Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Utopia Home Care Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.92% | 3.09% | 6.67% | 5.42% | 6.25% | 6.45% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Utopia Home Care 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 (%) | -1.08 | 21.92 | 3.09 | 6.67 | 5.42 | 6.25 | 6.45 | … | … | 0.80 | 6.83 | 14.73 | -14.71 | 10.81 | 13.20 | 11.22 | -1.42 | 9.30 | 3.90 | -1.43 | 2.09 | 14.22 | 7.82 | 1.97 | 10.63 | 16.22 | -3.11 | 10.47 | 7.99 | 4.17 | 8.43 | 18.60 | 1.14 | 6.98 |
| Sharpe Ratio | NA | 0.16 | -0.18 | 0.31 | 0.40 | NA | NA | … | … | 0.09 | 0.02 | 1.15 | -1.34 | 1.13 | 1.45 | 2.32 | -0.34 | 1.70 | 0.87 | -0.24 | 0.31 | 2.12 | 1.59 | 0.25 | 1.01 | 2.19 | -0.97 | 0.80 | 0.63 | 0.34 | 1.04 | 3.02 | 0.01 | 1.14 |
| Standard Deviation(%) | NA | 10.59 | 10.68 | 10.14 | 8.24 | NA | NA | … | … | 8.65 | 10.67 | 9.08 | 12.03 | 9.51 | 8.97 | 4.23 | 8.05 | 5.10 | 4.25 | 6.22 | 6.80 | 6.69 | 4.89 | 7.78 | 10.41 | 7.36 | 4.15 | 9.39 | 7.53 | 5.94 | 7.21 | 5.93 | 4.82 | 4.09 |
| Draw Down(%) | NA | 8.78 | 16.12 | 17.20 | 17.20 | NA | NA | … | … | 0.66 | 8.78 | 7.31 | 15.91 | 4.66 | 8.98 | 1.87 | 8.13 | 4.21 | 2.86 | 6.97 | 5.31 | 4.53 | 4.36 | 6.74 | 8.46 | 3.82 | 6.16 | 6.16 | 8.15 | 4.48 | 6.47 | 3.69 | 5.39 | 2.77 |
| Yield(%) | NA | 7.69 | 6.37 | 6.14 | 5.42 | NA | NA | … | … | NA | 0.77 | 7.47 | 3.65 | 7.29 | 6.92 | 5.62 | 3.98 | 0.43 | 3.05 | 5.40 | 10.50 | 7.07 | 4.12 | 1.94 | 4.04 | 4.02 | 2.66 | 4.82 | 5.91 | 4.01 | 5.55 | 2.99 | 5.17 | 6.93 |
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 |
|---|---|---|---|---|
| Utopia Home Care Inc. 401(k) Plan Tactical Asset Allocation Moderate |
1.49%
Dec 2021 – Dec 2024 |
2.41%
Dec 2013 – Dec 2018 |
3.71%
Oct 2013 – Oct 2023 |
4.99%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Utopia Home Care Inc. 401(k) Plan Tactical Asset Allocation Moderate |
11.74%
Dec 2018 – Dec 2021 |
10.68%
Oct 2002 – Oct 2007 |
8.60%
Apr 2001 – Apr 2011 |
7.62%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart