Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico Tactical Asset Allocation Moderate | NA | 28.50% | 6.21% | 11.91% | 5.77% | 7.43% | 8.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.26 | 28.50 | 6.21 | 11.91 | 5.77 | 7.43 | 8.43 | … | … | 0.74 | 15.76 | 16.96 | -10.97 | 10.87 | 25.92 | 15.78 | -29.70 | 14.25 | 9.27 | 0.50 | 8.83 | 17.50 | 13.68 | 0.68 | 11.69 | 20.66 | 1.68 | 11.33 | 12.67 | 8.97 | 14.81 | 16.87 | -1.32 | -0.34 |
| Sharpe Ratio | NA | 0.90 | 0.31 | 0.61 | 0.26 | NA | NA | … | … | 0.05 | 0.81 | 1.50 | -0.90 | 0.90 | 1.28 | 2.00 | -0.92 | 2.62 | 0.99 | 0.05 | 1.11 | 2.38 | 1.62 | 0.04 | 1.06 | 2.05 | 0.13 | 0.89 | 1.20 | 1.06 | 1.80 | 2.06 | -0.39 | -0.41 |
| Standard Deviation(%) | NA | 11.35 | 11.38 | 13.72 | 15.27 | NA | NA | … | … | 12.89 | 11.36 | 8.45 | 13.73 | 12.05 | 20.11 | 7.18 | 33.78 | 5.19 | 9.12 | 9.33 | 7.98 | 7.35 | 8.42 | 15.66 | 10.91 | 10.01 | 5.75 | 9.32 | 7.81 | 6.41 | 7.69 | 7.83 | 6.22 | 6.46 |
| Draw Down(%) | NA | 6.98 | 15.30 | 21.51 | 37.78 | NA | NA | … | … | 1.10 | 6.98 | 7.02 | 17.02 | 8.92 | 21.51 | 3.68 | 36.86 | 2.00 | 8.70 | 9.07 | 5.23 | 4.99 | 6.24 | 14.65 | 8.71 | 4.46 | 5.01 | 6.17 | 8.92 | 4.18 | 6.27 | 4.44 | 8.87 | 8.53 |
| Yield(%) | NA | 3.56 | 5.70 | 5.58 | 6.87 | NA | NA | … | … | NA | 1.07 | 3.80 | 3.23 | 10.15 | 6.93 | 6.30 | 4.09 | 9.59 | 10.73 | 13.19 | 4.16 | 4.12 | 4.24 | 3.19 | 3.65 | 5.24 | 8.90 | 6.38 | 5.77 | 3.83 | 3.70 | 3.06 | 5.24 | 7.27 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico Tactical Asset Allocation Moderate |
-6.88%
Mar 2017 – Mar 2020 |
-2.44%
Mar 2015 – Mar 2020 |
3.79%
Mar 2010 – Mar 2020 |
6.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico Tactical Asset Allocation Moderate |
17.36%
Dec 2018 – Dec 2021 |
13.61%
Feb 2003 – Feb 2008 |
11.90%
Jul 2003 – Jul 2013 |
11.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart