Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 6.60% | NA | 12.11% | 8.20% | 9.45% | 6.50% | 6.60% | 6.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 0.55 | 12.11 | 8.20 | 9.45 | 6.50 | 6.60 | 6.15 | 6.60 | NA | 3.55 | 7.23 | -4.03 | 20.91 | 13.97 | 17.26 | -6.81 | 13.03 | 6.03 | -4.99 | 0.83 | 4.89 | 11.66 | -3.57 | 17.01 | 29.15 | -25.73 | 7.86 | 12.91 | 8.15 | 12.07 | 23.01 | -5.23 | 3.38 |
| Sharpe Ratio | NA | -0.10 | -0.13 | 0.51 | 0.44 | NA | NA | 0.43 | 0.36 | -0.39 | 0.40 | -0.51 | 1.02 | 0.88 | 2.92 | -1.01 | 3.16 | 0.75 | -0.70 | 0.15 | 0.72 | 1.66 | -0.27 | 1.27 | 1.39 | -1.08 | 0.45 | 1.20 | 0.94 | 1.47 | 2.88 | -0.56 | 0.11 |
| Standard Deviation(%) | NA | 7.68 | 8.67 | 13.30 | 10.54 | NA | NA | 11.55 | 6.45 | 7.71 | 7.40 | 10.57 | 20.49 | 15.57 | 5.43 | 8.07 | 3.93 | 7.80 | 7.17 | 5.53 | 6.71 | 6.99 | 13.43 | 13.32 | 20.93 | 24.78 | 10.86 | 8.05 | 6.39 | 7.59 | 7.75 | 11.32 | 9.90 |
| Draw Down(%) | NA | 6.61 | 12.89 | 17.71 | 19.57 | NA | NA | 41.30 | 1.81 | 6.61 | 7.57 | 12.89 | 6.89 | 19.57 | 2.72 | 11.86 | 2.21 | 6.00 | 9.82 | 5.46 | 8.17 | 6.12 | 15.08 | 10.04 | 20.79 | 38.30 | 7.21 | 8.83 | 4.53 | 8.12 | 8.59 | 18.93 | 11.35 |
| Yield(%) | NA | 3.50 | 6.31 | 4.87 | 3.78 | NA | NA | 4.25 | NA | 0.86 | 3.41 | 3.15 | 12.14 | 2.17 | 3.42 | 2.71 | 2.62 | 2.63 | 2.49 | 3.00 | 2.32 | 3.96 | 2.92 | 5.23 | 5.52 | 5.72 | 8.28 | 7.32 | 4.84 | 4.14 | 2.38 | 3.37 | 3.20 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-9.07%
Feb 2006 - Feb 2009 |
-1.70%
Feb 2004 - Feb 2009 |
3.24%
May 2007 - May 2017 |
4.19%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
21.41%
Feb 2009 - Feb 2012 |
14.96%
Feb 2009 - Feb 2014 |
8.89%
Mar 2003 - Mar 2013 |
8.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart