Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 20.20% | 1.17% | 5.74% | 2.20% | 3.86% | 5.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEALTHCARE SERVICES GROUP, INC. RETIREMENT 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 (%) | -1.23 | 20.20 | 1.17 | 5.74 | 2.20 | 3.86 | 5.31 | … | … | 0.68 | 4.32 | 9.07 | -13.23 | 11.26 | 11.22 | 11.42 | -21.18 | 5.95 | 4.69 | -2.03 | 1.45 | 13.36 | 6.51 | 4.64 | 7.51 | 20.43 | 1.53 | 13.31 | 9.74 | 5.18 | 8.93 | 24.13 | 3.55 | 8.62 |
| Sharpe Ratio | NA | -0.08 | -0.40 | 0.18 | 0.00 | NA | NA | … | … | 0.08 | -0.21 | 0.62 | -1.62 | 1.19 | 1.31 | 2.63 | -0.92 | 0.97 | 0.97 | -0.35 | 0.27 | 2.19 | 1.38 | 0.65 | 0.84 | 2.65 | 0.12 | 1.07 | 0.84 | 0.54 | 1.06 | 3.97 | 0.56 | 1.38 |
| Standard Deviation(%) | NA | 10.56 | 9.19 | 9.10 | 10.53 | NA | NA | … | … | 7.62 | 10.59 | 7.74 | 9.00 | 9.45 | 8.41 | 3.81 | 24.35 | 5.50 | 4.61 | 5.91 | 5.20 | 6.09 | 4.68 | 7.05 | 8.84 | 7.67 | 5.02 | 9.61 | 7.75 | 5.59 | 7.56 | 5.90 | 4.33 | 4.58 |
| Draw Down(%) | NA | 8.78 | 13.12 | 15.40 | 25.71 | NA | NA | … | … | 0.56 | 8.78 | 6.87 | 14.24 | 4.51 | 7.64 | 2.22 | 25.71 | 4.47 | 3.68 | 6.58 | 5.12 | 3.09 | 4.23 | 4.07 | 9.17 | 5.12 | 5.57 | 7.23 | 10.12 | 4.92 | 7.20 | 2.38 | 4.91 | 3.03 |
| Yield(%) | NA | 3.73 | 4.79 | 4.17 | 3.68 | NA | NA | … | … | NA | 0.49 | 3.77 | 4.07 | 6.49 | 2.45 | 4.73 | 2.58 | 0.54 | 3.70 | 3.61 | 5.35 | 5.06 | 4.77 | 3.04 | 3.28 | 4.68 | 3.23 | 5.80 | 7.48 | 3.93 | 5.51 | 6.66 | 4.70 | 6.82 |
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 |
|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
-5.20%
Oct 2017 – Oct 2020 |
-2.77%
Dec 2013 – Dec 2018 |
0.59%
Oct 2013 – Oct 2023 |
3.21%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.55%
Jan 2003 – Jan 2006 |
13.06%
Oct 2002 – Oct 2007 |
10.49%
Apr 2001 – Apr 2011 |
8.54%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart