- Portfolio Overview
- Holdings
- Performance
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- Rolling Returns
- Drawdowns
Holdings
Recommended Holdings on 10/31/2023 (Delayed Holdings)
| Fund | Percentage |
|---|---|
| CASH (CASH) | 0.01% |
| STABLEVALUE (STABLEVALUE) | 43.92% |
| MXVIX (GREAT-WEST S&P 500 INDEX FUND INVESTOR CLASS) | 28.75% |
| LVORX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3) | 27.32% |
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Historical Performance
GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 14.95% | 9.59% | 8.85% | 6.64% | 8.11% | 8.49% | 7.87% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 9.98% | 9.75% | 10.95% | 11.06% | 12.38% | 9.19% | 7.54% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 5.65% | 0.26% | 3.52% | 4.24% | 6.37% | 5.32% | 4.87% |
| Ticker/Portfolio | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | GALEN HEALTH ... Moderate | -0.14 | 14.95 | 9.59 | 8.85 | 6.64 | 8.11 | 8.49 | 7.87 | NA | 2.51 | 24.58 | -5.36 | 8.29 | 18.45 | 16.66 | -5.46 | 9.35 | 7.73 | -0.90 | 5.13 | 18.15 | 11.82 | 2.83 | 11.99 | 14.31 | 2.45 | 8.83 | 12.17 | 7.58 | 13.24 | 8.63 | -4.95 | 4.68 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.25 | 9.98 | 9.75 | 10.95 | 11.06 | 12.38 | 9.19 | 7.54 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -0.67 | 5.65 | 0.26 | 3.52 | 4.24 | 6.37 | 5.32 | 4.87 | NA | 5.75 | 13.92 | -16.49 | 7.97 | 11.63 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | GALEN HEALTH ... Moderate | NA | 2.35 | 0.70 | 0.80 | 0.64 | NA | NA | 0.78 | NA | 0.31 | 2.58 | -0.55 | 0.67 | 0.92 | 2.31 | -0.71 | 1.83 | 0.85 | -0.10 | 0.65 | 2.48 | 1.50 | 0.18 | 1.29 | 2.10 | 13.87 | 0.81 | 1.40 | 0.92 | 2.01 | 1.07 | -1.32 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.41 | 0.43 | 0.32 | 0.41 | NA | NA | 0.48 | 1.18 | 0.24 | 1.25 | -1.25 | 1.01 | 0.59 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | GALEN HEALTH ... Moderate | NA | 7.79 | 10.79 | 12.65 | 10.65 | NA | NA | 9.02 | NA | 7.19 | 7.87 | 12.26 | 12.31 | 19.87 | 6.59 | 9.53 | 4.76 | 8.82 | 9.10 | 7.83 | 7.31 | 7.84 | 15.61 | 9.26 | 6.76 | 0.11 | 7.24 | 6.34 | 5.86 | 6.11 | 7.43 | 4.60 | 2.48 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 11.32 | 10.38 | 10.35 | 10.54 | NA | NA | 11.51 | 11.70 | 8.97 | 8.31 | 14.38 | 7.89 | 19.14 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | GALEN HEALTH ... Moderate | NA | 4.32 | 12.60 | 23.01 | 23.01 | NA | NA | 23.01 | NA | 1.28 | 4.32 | 12.57 | 8.91 | 23.01 | 3.05 | 13.43 | 2.26 | 8.21 | 9.45 | 4.76 | 4.16 | 6.53 | 13.83 | 6.91 | 3.42 | 0.10 | 6.10 | 7.98 | 3.73 | 5.14 | 4.36 | 7.52 | 1.52 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 13.03 | 13.03 | 23.77 | 23.77 | NA | NA | 41.18 | 9.62 | 7.07 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | GALEN HEALTH ... Moderate | NA | 14.46 | 10.44 | 11.39 | 8.53 | NA | NA | 0.00 | NA | 0.85 | 14.73 | 9.90 | 5.76 | 20.15 | 5.68 | 5.13 | 3.82 | 5.93 | 7.08 | 6.32 | 2.66 | 5.03 | 1.51 | 3.22 | 3.16 | 2.55 | 4.68 | 5.58 | 3.74 | 3.64 | 2.36 | 3.92 | 4.21 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2023, AR inception is 12/31/2000
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GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate
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Retirement Spending Calculator for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
0.58%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
1.36%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
5.55%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
7.65%.
Maximum Drawdown
GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Maximum Drawdown
Maximum Drawdowns Table
| Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
|---|---|---|---|---|
| 2002-04 | 2003-02 | 2003-10 | 1.5 | 7.47% |
| 2004-03 | 2004-04 | 2004-09 | 0.5 | 2.30% |
| 2004-12 | 2005-04 | 2005-05 | 0.4 | 2.35% |
| 2005-09 | 2005-10 | 2005-10 | 0.1 | 2.25% |
| 2006-04 | 2006-07 | 2006-09 | 0.4 | 3.09% |
| 2007-05 | 2007-08 | 2007-08 | 0.3 | 1.97% |
| 2007-10 | 2007-11 | 2008-04 | 0.5 | 1.12% |
| 2009-05 | 2009-06 | 2009-06 | 0.1 | 0.76% |
| 2009-09 | 2009-10 | 2009-10 | 0.1 | 1.54% |
| 2009-12 | 2010-01 | 2010-01 | 0.1 | 1.41% |
| 2010-04 | 2010-08 | 2010-09 | 0.4 | 5.51% |
| 2010-10 | 2010-11 | 2010-11 | 0.1 | 0.53% |
| 2011-05 | 2011-09 | 2012-01 | 0.7 | 11.76% |
| 2012-04 | 2012-05 | 2012-07 | 0.3 | 4.21% |
| 2013-05 | 2013-06 | 2013-06 | 0.1 | 0.78% |
| 2013-07 | 2013-08 | 2013-08 | 0.1 | 1.72% |
| 2013-12 | 2014-01 | 2014-01 | 0.1 | 0.94% |
| 2014-02 | 2014-04 | 2014-07 | 0.4 | 3.30% |
| 2014-08 | 2014-09 | 2014-09 | 0.1 | 1.39% |
| 2014-11 | 2015-01 | 2015-01 | 0.2 | 0.80% |
| 2015-03 | 2016-01 | 2016-10 | 1.6 | 10.07% |
| 2018-01 | 2018-03 | 2018-07 | 0.5 | 3.04% |
| 2018-08 | 2018-12 | 2019-08 | 1 | 10.44% |
| 2019-12 | 2020-03 | 2020-06 | 0.5 | 13.11% |
| 2020-12 | 2021-01 | 2021-01 | 0.1 | 0.30% |
| 2021-02 | 2021-03 | 2021-03 | 0.1 | 2.70% |
| 2021-05 | 2021-06 | 2021-06 | 0.1 | 0.88% |
| 2021-08 | 2021-09 | 2021-09 | 0.1 | 2.53% |
| 2021-10 | 2021-11 | 2021-11 | 0.1 | 0.83% |
| 2021-12 | 2022-09 | 2023-03 | 1.3 | 12.49% |
| 2023-04 | 2023-05 | 2023-05 | 0.1 | 0.26% |
| 2023-07 | 2023-10 | 2023-10 | 0.3 | 3.22% |