Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 2.60% | 0.92% | 33.33% | 16.12% | 11.50% | 12.87% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.43 | 2.60 | 0.92 | 33.33 | 16.12 | 11.50 | 12.87 | … | … | 2.54 | 1.44 | 7.82 | 220.11 | -1.07 | 18.60 | 8.12 | -6.21 | 3.78 | 6.92 | -3.71 | -1.48 | 10.99 | 4.89 | -4.23 | 7.72 | 25.46 | -1.71 | 21.69 | 19.40 | 18.72 | 12.59 | 27.99 | 6.97 | 6.19 |
| Sharpe Ratio | NA | -0.08 | -0.10 | 0.53 | 0.36 | NA | NA | … | … | 0.22 | -0.40 | 0.62 | 1.66 | -0.12 | 2.14 | 1.46 | -1.03 | 0.48 | 1.25 | -0.82 | -0.24 | 1.82 | 0.93 | -0.40 | 0.69 | 2.60 | -0.45 | 1.71 | 1.90 | 2.65 | 1.36 | 4.78 | 1.07 | 0.65 |
| Standard Deviation(%) | NA | 5.45 | 6.77 | 59.32 | 42.13 | NA | NA | … | … | 5.82 | 5.41 | 6.70 | 131.97 | 9.35 | 8.60 | 4.55 | 7.37 | 6.54 | 5.37 | 4.55 | 6.17 | 6.03 | 5.18 | 10.61 | 11.12 | 9.75 | 5.91 | 10.85 | 8.41 | 6.20 | 8.54 | 5.71 | 5.44 | 5.82 |
| Draw Down(%) | NA | 6.65 | 9.84 | 17.35 | 17.35 | NA | NA | … | … | 3.88 | 5.43 | 7.87 | 12.68 | 10.73 | 6.32 | 3.08 | 12.71 | 5.09 | 3.13 | 6.49 | 7.02 | 4.39 | 5.04 | 12.52 | 9.92 | 4.53 | 5.13 | 8.67 | 11.77 | 4.81 | 10.38 | 3.58 | 5.28 | 4.90 |
| Yield(%) | NA | 3.60 | 83.90 | 52.47 | 27.80 | NA | NA | … | … | NA | 1.15 | 3.30 | 259.58 | 4.91 | 5.20 | 2.99 | 3.25 | 0.05 | 3.90 | 2.87 | 5.53 | 2.45 | 2.53 | 3.49 | 2.33 | 3.90 | 3.03 | 11.27 | 7.06 | 7.10 | 1.73 | 4.10 | 4.48 | 6.51 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
-0.38%
Feb 2017 – Feb 2020 |
-0.26%
Dec 2013 – Dec 2018 |
1.73%
Apr 2010 – Apr 2020 |
5.14%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
60.31%
Mar 2019 – Mar 2022 |
34.36%
Dec 2018 – Dec 2023 |
17.33%
Mar 2012 – Mar 2022 |
14.50%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart