Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Asset Allocation Composite Moderate | NA | 13.33% | 1.57% | 5.87% | 6.28% | 7.93% | 8.34% | 8.79% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan 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 (%) | 0.90 | 13.33 | 1.57 | 5.87 | 6.28 | 7.93 | 8.34 | 8.79 | NA | 2.17 | 7.15 | -12.51 | 17.86 | 9.08 | 16.00 | -2.19 | 12.69 | 10.42 | -0.34 | 5.43 | 23.29 | 14.57 | -0.64 | 13.58 | 19.76 | -0.01 | 6.02 | 14.17 | 7.59 | 12.99 | 23.04 | 1.43 | 2.31 |
| Sharpe Ratio | NA | -0.54 | -0.44 | 0.31 | 0.48 | NA | NA | 0.84 | 0.16 | -0.54 | 0.35 | -1.53 | 1.73 | 0.96 | 2.83 | -0.35 | 2.35 | 1.63 | -0.05 | 0.78 | 3.13 | 1.70 | -0.04 | 1.28 | 2.03 | -0.13 | 0.32 | 1.41 | 0.80 | 1.44 | 3.30 | 0.07 | 0.01 |
| Standard Deviation(%) | NA | 8.16 | 8.39 | 8.93 | 8.08 | NA | NA | 8.25 | 7.58 | 8.19 | 8.25 | 9.10 | 10.32 | 9.22 | 5.15 | 9.87 | 5.12 | 6.27 | 7.17 | 6.92 | 7.43 | 8.55 | 14.97 | 10.52 | 9.68 | 7.06 | 9.42 | 7.73 | 6.74 | 8.34 | 6.76 | 4.51 | 0.05 |
| Draw Down(%) | NA | 6.97 | 15.51 | 18.38 | 18.38 | NA | NA | 18.38 | 2.65 | 6.45 | 8.97 | 13.37 | 5.16 | 13.06 | 2.95 | 11.66 | 1.58 | 3.89 | 6.70 | 5.06 | 4.37 | 7.36 | 14.38 | 8.73 | 5.63 | 7.05 | 6.75 | 7.71 | 5.23 | 6.65 | 3.12 | 3.06 | 0.00 |
| Yield(%) | NA | 4.18 | 6.06 | 5.37 | 4.92 | NA | NA | 4.16 | NA | 0.86 | 4.05 | 4.30 | 10.31 | 4.08 | 4.32 | 3.95 | 5.66 | 3.90 | 2.28 | 7.26 | 5.16 | 4.90 | 2.62 | 3.62 | 3.52 | 4.45 | 3.48 | 5.16 | 3.90 | 3.80 | 1.68 | 0.10 | 2.31 |
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 |
|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Asset Allocation Composite Moderate |
-1.43%
Dec 2021 - Dec 2024 |
3.13%
Sep 2018 - Sep 2023 |
5.19%
Oct 2013 - Oct 2023 |
7.39%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Encore Dermatology 401(k) and Profit Sharing Plan Asset Allocation Composite Moderate |
17.00%
Apr 2003 - Apr 2006 |
14.41%
Oct 2008 - Oct 2013 |
11.66%
Apr 2003 - Apr 2013 |
10.91%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart