Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nobel Learning Communities Inc 401k Plan Tactical Asset Allocation Moderate | NA | 18.41% | 2.47% | 6.09% | 4.71% | 6.14% | 7.18% | 6.61% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nobel Learning Communities Inc 401k 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 (%) | 1.27 | 18.41 | 2.47 | 6.09 | 4.71 | 6.14 | 7.18 | 6.61 | NA | 9.43 | 15.51 | -17.79 | 5.04 | 16.25 | 8.14 | -1.01 | 13.17 | 4.96 | -5.47 | 2.55 | 18.32 | 6.37 | 3.78 | 13.59 | 18.39 | 2.82 | 10.42 | 11.69 | 8.20 | 10.05 | 12.56 | -8.34 | -1.63 |
| Sharpe Ratio | NA | 0.34 | 0.05 | 0.39 | 0.35 | NA | NA | 0.66 | 0.24 | 0.34 | 1.37 | -1.36 | 0.55 | 1.80 | 1.66 | -0.31 | 2.82 | 1.01 | -1.00 | 0.41 | 2.50 | 1.12 | 0.45 | 1.32 | 2.33 | 0.31 | 0.81 | 1.11 | 0.99 | 1.11 | 2.06 | -1.56 | -1.05 |
| Standard Deviation(%) | NA | 8.48 | 10.44 | 9.96 | 8.08 | NA | NA | 7.55 | 8.90 | 8.30 | 8.23 | 14.08 | 9.06 | 8.92 | 4.04 | 7.44 | 4.45 | 4.68 | 5.47 | 6.22 | 7.32 | 5.62 | 8.26 | 10.21 | 7.84 | 6.07 | 9.18 | 7.57 | 6.06 | 8.21 | 5.76 | 6.06 | 3.77 |
| Draw Down(%) | NA | 5.41 | 18.09 | 24.78 | 24.78 | NA | NA | 24.78 | 2.02 | 4.77 | 8.08 | 23.26 | 5.57 | 10.70 | 3.05 | 6.76 | 1.89 | 4.00 | 8.62 | 5.29 | 5.40 | 4.89 | 6.05 | 8.46 | 4.58 | 5.42 | 6.78 | 8.60 | 4.05 | 7.72 | 5.36 | 10.62 | 3.89 |
| Yield(%) | NA | 3.74 | 3.31 | 3.96 | 3.63 | NA | NA | 3.35 | NA | 0.63 | 3.76 | 3.09 | 2.65 | 6.57 | 3.65 | 3.09 | 5.19 | 3.18 | 1.92 | 2.85 | 4.40 | 4.76 | 2.75 | 3.54 | 4.64 | 4.44 | 3.69 | 4.88 | 4.18 | 1.71 | 0.63 | 0.06 | 0.69 |
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 |
|---|---|---|---|---|
| Nobel Learning Communities Inc 401k Plan Tactical Asset Allocation Moderate |
-1.06%
Sep 2019 - Sep 2022 |
0.85%
Sep 2017 - Sep 2022 |
2.79%
Oct 2013 - Oct 2023 |
5.03%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nobel Learning Communities Inc 401k Plan Tactical Asset Allocation Moderate |
14.19%
May 2008 - May 2011 |
12.85%
Oct 2008 - Oct 2013 |
10.72%
Aug 2004 - Aug 2014 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart