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 - Optimal Moderate | NA | 20.05% | 5.26% | 7.80% | 6.49% | 8.08% | 7.30% | 6.15% |
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 - 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 (%) | 1.34 | 20.05 | 5.26 | 7.80 | 6.49 | 8.08 | 7.30 | 6.15 | NA | 8.21 | 16.15 | -14.38 | 7.34 | 15.95 | 19.54 | -6.36 | 14.15 | 5.68 | -2.37 | 6.42 | 18.85 | 10.65 | 1.43 | 18.31 | 25.28 | -25.02 | 10.56 | 11.23 | 9.74 | 10.43 | 19.73 | -18.05 | -8.62 |
| Sharpe Ratio | NA | 0.09 | 0.09 | 0.40 | 0.42 | NA | NA | 0.40 | 0.24 | 0.19 | 1.40 | -1.10 | 0.73 | 0.86 | 2.80 | -0.82 | 3.16 | 0.79 | -0.32 | 0.97 | 2.65 | 1.36 | 0.12 | 1.56 | 1.54 | -1.25 | 0.83 | 0.99 | 1.13 | 1.26 | 1.82 | -1.38 | -0.74 |
| Standard Deviation(%) | NA | 8.30 | 10.63 | 12.48 | 10.20 | NA | NA | 11.04 | 7.38 | 8.42 | 8.48 | 14.33 | 9.96 | 18.35 | 6.48 | 9.38 | 4.27 | 6.91 | 7.60 | 6.60 | 7.09 | 7.77 | 11.60 | 11.67 | 16.31 | 20.77 | 9.09 | 8.02 | 6.69 | 7.51 | 10.48 | 13.91 | 14.85 |
| Draw Down(%) | NA | 7.16 | 16.77 | 20.66 | 21.74 | NA | NA | 36.72 | 1.54 | 6.44 | 7.67 | 20.66 | 6.35 | 21.74 | 3.17 | 13.47 | 1.61 | 4.48 | 7.29 | 4.96 | 5.01 | 6.49 | 11.68 | 8.89 | 15.98 | 34.66 | 6.01 | 9.00 | 4.42 | 6.91 | 7.27 | 24.42 | 23.41 |
| Yield(%) | NA | 4.19 | 3.57 | 4.64 | 4.12 | NA | NA | 3.43 | NA | 0.91 | 4.07 | 2.49 | 3.35 | 8.72 | 3.90 | 4.32 | 3.66 | 2.98 | 3.09 | 3.90 | 4.40 | 4.37 | 2.53 | 3.02 | 2.71 | 3.49 | 4.72 | 4.18 | 3.44 | 2.42 | 0.86 | 0.24 | 1.04 |
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 - Optimal Moderate |
-6.92%
Feb 2006 - Feb 2009 |
-0.60%
Feb 2004 - Feb 2009 |
4.59%
Feb 2001 - Feb 2011 |
4.87%
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 - Optimal Moderate |
20.50%
Feb 2009 - Feb 2012 |
17.64%
Feb 2009 - Feb 2014 |
10.80%
Feb 2009 - Feb 2019 |
9.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart