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 - Optimal Moderate | NA | 16.32% | 4.06% | 6.71% | 6.28% | 7.38% | 6.88% | 7.54% |
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 - 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 (%) | 1.24 | 16.32 | 4.06 | 6.71 | 6.28 | 7.38 | 6.88 | 7.54 | NA | 5.56 | 11.85 | -13.15 | 12.43 | 12.49 | 17.26 | -5.56 | 14.33 | 9.04 | -1.58 | 5.67 | 11.92 | 14.89 | -1.61 | 15.09 | 31.66 | -26.60 | 6.35 | 17.06 | 8.39 | 14.46 | 26.63 | -3.19 | 2.31 |
| Sharpe Ratio | NA | 0.31 | -0.09 | 0.39 | 0.44 | NA | NA | 0.53 | 0.43 | -0.14 | 0.90 | -1.10 | 1.43 | 0.71 | 2.61 | -0.85 | 3.31 | 1.04 | -0.20 | 0.97 | 1.67 | 1.76 | -0.11 | 1.23 | 1.58 | -1.17 | 0.33 | 1.80 | 1.01 | 1.94 | 3.53 | -0.49 | 0.00 |
| Standard Deviation(%) | NA | 7.31 | 9.92 | 11.53 | 9.65 | NA | NA | 10.91 | 7.02 | 7.37 | 8.42 | 13.24 | 8.65 | 17.19 | 6.08 | 8.06 | 4.14 | 8.53 | 8.15 | 5.86 | 7.10 | 8.45 | 14.79 | 12.21 | 19.95 | 23.60 | 10.06 | 7.65 | 6.18 | 6.95 | 7.35 | 8.84 | 8.76 |
| Draw Down(%) | NA | 6.98 | 17.16 | 19.80 | 22.61 | NA | NA | 42.73 | 1.70 | 5.72 | 8.94 | 19.74 | 4.07 | 22.61 | 3.23 | 11.53 | 1.85 | 6.55 | 9.35 | 5.25 | 7.62 | 7.27 | 15.73 | 9.45 | 19.99 | 39.62 | 7.05 | 8.39 | 4.59 | 7.77 | 7.59 | 14.72 | 13.10 |
| Yield(%) | NA | 3.93 | 4.33 | 3.64 | 3.65 | NA | NA | 3.97 | NA | 0.87 | 3.81 | 3.25 | 5.45 | 2.23 | 2.93 | 4.07 | 3.62 | 4.87 | 3.35 | 2.98 | 3.68 | 4.25 | 2.95 | 3.06 | 3.28 | 4.57 | 7.35 | 6.68 | 3.83 | 3.57 | 2.74 | 3.76 | 4.21 |
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 - Optimal Moderate |
-9.01%
Feb 2006 - Feb 2009 |
-1.34%
Feb 2004 - Feb 2009 |
4.75%
Oct 2013 - Oct 2023 |
4.82%
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 - Optimal Moderate |
23.33%
Feb 2009 - Feb 2012 |
17.69%
Feb 2009 - Feb 2014 |
11.27%
Feb 2009 - Feb 2019 |
9.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart