Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAVITA INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 5.62% | 5.47% | 8.39% | 7.14% | 9.38% | 9.59% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAVITA INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 (%) | -0.45 | 5.62 | 5.47 | 8.39 | 7.14 | 9.38 | 9.59 | … | … | 2.50 | 14.11 | -7.39 | 8.15 | 23.17 | 21.57 | -5.88 | 11.25 | 12.89 | 0.04 | 4.66 | 17.95 | 15.44 | 1.74 | 16.47 | 20.88 | -2.45 | 12.83 | 12.08 | 9.07 | 16.35 | 27.57 | 5.23 | 6.48 |
| Sharpe Ratio | NA | 0.95 | 0.36 | 0.73 | 0.68 | NA | NA | … | … | 0.25 | 1.18 | -0.69 | 0.76 | 1.14 | 3.06 | -0.71 | 2.07 | 1.47 | 0.00 | 0.63 | 2.50 | 1.99 | 0.12 | 1.52 | 2.28 | -0.45 | 1.01 | 1.22 | 1.10 | 2.09 | 4.76 | 0.95 | 0.77 |
| Standard Deviation(%) | NA | 8.41 | 10.67 | 12.58 | 10.55 | NA | NA | … | … | 9.01 | 8.34 | 12.77 | 10.64 | 20.06 | 6.59 | 10.09 | 5.13 | 8.63 | 7.98 | 7.40 | 7.16 | 7.75 | 13.79 | 10.79 | 9.13 | 7.47 | 9.70 | 7.22 | 6.28 | 7.39 | 5.64 | 4.35 | 5.40 |
| Draw Down(%) | NA | 6.69 | 16.26 | 22.18 | 22.18 | NA | NA | … | … | 1.69 | 6.69 | 15.33 | 5.76 | 22.18 | 2.80 | 14.95 | 2.81 | 6.15 | 6.78 | 4.96 | 4.78 | 5.98 | 12.81 | 8.18 | 4.25 | 9.95 | 6.71 | 8.53 | 4.51 | 7.35 | 2.65 | 4.40 | 5.60 |
| Yield(%) | NA | 4.03 | 5.36 | 6.63 | 5.53 | NA | NA | … | … | 0.00 | 4.29 | 2.72 | 9.20 | 11.71 | 5.70 | 2.84 | 5.93 | 5.79 | 3.80 | 3.71 | 5.11 | 6.48 | 5.08 | 3.19 | 5.03 | 6.42 | 7.46 | 5.53 | 3.27 | 3.92 | 4.62 | 5.40 | 8.51 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| DAVITA INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
2.91%
Mar 2017 – Mar 2020 |
4.04%
Mar 2015 – Mar 2020 |
6.88%
Mar 2010 – Mar 2020 |
8.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVITA INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
19.46%
Apr 2003 – Apr 2006 |
16.05%
Oct 2002 – Oct 2007 |
13.28%
Mar 2003 – Mar 2013 |
11.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart