Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | 5.10% | NA | 4.10% | 8.03% | 8.43% | 5.34% | 6.81% | 5.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
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 | 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 (%) | -0.24 | 4.10 | 8.03 | 8.43 | 5.34 | 6.81 | 5.96 | 5.10 | 0.61 | 6.32 | -4.19 | 17.49 | 17.40 | 15.99 | -5.38 | 10.65 | 6.38 | -4.09 | -0.68 | 9.51 | 7.44 | 0.12 | 12.49 | 19.37 | -21.06 | 8.48 | 14.10 | 6.53 | 11.06 | 21.18 | -10.63 | -8.44 |
| Sharpe Ratio | NA | 0.04 | 0.47 | 0.83 | 0.58 | NA | NA | 0.43 | 0.06 | 0.33 | -0.55 | 1.65 | 1.23 | 2.93 | -0.91 | 2.72 | 0.89 | -0.62 | -0.14 | 2.01 | 1.57 | 0.01 | 1.77 | 1.34 | -1.07 | 0.56 | 1.48 | 0.75 | 1.41 | 2.49 | -0.96 | -0.99 |
| Standard Deviation(%) | NA | 6.17 | 9.15 | 9.70 | 8.10 | NA | NA | 9.35 | 5.64 | 6.29 | 10.07 | 10.60 | 13.93 | 4.98 | 7.32 | 3.68 | 6.97 | 6.59 | 4.88 | 4.71 | 4.70 | 7.93 | 7.01 | 14.38 | 20.50 | 9.74 | 7.32 | 5.83 | 7.18 | 8.24 | 12.29 | 10.87 |
| Draw Down(%) | NA | 4.28 | 11.02 | 18.70 | 18.70 | NA | NA | 35.77 | 1.54 | 4.28 | 11.02 | 4.83 | 18.70 | 1.90 | 10.40 | 1.90 | 5.98 | 8.23 | 5.54 | 5.02 | 4.06 | 8.82 | 5.66 | 17.56 | 30.46 | 5.96 | 7.55 | 3.84 | 6.13 | 7.70 | 18.05 | 18.77 |
| Yield(%) | NA | 4.40 | 7.88 | 5.97 | 4.46 | NA | NA | 3.85 | NA | 2.27 | 3.16 | 16.97 | 3.58 | 3.16 | 3.38 | 2.95 | 2.12 | 4.17 | 2.56 | 3.77 | 3.72 | 3.98 | 3.55 | 3.39 | 3.64 | 3.25 | 3.02 | 3.04 | 2.65 | 3.62 | 1.68 | 1.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.20%
Feb 2006 - Feb 2009 |
-0.52%
Feb 2004 - Feb 2009 |
3.04%
May 2007 - May 2017 |
3.69%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
17.28%
Feb 2009 - Feb 2012 |
13.49%
Feb 2009 - Feb 2014 |
7.98%
Mar 2003 - Mar 2013 |
7.09%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart