Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AssistedCare Management Group Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.28% | 1.49% | 7.21% | 8.76% | 8.32% | 10.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AssistedCare Management Group Inc. 401(k) 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 (%) | -1.13 | 21.28 | 1.49 | 7.21 | 8.76 | 8.32 | 10.11 | … | … | 0.69 | 5.03 | 12.88 | -17.69 | 10.15 | 21.60 | 20.80 | 18.33 | 16.20 | 3.35 | -3.68 | 3.10 | 8.16 | 6.00 | 2.90 | 13.51 | 31.45 | -6.76 | 19.14 | 21.29 | 14.53 | 12.76 | 18.85 | 4.87 | 7.91 |
| Sharpe Ratio | NA | 0.04 | -0.42 | 0.33 | 0.73 | NA | NA | … | … | 0.09 | -0.14 | 1.06 | -1.96 | 0.99 | 2.44 | 2.20 | 1.73 | 2.89 | 0.53 | -0.57 | 0.37 | 1.18 | 1.00 | 0.32 | 0.96 | 3.29 | -1.03 | 1.26 | 1.91 | 1.78 | 1.41 | 3.13 | 0.79 | 1.11 |
| Standard Deviation(%) | NA | 10.75 | 9.65 | 9.62 | 8.62 | NA | NA | … | … | 7.49 | 10.82 | 8.16 | 9.73 | 10.22 | 8.77 | 8.82 | 9.83 | 5.39 | 5.97 | 6.50 | 8.27 | 6.86 | 5.97 | 8.97 | 13.91 | 9.52 | 7.45 | 12.81 | 9.45 | 6.93 | 8.37 | 5.80 | 4.77 | 5.05 |
| Draw Down(%) | NA | 10.34 | 17.18 | 19.02 | 19.02 | NA | NA | … | … | 0.56 | 10.34 | 7.73 | 18.22 | 4.27 | 4.58 | 1.25 | 5.54 | 2.49 | 4.94 | 8.48 | 5.73 | 7.58 | 5.83 | 7.34 | 10.13 | 4.24 | 10.75 | 9.96 | 11.80 | 5.23 | 12.59 | 4.25 | 5.32 | 3.96 |
| Yield(%) | NA | 5.76 | 6.18 | 9.96 | 8.85 | NA | NA | … | … | NA | 0.79 | 5.62 | 2.88 | 9.85 | 14.28 | 21.27 | 18.98 | 0.56 | 3.06 | 5.48 | 6.46 | 5.76 | 3.99 | 4.18 | 3.56 | 4.19 | 4.91 | 8.60 | 7.62 | 3.62 | 3.09 | 3.87 | 5.66 | 8.51 |
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 |
|---|---|---|---|---|
| AssistedCare Management Group Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-0.81%
Dec 2021 – Dec 2024 |
2.01%
Apr 2011 – Apr 2016 |
6.42%
Oct 2007 – Oct 2017 |
7.53%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AssistedCare Management Group Inc. 401(k) Plan Tactical Asset Allocation Moderate |
22.99%
Oct 2004 – Oct 2007 |
19.08%
Oct 2002 – Oct 2007 |
13.91%
Apr 2001 – Apr 2011 |
11.40%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart