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 Strategic Asset Allocation - Equal Weight Moderate | NA | 16.74% | 6.08% | 7.77% | 6.19% | 7.04% | 6.66% | 7.44% |
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 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 (%) | 1.31 | 16.74 | 6.08 | 7.77 | 6.19 | 7.04 | 6.66 | 7.44 | NA | 5.75 | 13.39 | -10.98 | 13.93 | 11.91 | 14.72 | -7.65 | 14.26 | 7.53 | -1.97 | 7.11 | 10.13 | 12.47 | -2.52 | 14.60 | 31.24 | -26.76 | 6.52 | 17.52 | 8.43 | 15.29 | 25.65 | -0.37 | 1.92 |
| Sharpe Ratio | NA | 0.03 | -0.01 | 0.47 | 0.43 | NA | NA | 0.55 | 0.31 | -0.11 | 1.18 | -1.05 | 1.50 | 0.71 | 2.28 | -1.13 | 3.36 | 0.85 | -0.25 | 1.25 | 1.50 | 1.73 | -0.19 | 1.31 | 1.60 | -1.21 | 0.36 | 2.01 | 1.03 | 2.26 | 4.07 | -0.20 | -0.05 |
| Standard Deviation(%) | NA | 7.33 | 9.11 | 10.97 | 9.28 | NA | NA | 10.36 | 5.39 | 7.64 | 7.73 | 11.72 | 9.29 | 16.34 | 5.85 | 7.96 | 4.05 | 8.62 | 8.13 | 5.69 | 6.75 | 7.17 | 13.62 | 11.12 | 19.52 | 22.93 | 9.87 | 7.08 | 6.07 | 6.36 | 6.13 | 7.27 | 7.62 |
| Draw Down(%) | NA | 7.30 | 16.04 | 19.39 | 22.03 | NA | NA | 41.23 | 1.16 | 6.81 | 6.39 | 17.55 | 4.31 | 22.03 | 3.21 | 12.70 | 1.88 | 6.67 | 9.65 | 4.79 | 7.15 | 6.09 | 15.03 | 8.28 | 17.38 | 38.52 | 6.54 | 7.74 | 4.37 | 7.51 | 5.70 | 12.34 | 10.48 |
| Yield(%) | NA | 3.35 | 4.43 | 3.93 | 3.87 | NA | NA | 4.21 | NA | 0.65 | 3.62 | 3.21 | 6.20 | 3.41 | 2.98 | 3.66 | 3.69 | 4.32 | 4.45 | 3.48 | 3.81 | 3.86 | 2.98 | 3.83 | 3.71 | 4.64 | 7.69 | 6.55 | 4.79 | 4.28 | 2.98 | 4.09 | 4.01 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.45%
Feb 2006 - Feb 2009 |
-0.77%
Feb 2004 - Feb 2009 |
4.62%
Mar 2010 - Mar 2020 |
4.30%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lima Memorial Health System 401K Strategic Asset Allocation - Equal Weight Moderate |
21.50%
Feb 2009 - Feb 2012 |
16.15%
Feb 2009 - Feb 2014 |
10.10%
Feb 2009 - Feb 2019 |
9.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart