Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Symmetry Medical Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 15.94% | 20.79% | 18.22% | 10.52% | 9.69% | 9.01% | … | … |
Data as of 11/30/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Symmetry Medical Inc. 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 02/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | 15.94 | 20.79 | 18.22 | 10.52 | 9.69 | 9.01 | … | … | -14.56 | 8.70 | 22.36 | 23.25 | 15.12 | 18.84 | 5.30 | -2.69 | 1.74 | 9.34 | 2.85 | 3.36 | 7.59 | 18.57 | -1.72 | 14.07 | 10.78 | 3.30 | 11.52 | 15.17 | -0.81 | 0.42 |
| Sharpe Ratio | NA | -0.71 | 0.92 | 0.07 | 0.07 | NA | NA | … | … | -0.60 | 0.62 | 2.47 | 2.25 | 1.41 | 0.05 | 1.16 | -0.56 | 0.28 | 1.00 | 0.52 | 0.44 | 0.74 | 2.30 | -0.44 | 1.19 | 0.98 | 0.19 | 1.41 | 2.49 | -0.43 | -0.46 |
| Standard Deviation(%) | NA | 16.24 | 12.29 | 170.67 | 120.79 | NA | NA | … | … | 24.22 | 14.09 | 8.95 | 9.69 | 9.82 | 382.28 | 4.40 | 4.87 | 6.13 | 9.28 | 5.35 | 7.49 | 10.18 | 8.04 | 6.04 | 9.28 | 7.67 | 5.86 | 7.50 | 5.81 | 4.43 | 4.08 |
| Draw Down(%) | NA | 21.37 | 21.37 | 93.24 | 93.24 | NA | NA | … | … | 16.02 | 10.49 | 4.36 | 0.00 | 5.45 | 93.24 | 3.69 | 6.19 | 5.29 | 7.46 | 5.56 | 6.68 | 8.56 | 4.07 | 6.38 | 6.78 | 8.98 | 5.13 | 7.51 | 2.87 | 4.87 | 4.32 |
| Yield(%) | NA | 3.10 | 13.80 | 13.86 | 8.19 | NA | NA | … | … | 0.00 | 3.30 | 15.25 | 23.25 | 17.89 | 9.55 | 2.07 | 1.26 | 1.18 | 3.17 | 5.20 | 4.07 | 4.72 | 5.45 | 4.43 | 5.65 | 5.72 | 5.91 | 1.97 | 1.21 | 0.08 | 2.48 |
Data as of 11/30/2021, 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 |
|---|---|---|---|---|
| Symmetry Medical Inc. 401(k) Plan Tactical Asset Allocation Moderate |
1.40%
Dec 2013 – Dec 2016 |
2.10%
Apr 2011 – Apr 2016 |
5.52%
Oct 2007 – Oct 2017 |
6.07%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Symmetry Medical Inc. 401(k) Plan Tactical Asset Allocation Moderate |
23.37%
May 2018 – May 2021 |
18.92%
Oct 2016 – Oct 2021 |
10.73%
Oct 2011 – Oct 2021 |
10.17%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart