Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Health Management Associates (HMA) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 28.54% | 11.15% | 11.16% | 7.74% | 7.92% | 8.53% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Health Management Associates (HMA) Retirement Savings Plan 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 (%) | -0.72 | 28.54 | 11.15 | 11.16 | 7.74 | 7.92 | 8.53 | … | … | 0.85 | 18.24 | 25.75 | -6.76 | 12.07 | 7.00 | 17.12 | -9.82 | 11.64 | 11.87 | -3.11 | 2.54 | 12.91 | 8.77 | 4.01 | 9.71 | 18.57 | 1.09 | 13.23 | 14.86 | 3.49 | 14.96 | 19.68 | -2.14 | 4.59 |
| Sharpe Ratio | NA | 1.56 | 0.82 | 0.63 | 0.58 | NA | NA | … | … | 0.09 | 1.36 | 2.67 | -0.60 | 1.13 | 0.33 | 2.56 | -1.03 | 2.05 | 1.44 | -0.36 | 0.31 | 1.81 | 1.05 | 0.28 | 0.73 | 1.80 | 0.13 | 0.90 | 1.30 | 0.15 | 1.48 | 2.06 | -0.55 | 1.02 |
| Standard Deviation(%) | NA | 8.51 | 10.36 | 13.16 | 10.91 | NA | NA | … | … | 9.01 | 8.59 | 8.04 | 13.57 | 10.62 | 20.70 | 6.14 | 10.81 | 5.38 | 8.11 | 8.72 | 8.05 | 7.11 | 8.27 | 14.13 | 13.27 | 10.28 | 1.20 | 11.43 | 8.93 | 8.65 | 9.48 | 9.20 | 5.95 | 2.23 |
| Draw Down(%) | NA | 6.83 | 14.26 | 27.25 | 27.25 | NA | NA | … | … | 0.59 | 6.83 | 6.07 | 15.79 | 6.00 | 27.25 | 2.60 | 17.56 | 2.76 | 5.52 | 7.85 | 6.42 | 6.90 | 6.17 | 11.45 | 11.31 | 5.05 | 1.49 | 8.01 | 10.44 | 6.18 | 6.85 | 4.36 | 7.69 | 1.20 |
| Yield(%) | NA | 16.44 | 12.17 | 8.54 | 6.79 | NA | NA | … | … | NA | 10.05 | 14.34 | 9.03 | 1.82 | 2.25 | 4.51 | 5.05 | 4.89 | 2.99 | 3.84 | 8.95 | 1.72 | 1.81 | 1.78 | 1.33 | 4.90 | 2.47 | 4.71 | 4.27 | 2.92 | 4.14 | 3.51 | 2.88 | 4.18 |
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 |
|---|---|---|---|---|
| Health Management Associates (HMA) Retirement Savings Plan Tactical Asset Allocation Moderate |
-0.70%
Mar 2017 – Mar 2020 |
1.21%
Mar 2015 – Mar 2020 |
4.13%
Mar 2010 – Mar 2020 |
5.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Health Management Associates (HMA) Retirement Savings Plan Tactical Asset Allocation Moderate |
15.19%
Apr 2003 – Apr 2006 |
14.01%
Oct 2002 – Oct 2007 |
11.17%
Apr 2003 – Apr 2013 |
9.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart