Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Asset Allocation Composite Moderate | NA | 29.62% | 14.77% | 12.89% | 9.43% | 10.14% | 9.50% | 9.94% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
| 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 (%) | 0.88 | 29.62 | 14.77 | 12.89 | 9.43 | 10.14 | 9.50 | 9.94 | NA | 20.95 | 20.82 | -1.63 | 12.48 | 8.87 | 20.01 | -3.51 | 11.26 | 7.79 | -1.99 | 7.33 | 12.87 | 14.17 | 4.63 | 16.19 | 19.63 | -0.64 | 1.79 | 12.23 | 7.06 | 16.20 | 18.27 | 3.22 | 3.44 |
| Sharpe Ratio | NA | 2.06 | 1.53 | 1.42 | 1.06 | NA | NA | 1.05 | 0.44 | 2.16 | 2.18 | -0.33 | 1.53 | 1.27 | 2.94 | -0.54 | 2.43 | 1.27 | -0.31 | 1.17 | 1.76 | 1.91 | 0.29 | 1.61 | 2.07 | -0.29 | -0.11 | 1.15 | 0.61 | 1.89 | 2.93 | 90.51 | 90.57 |
| Standard Deviation(%) | NA | 6.63 | 7.68 | 7.59 | 7.17 | NA | NA | 7.84 | 6.74 | 6.65 | 7.60 | 8.99 | 8.15 | 6.83 | 6.32 | 8.86 | 4.38 | 5.98 | 6.57 | 6.24 | 7.28 | 7.40 | 15.77 | 10.02 | 9.41 | 5.41 | 11.23 | 7.80 | 8.00 | 8.06 | 6.00 | 0.02 | 0.01 |
| Draw Down(%) | NA | 4.23 | 10.37 | 12.71 | 12.71 | NA | NA | 14.61 | 1.31 | 4.05 | 4.81 | 12.71 | 3.66 | 9.40 | 2.91 | 10.82 | 2.08 | 4.79 | 6.72 | 4.43 | 6.69 | 5.23 | 14.61 | 7.24 | 5.26 | 5.88 | 7.92 | 5.62 | 4.76 | 6.76 | 2.24 | 0.00 | 0.00 |
| Yield(%) | NA | 14.91 | 13.81 | 9.76 | 6.24 | NA | NA | 5.28 | NA | 4.44 | 14.22 | 14.05 | 7.54 | 4.57 | 3.36 | 1.94 | 3.90 | 3.28 | 1.46 | 3.31 | 3.15 | 4.56 | 3.63 | 3.39 | 3.71 | 3.43 | 6.61 | 7.41 | 7.06 | 7.41 | 2.46 | 3.22 | 3.44 |
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 |
|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Asset Allocation Composite Moderate |
2.49%
Mar 2006 - Mar 2009 |
4.01%
Dec 2013 - Dec 2018 |
6.62%
Jun 2012 - Jun 2022 |
7.36%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Asset Allocation Composite Moderate |
16.41%
Apr 2009 - Apr 2012 |
13.97%
Feb 2009 - Feb 2014 |
11.46%
Apr 2003 - Apr 2013 |
10.23%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart