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 |
|---|---|---|---|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Asset Allocation Composite Moderate | 5.34% | NA | 16.29% | 2.00% | 5.47% | 4.60% | 4.61% | 5.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing 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 (%) | 1.20 | 16.29 | 2.00 | 5.47 | 4.60 | 4.61 | 5.24 | 5.34 | NA | 5.17 | 10.20 | -13.66 | 4.68 | 16.96 | 11.59 | -2.62 | 9.74 | 1.17 | 1.09 | 1.38 | 6.49 | 8.82 | -1.39 | 8.48 | 3.71 | 12.89 | 7.15 | 6.63 | 3.52 | 5.87 | 6.21 | 7.22 | 0.22 |
| Sharpe Ratio | NA | -0.20 | -0.20 | 0.26 | 0.36 | NA | NA | 0.65 | 0.17 | -0.16 | 0.87 | -1.47 | 0.70 | 1.77 | 2.92 | -0.92 | 3.68 | 0.19 | 0.25 | 0.41 | 1.67 | 2.01 | -0.19 | 1.71 | 0.51 | 1.59 | 1.43 | 1.23 | 0.49 | 1.50 | 1.70 | 1.23 | -1.13 |
| Standard Deviation(%) | NA | 8.84 | 8.77 | 8.63 | 6.74 | NA | NA | 5.60 | 8.09 | 8.95 | 6.80 | 10.23 | 6.62 | 9.48 | 3.48 | 4.30 | 2.47 | 5.03 | 4.21 | 3.30 | 3.87 | 4.36 | 7.30 | 4.91 | 7.05 | 7.54 | 2.91 | 2.74 | 2.76 | 3.28 | 3.24 | 4.97 | 1.86 |
| Draw Down(%) | NA | 7.04 | 14.59 | 19.63 | 19.63 | NA | NA | 19.63 | 1.89 | 5.93 | 6.98 | 18.27 | 4.44 | 10.77 | 1.37 | 6.09 | 0.89 | 4.13 | 4.37 | 3.35 | 3.40 | 3.52 | 6.99 | 3.70 | 6.39 | 4.92 | 1.44 | 2.35 | 1.77 | 3.26 | 2.60 | 2.99 | 2.67 |
| Yield(%) | NA | 4.26 | 3.34 | 2.97 | 2.79 | NA | NA | 3.11 | NA | 0.46 | 4.61 | 1.95 | 3.19 | 2.77 | 2.45 | 2.51 | 3.08 | 1.47 | 2.72 | 3.23 | 1.95 | 1.79 | 2.76 | 2.89 | 3.97 | 6.29 | 3.66 | 3.87 | 3.88 | 2.94 | 3.77 | 3.22 | 2.13 |
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 Asset Allocation Composite Moderate |
-0.64%
Nov 2020 - Nov 2023 |
2.07%
Dec 2013 - Dec 2018 |
2.70%
Oct 2013 - Oct 2023 |
4.09%
Oct 2008 - Oct 2023 |
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 Asset Allocation Composite Moderate |
10.96%
Dec 2018 - Dec 2021 |
8.14%
Oct 2005 - Oct 2010 |
6.70%
Mar 2002 - Mar 2012 |
6.14%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart