Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL AMERICAN CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.10% | -0.03% | 5.64% | 5.09% | 6.44% | 7.77% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIVERSAL AMERICAN CORP. 401(k) 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 (%) | -1.22 | 16.10 | -0.03 | 5.64 | 5.09 | 6.44 | 7.77 | … | … | 0.60 | -0.49 | 11.87 | -13.81 | 11.37 | 17.71 | 8.16 | -2.44 | 10.20 | 5.26 | -0.24 | 4.53 | 13.23 | 7.10 | 3.13 | 13.35 | 25.05 | 0.86 | 11.33 | 19.99 | 3.53 | 13.36 | 29.05 | 9.02 | 4.37 |
| Sharpe Ratio | NA | -0.53 | -0.48 | 0.25 | 0.36 | NA | NA | … | … | 0.06 | -0.71 | 0.92 | -1.55 | 1.11 | 2.50 | 1.44 | -0.53 | 1.88 | 0.86 | -0.05 | 0.76 | 2.13 | 1.20 | 0.33 | 0.92 | 2.87 | -0.01 | 0.81 | 2.11 | 0.19 | 1.65 | 5.24 | 1.73 | 0.39 |
| Standard Deviation(%) | NA | 9.90 | 9.38 | 9.17 | 7.65 | NA | NA | … | … | 9.13 | 9.99 | 8.32 | 9.81 | 10.21 | 7.00 | 4.69 | 7.13 | 5.08 | 5.86 | 5.71 | 5.96 | 6.20 | 5.86 | 9.41 | 14.47 | 8.69 | 4.60 | 10.32 | 7.94 | 7.04 | 7.54 | 5.41 | 4.58 | 5.33 |
| Draw Down(%) | NA | 8.25 | 12.76 | 16.62 | 16.62 | NA | NA | … | … | 0.51 | 8.25 | 8.36 | 14.48 | 5.77 | 4.57 | 3.00 | 7.44 | 3.65 | 4.05 | 5.04 | 5.48 | 5.62 | 5.69 | 8.65 | 11.54 | 4.26 | 5.48 | 8.20 | 7.49 | 5.98 | 10.33 | 2.84 | 5.05 | 3.06 |
| Yield(%) | NA | 5.74 | 4.08 | 4.22 | 3.87 | NA | NA | … | … | NA | 1.11 | 5.17 | 3.00 | 3.60 | 6.05 | 3.27 | 3.46 | 0.49 | 5.47 | 3.25 | 4.72 | 3.01 | 4.15 | 3.41 | 4.09 | 3.93 | 3.74 | 7.46 | 9.71 | 9.09 | 5.50 | 5.24 | 6.91 | 6.83 |
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 |
|---|---|---|---|---|
| UNIVERSAL AMERICAN CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.37%
Dec 2021 – Dec 2024 |
3.22%
Oct 2017 – Oct 2022 |
4.11%
Oct 2013 – Oct 2023 |
5.64%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSAL AMERICAN CORP. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
16.84%
Dec 2001 – Dec 2004 |
16.88%
Oct 2002 – Oct 2007 |
13.73%
Apr 2001 – Apr 2011 |
10.77%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart