Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PROMEDICA HEALTH SYSTEM INC. 401K PLAN Asset Allocation Composite Moderate | NA | 16.07% | 1.99% | 7.07% | 6.80% | 7.74% | 8.22% | 9.63% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PROMEDICA HEALTH SYSTEM INC. 401K 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 (%) | 1.01 | 16.07 | 1.99 | 7.07 | 6.80 | 7.74 | 8.22 | 9.63 | NA | 4.78 | 12.27 | -14.44 | 8.84 | 19.80 | 20.72 | -5.19 | 16.83 | 6.97 | -1.83 | 5.04 | 17.50 | 14.53 | -1.49 | 10.72 | 22.02 | -1.33 | 9.35 | 10.64 | 8.17 | 16.13 | 26.35 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 0.00 | -0.10 | 0.45 | 0.54 | NA | NA | 0.93 | 0.39 | -0.22 | 0.92 | -1.52 | 0.89 | 2.16 | 2.41 | -0.62 | 3.08 | 0.95 | -0.25 | 0.70 | 2.30 | 1.77 | -0.10 | 1.13 | 2.56 | -0.30 | 0.68 | 0.98 | 0.96 | 1.97 | 3.99 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 8.31 | 8.97 | 9.20 | 8.63 | NA | NA | 8.36 | 7.76 | 8.28 | 8.69 | 10.41 | 9.89 | 9.06 | 8.02 | 10.49 | 5.26 | 7.12 | 7.50 | 7.14 | 7.60 | 8.16 | 14.57 | 9.41 | 8.55 | 7.62 | 9.37 | 7.54 | 6.24 | 7.72 | 6.42 | 4.08 | 5.43 |
| Draw Down(%) | NA | 7.67 | 11.62 | 17.26 | 17.26 | NA | NA | 17.26 | 1.85 | 6.58 | 8.94 | 15.23 | 5.72 | 11.33 | 4.09 | 13.41 | 1.75 | 4.54 | 8.95 | 5.10 | 6.50 | 6.75 | 13.75 | 8.25 | 4.85 | 7.61 | 5.89 | 8.10 | 4.25 | 7.27 | 2.30 | 2.44 | 4.10 |
| Yield(%) | NA | 3.71 | 5.19 | 6.12 | 5.99 | NA | NA | 5.54 | NA | 0.74 | 3.61 | 4.67 | 6.60 | 8.84 | 6.83 | 4.21 | 9.53 | 7.33 | 5.13 | 3.90 | 4.22 | 4.34 | 2.27 | 4.45 | 5.44 | 9.25 | 4.30 | 4.63 | 3.05 | 3.55 | 3.63 | 8.14 | 8.82 |
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 |
|---|---|---|---|---|
| PROMEDICA HEALTH SYSTEM INC. 401K PLAN Asset Allocation Composite Moderate |
-0.04%
Apr 2021 - Apr 2024 |
4.09%
Dec 2013 - Dec 2018 |
5.31%
Oct 2013 - Oct 2023 |
7.21%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PROMEDICA HEALTH SYSTEM INC. 401K PLAN Asset Allocation Composite Moderate |
17.72%
Jan 2003 - Jan 2006 |
14.94%
Oct 2002 - Oct 2007 |
12.40%
Apr 2001 - Apr 2011 |
10.56%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart