Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Lima Memorial Health System 401K Tactical Asset Allocation Moderate | NA | 20.80% | 2.59% | 8.62% | 6.51% | 7.16% | 8.61% | 9.63% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lima Memorial Health System 401K 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 (%) | 1.12 | 20.80 | 2.59 | 8.62 | 6.51 | 7.16 | 8.61 | 9.63 | NA | 6.18 | 15.36 | -19.23 | 18.75 | 17.47 | 8.43 | -4.40 | 15.51 | 10.44 | -4.75 | 4.53 | 15.04 | 4.08 | 4.01 | 12.06 | 38.79 | -15.81 | 19.56 | 17.76 | 11.46 | 12.85 | 25.66 | 10.90 | 5.49 |
| Sharpe Ratio | NA | 0.18 | -0.09 | 0.50 | 0.46 | NA | NA | 0.88 | 0.24 | -0.04 | 1.04 | -1.31 | 1.94 | 1.94 | 1.36 | -0.75 | 3.04 | 1.77 | -0.79 | 0.81 | 2.20 | 0.69 | 0.44 | 0.91 | 3.22 | -1.53 | 1.51 | 1.55 | 1.36 | 1.49 | 4.87 | 2.05 | 0.81 |
| Standard Deviation(%) | NA | 9.11 | 12.01 | 11.10 | 8.98 | NA | NA | 8.70 | 8.09 | 9.37 | 10.64 | 15.68 | 9.66 | 8.88 | 5.17 | 7.65 | 4.90 | 5.77 | 6.02 | 5.60 | 6.83 | 5.86 | 9.06 | 13.16 | 12.01 | 10.93 | 10.94 | 9.32 | 6.82 | 8.00 | 5.12 | 4.78 | 3.92 |
| Draw Down(%) | NA | 8.01 | 19.83 | 22.96 | 22.96 | NA | NA | 22.96 | 1.63 | 7.08 | 9.49 | 22.96 | 4.13 | 9.01 | 3.47 | 11.26 | 1.98 | 3.66 | 9.70 | 5.95 | 7.00 | 6.25 | 7.25 | 9.34 | 5.36 | 20.32 | 9.14 | 12.27 | 6.59 | 11.52 | 2.01 | 6.66 | 3.37 |
| Yield(%) | NA | 3.04 | 5.07 | 4.96 | 4.11 | NA | NA | 4.40 | NA | 0.31 | 3.23 | 4.35 | 7.58 | 5.93 | 4.06 | 3.00 | 3.50 | 3.83 | 2.99 | 3.27 | 3.13 | 4.15 | 3.42 | 4.41 | 5.44 | 4.05 | 7.09 | 5.82 | 2.82 | 4.97 | 3.32 | 5.27 | 5.25 |
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 |
|---|---|---|---|---|
| Lima Memorial Health System 401K Tactical Asset Allocation Moderate |
-0.36%
Dec 2021 - Dec 2024 |
3.15%
Dec 2017 - Dec 2022 |
4.47%
Oct 2013 - Oct 2023 |
5.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lima Memorial Health System 401K Tactical Asset Allocation Moderate |
20.85%
Oct 2004 - Oct 2007 |
18.83%
Oct 2002 - Oct 2007 |
13.63%
Apr 2001 - Apr 2011 |
11.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart