Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lutheran Charity Association dba Jamestown Hospital 403 B Plan Tactical Asset Allocation Moderate | NA | 24.34% | 0.56% | 5.17% | 4.36% | 6.23% | 6.97% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lutheran Charity Association dba Jamestown Hospital 403 B 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 (%) | -1.08 | 24.34 | 0.56 | 5.17 | 4.36 | 6.23 | 6.97 | … | … | -0.49 | 2.97 | 12.83 | -20.51 | 14.22 | 12.75 | 14.37 | -3.09 | 7.87 | 2.80 | -2.69 | 5.75 | 12.89 | 10.66 | 3.68 | 13.72 | 24.96 | -6.46 | 9.67 | 18.04 | 3.24 | 11.56 | 23.02 | 9.22 | 4.70 |
| Sharpe Ratio | NA | -0.33 | -0.48 | 0.08 | 0.16 | NA | NA | … | … | -0.12 | -0.34 | 0.77 | -1.43 | 1.29 | 1.36 | 2.82 | -0.20 | 1.35 | 0.55 | -0.40 | 0.98 | 1.84 | 2.27 | 0.36 | 0.96 | 2.49 | -1.52 | 0.66 | 1.86 | 0.15 | 1.34 | 4.32 | 1.86 | 0.48 |
| Standard Deviation(%) | NA | 10.55 | 12.51 | 11.64 | 11.28 | NA | NA | … | … | 4.68 | 10.65 | 11.10 | 15.29 | 10.99 | 9.20 | 4.60 | 21.85 | 5.36 | 4.71 | 6.83 | 5.83 | 7.00 | 4.67 | 10.01 | 14.25 | 10.00 | 4.85 | 10.11 | 7.95 | 6.93 | 7.91 | 5.17 | 4.36 | 5.00 |
| Draw Down(%) | NA | 10.13 | 22.49 | 24.54 | 24.54 | NA | NA | … | … | 0.63 | 10.13 | 9.96 | 24.36 | 5.18 | 12.48 | 1.84 | 15.76 | 4.32 | 3.89 | 7.96 | 4.48 | 6.79 | 3.16 | 9.71 | 10.87 | 4.86 | 10.25 | 7.32 | 6.38 | 5.15 | 9.79 | 2.90 | 4.70 | 3.48 |
| Yield(%) | NA | 4.79 | 6.70 | 5.34 | 4.18 | NA | NA | … | … | NA | 0.70 | 4.53 | 6.00 | 8.77 | 3.28 | 3.85 | 4.44 | 0.34 | 3.87 | 2.83 | 3.56 | 4.80 | 4.78 | 3.63 | 2.63 | 4.07 | 3.32 | 5.97 | 7.32 | 5.39 | 2.93 | 5.72 | 5.23 | 7.19 |
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 |
|---|---|---|---|---|
| Lutheran Charity Association dba Jamestown Hospital 403 B Plan Tactical Asset Allocation Moderate |
-2.62%
Dec 2021 – Dec 2024 |
1.48%
Sep 2017 – Sep 2022 |
2.85%
Oct 2013 – Oct 2023 |
5.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lutheran Charity Association dba Jamestown Hospital 403 B Plan Tactical Asset Allocation Moderate |
15.45%
Apr 2009 – Apr 2012 |
14.41%
Oct 2002 – Oct 2007 |
11.42%
Apr 2001 – Apr 2011 |
9.38%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart