Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cedars-sinai Health System Defined Contribution Retirement Plan Tactical Asset Allocation Moderate | NA | 21.46% | 3.23% | 5.86% | 4.92% | 5.24% | 5.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cedars-sinai Health System Defined Contribution 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 (%) | -1.09 | 21.46 | 3.23 | 5.86 | 4.92 | 5.24 | 5.98 | … | … | 1.17 | 9.13 | 10.96 | -12.83 | 10.78 | 10.31 | 10.80 | -1.93 | 12.84 | 1.44 | -0.90 | -0.25 | 15.27 | 4.46 | -1.44 | 6.97 | 15.16 | -3.83 | 10.51 | 12.05 | 5.46 | 13.65 | 19.35 | 2.81 | 6.98 |
| Sharpe Ratio | NA | 0.37 | -0.13 | 0.30 | 0.41 | NA | NA | … | … | 0.09 | 0.22 | 0.90 | -1.41 | 1.05 | 1.15 | 1.86 | -0.43 | 2.17 | 0.30 | -0.17 | -0.04 | 2.08 | 0.74 | -0.14 | 0.61 | 1.85 | -1.19 | 0.80 | 1.10 | 0.57 | 1.77 | 3.74 | 0.41 | 1.14 |
| Standard Deviation(%) | NA | 11.41 | 9.78 | 9.70 | 7.94 | NA | NA | … | … | 13.10 | 11.35 | 7.42 | 10.06 | 10.27 | 8.77 | 5.05 | 7.56 | 5.63 | 4.08 | 5.47 | 7.40 | 7.33 | 5.96 | 10.28 | 11.26 | 8.13 | 3.98 | 9.36 | 7.96 | 5.74 | 7.18 | 4.99 | 4.13 | 4.09 |
| Draw Down(%) | NA | 9.59 | 13.15 | 16.74 | 16.74 | NA | NA | … | … | 0.96 | 9.58 | 6.38 | 14.18 | 5.72 | 10.37 | 3.11 | 8.00 | 4.61 | 3.95 | 5.32 | 6.05 | 5.32 | 6.24 | 10.36 | 11.73 | 4.63 | 6.23 | 6.64 | 9.50 | 4.30 | 6.14 | 2.67 | 4.79 | 2.77 |
| Yield(%) | NA | 5.51 | 5.98 | 5.15 | 4.50 | NA | NA | … | … | NA | 0.72 | 5.39 | 2.36 | 9.89 | 4.89 | 3.73 | 2.39 | 0.24 | 2.51 | 5.49 | 8.15 | 5.35 | 3.82 | 2.20 | 3.64 | 4.56 | 2.62 | 4.47 | 4.06 | 3.64 | 4.59 | 3.29 | 5.24 | 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 |
|---|---|---|---|---|
| Cedars-sinai Health System Defined Contribution Retirement Plan Tactical Asset Allocation Moderate |
0.09%
Dec 2013 – Dec 2016 |
2.10%
Dec 2013 – Dec 2018 |
3.22%
Oct 2013 – Oct 2023 |
4.15%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cedars-sinai Health System Defined Contribution Retirement Plan Tactical Asset Allocation Moderate |
14.61%
Apr 2003 – Apr 2006 |
12.94%
Oct 2002 – Oct 2007 |
9.28%
Apr 2001 – Apr 2011 |
7.55%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart