Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University Of Toledo Physicians Llc Pension Plan and Trust Tactical Asset Allocation Moderate | NA | 23.79% | -0.03% | 5.97% | 4.12% | 5.80% | 7.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University Of Toledo Physicians Llc Pension Plan and Trust 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 (%) | -1.27 | 23.79 | -0.03 | 5.97 | 4.12 | 5.80 | 7.66 | … | … | -0.36 | 2.20 | 13.02 | -19.55 | 19.96 | 12.44 | 9.46 | -5.17 | 7.96 | 4.95 | -4.45 | 3.08 | 10.21 | 11.33 | 0.96 | 15.72 | 23.59 | -5.21 | 18.28 | 16.66 | 15.04 | 14.52 | 18.41 | 9.32 | 7.33 |
| Sharpe Ratio | NA | -0.33 | -0.46 | 0.18 | 0.19 | NA | NA | … | … | -0.05 | -0.42 | 0.78 | -1.33 | 2.09 | 1.41 | 1.64 | -0.86 | 1.40 | 0.78 | -0.69 | 0.57 | 1.47 | 2.84 | 0.10 | 1.12 | 2.52 | -0.87 | 1.33 | 1.49 | 1.84 | 1.59 | 3.55 | 1.61 | 1.25 |
| Standard Deviation(%) | NA | 10.36 | 12.67 | 11.41 | 9.16 | NA | NA | … | … | 8.35 | 10.44 | 11.24 | 15.75 | 9.54 | 8.67 | 4.92 | 7.55 | 5.25 | 6.09 | 6.48 | 5.41 | 6.94 | 3.96 | 8.98 | 14.02 | 9.34 | 7.03 | 11.46 | 8.98 | 7.01 | 8.56 | 5.00 | 5.12 | 4.01 |
| Draw Down(%) | NA | 8.99 | 21.46 | 23.29 | 23.29 | NA | NA | … | … | 0.95 | 8.71 | 11.08 | 23.22 | 4.09 | 10.64 | 2.60 | 11.79 | 2.34 | 6.19 | 10.25 | 5.87 | 6.82 | 3.00 | 7.55 | 9.69 | 5.39 | 11.22 | 9.09 | 11.18 | 5.29 | 11.09 | 2.74 | 6.31 | 2.36 |
| Yield(%) | NA | 4.66 | 5.43 | 4.36 | 3.79 | NA | NA | … | … | NA | 0.28 | 4.81 | 6.10 | 4.64 | 2.49 | 3.85 | 3.03 | 0.29 | 2.48 | 5.56 | 4.47 | 4.27 | 5.44 | 2.64 | 4.81 | 6.29 | 3.87 | 9.50 | 5.91 | 6.73 | 3.03 | 4.14 | 4.90 | 7.25 |
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 |
|---|---|---|---|---|
| University Of Toledo Physicians Llc Pension Plan and Trust Tactical Asset Allocation Moderate |
-2.42%
Dec 2021 – Dec 2024 |
0.83%
Mar 2015 – Mar 2020 |
2.33%
Oct 2013 – Oct 2023 |
4.99%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University Of Toledo Physicians Llc Pension Plan and Trust Tactical Asset Allocation Moderate |
20.56%
Oct 2004 – Oct 2007 |
17.45%
Oct 2002 – Oct 2007 |
13.64%
Apr 2001 – Apr 2011 |
10.25%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart