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 Asset Allocation Composite Moderate | 7.80% | NA | 16.41% | 2.42% | 5.98% | 5.67% | 7.26% | 7.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite 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 (%) | 0.85 | 16.41 | 2.42 | 5.98 | 5.67 | 7.26 | 7.34 | 7.80 | NA | 6.97 | 8.67 | -11.87 | 12.34 | 10.57 | 18.96 | -3.50 | 13.13 | 6.71 | -4.88 | 7.34 | 17.50 | 13.84 | 1.26 | 8.92 | 22.24 | -0.83 | 5.17 | 11.88 | 5.31 | 11.32 | 21.86 | -1.73 | 2.31 |
| Sharpe Ratio | NA | 1.11 | 0.36 | 0.63 | 0.55 | NA | NA | 0.74 | 0.47 | 0.04 | 0.49 | -1.50 | 1.36 | 1.00 | 2.99 | -0.55 | 2.56 | 0.83 | -0.68 | 1.01 | 1.91 | 1.62 | 0.08 | 0.76 | 2.02 | -0.47 | 0.21 | 1.10 | 0.45 | 1.18 | 2.94 | -0.70 | 0.01 |
| Standard Deviation(%) | NA | 16.89 | 12.12 | 11.16 | 9.42 | NA | NA | 9.07 | 37.63 | 8.49 | 8.99 | 8.85 | 9.08 | 10.31 | 5.88 | 8.72 | 4.89 | 7.84 | 7.27 | 7.23 | 9.13 | 8.51 | 15.88 | 11.67 | 10.98 | 3.74 | 10.30 | 7.85 | 6.97 | 8.76 | 7.19 | 4.07 | 0.05 |
| Draw Down(%) | NA | 4.55 | 12.26 | 16.74 | 16.74 | NA | NA | 16.74 | 2.22 | 4.55 | 9.66 | 13.26 | 4.41 | 11.60 | 2.48 | 10.42 | 2.21 | 5.24 | 9.39 | 5.16 | 7.82 | 7.75 | 15.46 | 10.36 | 5.78 | 5.48 | 7.13 | 8.04 | 4.46 | 7.77 | 4.27 | 5.38 | 0.00 |
| Yield(%) | NA | 4.15 | 4.19 | 3.68 | 3.75 | NA | NA | 3.71 | NA | 1.05 | 3.76 | 3.61 | 4.45 | 2.23 | 3.81 | 3.75 | 4.41 | 4.67 | 2.62 | 4.26 | 4.92 | 5.09 | 4.70 | 3.52 | 2.38 | 0.92 | 7.78 | 6.66 | 4.30 | 1.87 | 1.03 | 1.26 | 2.31 |
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 Asset Allocation Composite Moderate |
-0.05%
Apr 2021 - Apr 2024 |
3.53%
Dec 2013 - Dec 2018 |
4.31%
Oct 2013 - Oct 2023 |
6.73%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite Moderate |
14.81%
Apr 2003 - Apr 2006 |
14.22%
Jun 2009 - Jun 2014 |
10.83%
Apr 2003 - Apr 2013 |
9.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart