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 Strategic Asset Allocation - Equal Weight Moderate | NA | 16.86% | 6.35% | 8.66% | 6.44% | 7.56% | 7.11% | 6.34% |
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 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 (%) | 1.45 | 16.86 | 6.35 | 8.66 | 6.44 | 7.56 | 7.11 | 6.34 | NA | 8.11 | 14.35 | -8.95 | 5.15 | 19.16 | 18.55 | -9.87 | 14.38 | 5.50 | -2.71 | 5.34 | 16.15 | 12.44 | 2.88 | 12.85 | 22.01 | -19.82 | 10.25 | 11.58 | 8.53 | 10.00 | 23.02 | -12.30 | -10.27 |
| Sharpe Ratio | NA | 0.04 | 0.19 | 0.51 | 0.43 | NA | NA | 0.47 | 0.22 | 0.19 | 1.37 | -0.82 | 0.53 | 1.03 | 2.63 | -1.13 | 3.02 | 0.62 | -0.33 | 0.75 | 2.53 | 2.11 | 0.27 | 1.48 | 1.81 | -1.33 | 0.88 | 1.17 | 1.16 | 1.13 | 2.69 | -1.20 | -0.80 |
| Standard Deviation(%) | NA | 7.85 | 9.49 | 11.87 | 10.09 | NA | NA | 9.93 | 7.39 | 7.94 | 7.39 | 12.67 | 9.71 | 18.41 | 6.52 | 9.91 | 4.56 | 8.55 | 8.42 | 7.07 | 6.37 | 5.86 | 10.44 | 8.63 | 12.10 | 15.62 | 8.26 | 7.11 | 5.48 | 8.04 | 8.30 | 11.21 | 15.71 |
| Draw Down(%) | NA | 6.15 | 13.54 | 19.34 | 22.42 | NA | NA | 31.82 | 2.04 | 5.66 | 6.03 | 15.62 | 6.86 | 22.42 | 3.36 | 17.04 | 1.88 | 6.70 | 9.06 | 6.07 | 5.05 | 3.95 | 9.40 | 6.77 | 12.33 | 28.43 | 5.77 | 7.81 | 3.81 | 7.30 | 7.64 | 18.74 | 26.01 |
| Yield(%) | NA | 3.97 | 3.17 | 4.14 | 4.15 | NA | NA | 3.59 | NA | 0.81 | 4.25 | 2.28 | 2.24 | 7.35 | 3.91 | 2.77 | 4.64 | 3.63 | 2.93 | 7.03 | 6.76 | 4.57 | 3.04 | 3.41 | 3.34 | 2.56 | 4.94 | 3.99 | 4.08 | 2.01 | 1.18 | 0.49 | 0.22 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.16%
Feb 2006 - Feb 2009 |
0.79%
Feb 2004 - Feb 2009 |
5.00%
Feb 2001 - Feb 2011 |
5.07%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nobel Learning Communities Inc 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
17.61%
Feb 2009 - Feb 2012 |
15.57%
Feb 2009 - Feb 2014 |
9.57%
Mar 2003 - Mar 2013 |
8.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart