Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDNAX Services Inc. Thrift and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | -0.75% | 4.73% | 5.96% | 4.58% | 6.62% | 6.88% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDNAX Services Inc. Thrift and Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.59 | -0.75 | 4.73 | 5.96 | 4.58 | 6.62 | 6.88 | … | … | -1.29 | 10.22 | -11.43 | 14.79 | 16.40 | 15.05 | -3.96 | 9.10 | 5.70 | -4.21 | 4.74 | 13.44 | 5.05 | 6.65 | 11.63 | 9.81 | 3.93 | 6.78 | 20.64 | 0.39 | 12.38 | 20.50 | 4.12 | 6.38 |
| Sharpe Ratio | NA | 0.08 | 0.12 | 0.69 | 0.57 | NA | NA | … | … | -0.16 | 0.78 | -1.25 | 1.55 | 1.83 | 2.79 | -0.69 | 1.92 | 0.99 | -0.64 | 0.84 | 1.98 | 0.95 | 0.74 | 0.82 | 0.94 | 0.36 | 0.41 | 2.25 | -0.24 | 1.46 | 2.80 | 0.49 | 0.76 |
| Standard Deviation(%) | NA | 7.80 | 9.17 | 8.51 | 7.37 | NA | NA | … | … | 9.59 | 7.65 | 10.24 | 9.52 | 8.82 | 4.89 | 7.65 | 4.41 | 5.56 | 6.66 | 5.63 | 6.76 | 5.25 | 8.94 | 14.04 | 10.36 | 8.25 | 9.26 | 7.70 | 7.51 | 7.83 | 7.08 | 6.18 | 5.36 |
| Draw Down(%) | NA | 6.51 | 12.55 | 12.55 | 12.55 | NA | NA | … | … | 2.64 | 6.51 | 12.12 | 4.94 | 9.74 | 2.24 | 9.63 | 2.07 | 3.78 | 9.20 | 4.42 | 6.18 | 4.20 | 6.96 | 10.29 | 4.54 | 10.18 | 6.97 | 5.51 | 5.90 | 9.29 | 3.83 | 5.37 | 4.36 |
| Yield(%) | NA | 2.84 | 3.19 | 2.83 | 2.35 | NA | NA | … | … | 0.01 | 3.03 | 2.18 | 4.47 | 2.11 | 2.60 | 1.65 | 0.17 | 3.41 | 2.00 | 2.20 | 2.34 | 3.89 | 3.80 | 3.80 | 4.88 | 4.15 | 3.11 | 3.86 | 3.86 | 3.93 | 3.93 | 3.09 | 5.27 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| MEDNAX Services Inc. Thrift and Profit Sharing Plan Tactical Asset Allocation Moderate |
1.93%
Jun 2014 – Jun 2017 |
2.13%
Dec 2013 – Dec 2018 |
4.58%
Oct 2013 – Oct 2023 |
5.96%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDNAX Services Inc. Thrift and Profit Sharing Plan Tactical Asset Allocation Moderate |
15.41%
Dec 2018 – Dec 2021 |
12.98%
Oct 2002 – Oct 2007 |
10.20%
Jul 2002 – Jul 2012 |
8.56%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart