Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate | NA | 17.17% | 2.32% | 3.96% | 4.74% | 6.05% | 6.50% | 8.16% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Synfora John Hancock Retirement Plan Services Asset Allocation Composite 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 (%) | 1.03 | 17.17 | 2.32 | 3.96 | 4.74 | 6.05 | 6.50 | 8.16 | NA | 7.17 | 12.66 | -17.13 | 7.88 | 6.56 | 16.46 | -4.41 | 11.62 | 9.23 | -2.40 | 6.12 | 12.98 | 9.71 | 3.40 | 10.88 | 25.97 | -6.69 | 3.15 | 11.95 | 5.17 | 15.34 | 30.06 | 10.40 | 6.70 |
| Sharpe Ratio | NA | -0.07 | -0.07 | 0.17 | 0.30 | NA | NA | 0.72 | 0.18 | 0.07 | 0.96 | -1.83 | 0.79 | 0.65 | 2.16 | -0.60 | 2.21 | 1.33 | -0.35 | 0.87 | 1.60 | 1.19 | 0.22 | 0.98 | 2.45 | -0.80 | 0.02 | 1.15 | 0.45 | 1.67 | 3.56 | 1.38 | 0.89 |
| Standard Deviation(%) | NA | 8.45 | 8.87 | 9.35 | 8.43 | NA | NA | 8.81 | 7.57 | 8.64 | 8.74 | 10.10 | 9.91 | 9.81 | 6.96 | 9.50 | 4.97 | 6.81 | 7.03 | 7.01 | 8.07 | 8.09 | 15.38 | 11.04 | 10.57 | 9.48 | 10.20 | 7.55 | 6.73 | 8.62 | 8.24 | 6.73 | 4.94 |
| Draw Down(%) | NA | 6.37 | 12.65 | 18.10 | 18.10 | NA | NA | 18.10 | 1.97 | 5.66 | 7.18 | 18.10 | 6.52 | 16.63 | 3.58 | 11.68 | 2.38 | 5.11 | 8.94 | 5.17 | 7.01 | 7.13 | 12.92 | 9.23 | 5.24 | 12.53 | 8.68 | 8.30 | 4.74 | 7.78 | 5.31 | 3.34 | 4.13 |
| Yield(%) | NA | 4.42 | 4.55 | 5.05 | 5.41 | NA | NA | 5.09 | NA | 0.84 | 4.16 | 2.11 | 6.86 | 6.38 | 5.26 | 6.31 | 6.19 | 8.02 | 2.02 | 7.06 | 5.48 | 3.40 | 3.17 | 2.56 | 4.84 | 3.67 | 4.76 | 6.28 | 2.72 | 6.25 | 6.58 | 3.68 | 8.51 |
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 |
|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate |
-1.60%
Dec 2019 - Dec 2022 |
1.04%
Sep 2018 - Sep 2023 |
3.32%
Oct 2013 - Oct 2023 |
5.22%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate |
18.69%
Jul 2002 - Jul 2005 |
15.68%
Oct 2002 - Oct 2007 |
11.61%
Apr 2001 - Apr 2011 |
9.73%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart