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 Asset Allocation Composite Moderate | NA | 15.64% | 3.33% | 6.70% | 6.34% | 7.64% | 8.12% | 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 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 (%) | 1.27 | 15.64 | 3.33 | 6.70 | 6.34 | 7.64 | 8.12 | 9.63 | NA | 4.40 | 13.20 | -13.83 | 12.51 | 12.63 | 18.97 | -4.55 | 11.16 | 10.90 | -3.24 | 8.86 | 14.57 | 14.88 | -0.69 | 11.72 | 30.31 | -2.66 | 0.69 | 16.57 | 7.08 | 14.82 | 24.25 | 13.39 | 9.49 |
| Sharpe Ratio | NA | -0.10 | -0.07 | 0.47 | 0.54 | NA | NA | 0.96 | 0.32 | -0.27 | 1.02 | -1.62 | 1.40 | 1.58 | 3.07 | -0.73 | 2.50 | 1.68 | -0.48 | 1.51 | 2.02 | 1.81 | -0.05 | 1.16 | 2.86 | -0.50 | -0.22 | 1.80 | 0.74 | 1.95 | 3.85 | 2.83 | 1.87 |
| Standard Deviation(%) | NA | 8.04 | 8.64 | 8.59 | 7.60 | NA | NA | 8.06 | 7.37 | 8.24 | 8.78 | 9.37 | 8.90 | 7.86 | 5.72 | 8.01 | 4.21 | 6.37 | 6.76 | 5.84 | 7.18 | 8.21 | 15.51 | 10.02 | 10.55 | 7.21 | 10.28 | 7.38 | 6.67 | 7.13 | 6.12 | 4.33 | 3.84 |
| Draw Down(%) | NA | 7.96 | 10.40 | 14.52 | 14.52 | NA | NA | 15.78 | 1.92 | 6.72 | 8.89 | 14.52 | 3.89 | 9.32 | 2.54 | 10.15 | 1.94 | 3.98 | 7.76 | 4.33 | 6.52 | 6.53 | 15.78 | 8.26 | 4.53 | 9.41 | 7.46 | 6.46 | 4.09 | 7.65 | 2.11 | 2.37 | 2.38 |
| Yield(%) | NA | 3.11 | 4.05 | 4.37 | 4.15 | NA | NA | 4.86 | NA | 0.55 | 3.16 | 3.15 | 6.01 | 5.57 | 4.34 | 4.09 | 4.23 | 5.17 | 3.11 | 3.45 | 4.11 | 4.69 | 2.83 | 4.24 | 5.10 | 5.39 | 7.59 | 6.80 | 4.66 | 4.38 | 3.71 | 8.52 | 6.85 |
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 Asset Allocation Composite Moderate |
0.61%
Dec 2021 - Dec 2024 |
4.39%
Dec 2013 - Dec 2018 |
5.08%
Oct 2013 - Oct 2023 |
7.05%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lima Memorial Health System 401K Asset Allocation Composite Moderate |
17.39%
Dec 2001 - Dec 2004 |
15.59%
May 2002 - May 2007 |
12.65%
Apr 2001 - Apr 2011 |
10.53%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison Chart