Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hallmark Health 401K Savings Plan Tactical Asset Allocation Moderate | NA | 0.16% | -0.24% | 2.54% | 2.71% | 4.91% | 5.39% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hallmark Health 401K Savings 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 (%) | -0.48 | 0.16 | -0.24 | 2.54 | 2.71 | 4.91 | 5.39 | … | … | 1.04 | 11.85 | -14.75 | 3.11 | 16.97 | 10.64 | -3.03 | 9.84 | 2.17 | -1.53 | 2.50 | 14.41 | 6.33 | 2.73 | 6.20 | 20.10 | -4.44 | 10.84 | 12.06 | 4.67 | 7.63 | 20.15 | 5.91 | 7.24 |
| Sharpe Ratio | NA | 0.64 | -0.25 | 0.37 | 0.37 | NA | NA | … | … | 0.09 | 1.02 | -1.75 | 0.32 | 1.79 | 2.18 | -0.61 | 1.83 | 0.38 | -0.30 | 0.41 | 2.20 | 1.01 | 0.36 | 0.56 | 2.46 | -1.07 | 0.87 | 1.17 | 0.44 | 0.88 | 3.79 | 1.07 | 1.04 |
| Standard Deviation(%) | NA | 7.57 | 8.77 | 8.29 | 7.12 | NA | NA | … | … | 8.50 | 7.47 | 9.23 | 9.56 | 9.37 | 4.24 | 7.17 | 5.04 | 5.22 | 5.18 | 6.04 | 6.53 | 6.24 | 7.50 | 10.84 | 8.13 | 5.01 | 9.03 | 7.49 | 5.72 | 7.61 | 5.14 | 4.50 | 4.76 |
| Draw Down(%) | NA | 6.62 | 20.47 | 20.47 | 20.47 | NA | NA | … | … | 1.75 | 6.62 | 15.97 | 8.15 | 11.57 | 3.31 | 8.45 | 3.33 | 3.96 | 4.72 | 5.21 | 4.91 | 6.33 | 5.72 | 9.83 | 4.05 | 8.09 | 7.01 | 8.80 | 4.15 | 8.23 | 2.06 | 4.04 | 3.72 |
| Yield(%) | NA | 4.01 | 3.74 | 3.96 | 3.67 | NA | NA | … | … | 0.00 | 4.26 | 2.40 | 4.69 | 6.58 | 2.08 | 3.55 | 0.05 | 3.84 | 3.16 | 6.34 | 2.47 | 4.28 | 3.80 | 4.21 | 3.90 | 2.53 | 3.77 | 4.27 | 4.02 | 4.36 | 3.71 | 5.24 | 6.29 |
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 |
|---|---|---|---|---|
| Hallmark Health 401K Savings Plan Tactical Asset Allocation Moderate |
-0.82%
Nov 2020 – Nov 2023 |
1.88%
Oct 2017 – Oct 2022 |
2.71%
Oct 2013 – Oct 2023 |
4.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hallmark Health 401K Savings Plan Tactical Asset Allocation Moderate |
12.15%
Apr 2003 – Apr 2006 |
12.01%
Oct 2002 – Oct 2007 |
9.45%
Apr 2001 – Apr 2011 |
7.70%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart