Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Community Medical Center-Missoula-MT Retirement Plan Tactical Asset Allocation Moderate | NA | 11.29% | 5.95% | 8.98% | 9.36% | 9.69% | NA | … | … |
Data as of 07/31/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Community Medical Center-Missoula-MT Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 11.29 | 5.95 | 8.98 | 9.36 | 9.69 | NA | … | … | 9.61 | 7.09 | -0.31 | 5.69 | 20.38 | 13.58 | 2.69 | 13.68 | 23.79 | -3.18 | 10.89 | 13.13 | 6.88 | 11.47 | 13.35 | -3.78 | 2.71 |
| Sharpe Ratio | NA | 2.80 | 0.67 | 1.06 | 0.88 | NA | NA | … | … | 2.07 | 0.74 | -0.03 | 0.68 | 2.82 | 1.57 | 0.17 | 1.18 | 2.38 | -0.70 | 0.77 | 1.19 | 0.73 | 1.29 | 1.38 | -0.74 | 0.07 |
| Standard Deviation(%) | NA | 5.13 | 8.30 | 8.11 | 9.69 | NA | NA | … | … | 4.40 | 9.29 | 9.77 | 8.35 | 7.23 | 8.63 | 15.63 | 11.53 | 9.97 | 5.87 | 10.23 | 8.29 | 6.47 | 8.18 | 9.17 | 6.61 | 5.50 |
| Draw Down(%) | NA | 1.88 | 14.20 | 14.20 | 14.20 | NA | NA | … | … | 1.88 | 8.66 | 10.98 | 5.79 | 4.01 | 6.84 | 13.77 | 9.69 | 4.59 | 10.13 | 6.87 | 9.57 | 4.63 | 7.79 | 6.77 | 7.98 | 7.44 |
| Yield(%) | NA | 4.04 | 3.67 | 2.98 | 3.55 | NA | NA | … | … | 1.63 | 3.41 | 3.41 | 3.93 | 1.88 | 2.50 | 1.96 | 2.60 | 3.84 | 5.48 | 7.37 | 5.93 | 2.61 | 2.90 | 2.86 | 4.08 | 5.84 |
Data as of 07/31/2017, 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 |
|---|---|---|---|---|
| Community Medical Center-Missoula-MT Retirement Plan Tactical Asset Allocation Moderate |
3.32%
Oct 2013 – Oct 2016 |
5.79%
Feb 2011 – Feb 2016 |
7.98%
Sep 2001 – Sep 2011 |
8.04%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Community Medical Center-Missoula-MT Retirement Plan Tactical Asset Allocation Moderate |
16.27%
Mar 2009 – Mar 2012 |
15.69%
Nov 2008 – Nov 2013 |
11.54%
Mar 2003 – Mar 2013 |
9.69%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart