 | 14.27 | 29.60 | 4.94 | 6.41 | 4.40 | 5.68 | 6.62 | 14.83 | 9.94 |
| Yield(%) | NA | 3.58 | 6.27 | 4.61 | 3.92 | NA | NA | 3.68 | NA | 0.65 | 3.75 | 4.12 | 10.74 | 2.35 | 1.75 | 2.28 | 1.35 | 4.15 | 5.42 | 3.03 | 3.83 | 2.93 | 2.58 | 2.88 | 1.99 | 2.26 | 4.85 | 3.68 | 2.87 | 3.66 | 3.53 | 3.96 | 6.05 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.59%
Feb 2006 - Feb 2009 |
-0.23%
Feb 2004 - Feb 2009 |
4.21%
Oct 2007 - Oct 2017 |
4.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
18.39%
Dec 2018 - Dec 2021 |
14.65%
Feb 2009 - Feb 2014 |
8.65%
Mar 2003 - Mar 2013 |
8.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart