Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sharp Healthcare 403(b) Tax Deferred Retirement Plan Tactical Asset Allocation Moderate | NA | 24.22% | 0.51% | 6.66% | 4.66% | 6.09% | 8.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sharp Healthcare 403(b) Tax Deferred Retirement 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 (%) | -1.47 | 24.22 | 0.51 | 6.66 | 4.66 | 6.09 | 8.27 | … | … | -0.15 | 5.88 | 12.63 | -20.30 | 14.57 | 21.72 | 9.48 | -5.16 | 12.99 | 2.68 | -5.59 | 3.69 | 11.89 | 12.34 | -1.24 | 14.09 | 31.84 | -10.51 | 21.97 | 16.64 | 16.76 | 13.65 | 23.56 | 9.88 | 8.56 |
| Sharpe Ratio | NA | -0.06 | -0.37 | 0.29 | 0.27 | NA | NA | … | … | -0.02 | -0.07 | 0.80 | -1.34 | 1.37 | 2.53 | 1.70 | -0.87 | 2.05 | 0.38 | -0.79 | 0.59 | 1.79 | 2.34 | -0.11 | 1.08 | 3.01 | -1.56 | 1.50 | 1.39 | 2.01 | 1.37 | 3.99 | 1.63 | 1.43 |
| Standard Deviation(%) | NA | 9.52 | 12.42 | 11.42 | 9.27 | NA | NA | … | … | 8.91 | 9.57 | 10.52 | 16.19 | 10.62 | 8.48 | 4.75 | 7.46 | 6.04 | 6.51 | 7.13 | 6.22 | 6.61 | 5.25 | 11.90 | 12.93 | 10.54 | 7.31 | 12.67 | 9.64 | 7.24 | 9.28 | 5.73 | 5.37 | 4.37 |
| Draw Down(%) | NA | 7.13 | 21.94 | 24.46 | 24.46 | NA | NA | … | … | 0.90 | 6.90 | 9.61 | 24.40 | 5.75 | 6.48 | 3.51 | 11.12 | 3.59 | 6.62 | 9.89 | 6.49 | 5.80 | 3.65 | 11.97 | 9.27 | 4.81 | 14.77 | 10.66 | 13.12 | 6.34 | 12.04 | 2.94 | 7.41 | 1.95 |
| Yield(%) | NA | 4.29 | 5.79 | 4.39 | 4.04 | NA | NA | … | … | NA | 0.39 | 4.39 | 6.27 | 5.98 | 1.83 | 3.36 | 2.37 | 0.47 | 2.98 | 7.08 | 5.73 | 7.96 | 4.59 | 2.09 | 4.16 | 4.91 | 2.79 | 6.04 | 8.10 | 3.25 | 2.59 | 2.09 | 3.68 | 6.67 |
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 |
|---|---|---|---|---|
| Sharp Healthcare 403(b) Tax Deferred Retirement Plan Tactical Asset Allocation Moderate |
-1.68%
Dec 2021 – Dec 2024 |
1.50%
Dec 2013 – Dec 2018 |
2.96%
Oct 2013 – Oct 2023 |
5.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sharp Healthcare 403(b) Tax Deferred Retirement Plan Tactical Asset Allocation Moderate |
23.73%
Oct 2004 – Oct 2007 |
20.27%
Oct 2002 – Oct 2007 |
14.69%
Apr 2001 – Apr 2011 |
10.75%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart