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 - Optimal Moderate | NA | 19.47% | 4.95% | 8.20% | 6.31% | 7.66% | 6.56% | 7.15% |
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 - Optimal 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 (%) | 0.63 | 19.47 | 4.95 | 8.20 | 6.31 | 7.66 | 6.56 | 7.15 | NA | 11.22 | 10.94 | -12.13 | 11.53 | 16.43 | 21.48 | -5.35 | 5.01 | 6.09 | -0.83 | 2.00 | 20.94 | 13.14 | -1.01 | 14.80 | 22.50 | -26.01 | 7.83 | 13.08 | 6.79 | 15.09 | 25.96 | -6.52 | 4.27 |
| Sharpe Ratio | NA | 0.31 | 0.07 | 0.37 | 0.37 | NA | NA | 0.47 | 0.33 | 0.57 | 0.80 | -0.59 | 1.13 | 0.80 | 2.84 | -0.71 | 0.72 | 0.79 | -0.10 | 0.28 | 3.06 | 1.78 | -0.07 | 1.17 | 1.31 | -1.35 | 0.55 | 1.23 | 0.66 | 1.58 | 2.78 | -0.68 | 0.22 |
| Standard Deviation(%) | NA | 7.72 | 14.76 | 15.21 | 12.13 | NA | NA | 11.58 | 6.87 | 8.07 | 8.38 | 22.94 | 10.16 | 20.12 | 7.06 | 9.41 | 6.11 | 7.50 | 8.63 | 6.97 | 6.84 | 7.37 | 13.99 | 12.55 | 17.07 | 19.99 | 8.79 | 8.00 | 6.96 | 8.95 | 9.08 | 11.20 | 9.03 |
| Draw Down(%) | NA | 4.69 | 21.55 | 25.47 | 25.47 | NA | NA | 39.85 | 1.91 | 4.69 | 8.04 | 24.66 | 5.88 | 24.58 | 3.00 | 12.02 | 4.80 | 6.85 | 7.36 | 6.19 | 4.58 | 5.53 | 14.40 | 10.60 | 18.07 | 34.07 | 6.17 | 7.75 | 5.82 | 7.29 | 8.94 | 19.02 | 13.50 |
| Yield(%) | NA | 3.50 | 6.57 | 5.24 | 4.43 | NA | NA | 4.14 | NA | 0.54 | 3.82 | 6.30 | 9.66 | 3.59 | 1.91 | 3.06 | 1.47 | 3.85 | 6.83 | 3.21 | 3.68 | 3.75 | 3.30 | 3.37 | 2.37 | 2.59 | 3.12 | 4.47 | 3.47 | 5.09 | 3.82 | 4.17 | 7.66 |
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 - Optimal Moderate |
-8.43%
Feb 2006 - Feb 2009 |
-1.20%
Feb 2004 - Feb 2009 |
4.43%
Oct 2013 - Oct 2023 |
4.37%
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 - Optimal Moderate |
19.55%
Mar 2003 - Mar 2006 |
16.68%
Feb 2009 - Feb 2014 |
9.53%
Feb 2009 - Feb 2019 |
9.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart