Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hudson Valley Hospital Center 403b Nationwide Tactical Asset Allocation Moderate | NA | 0.02% | 1.97% | 3.08% | 2.57% | 5.07% | 5.50% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hudson Valley Hospital Center 403b Nationwide 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 (%) | -0.57 | 0.02 | 1.97 | 3.08 | 2.57 | 5.07 | 5.50 | … | … | 1.38 | 11.62 | -11.28 | 6.35 | 13.38 | 8.74 | -2.50 | 9.70 | 3.09 | -4.21 | 1.64 | 13.82 | 6.99 | 1.17 | 10.19 | 18.15 | -1.14 | 6.00 | 10.61 | 6.65 | 10.74 | 16.85 | 4.81 | 7.18 |
| Sharpe Ratio | NA | 0.59 | 0.07 | 0.50 | 0.41 | NA | NA | … | … | 0.15 | 1.00 | -1.47 | 0.78 | 1.52 | 1.61 | -0.56 | 2.01 | 0.70 | -0.85 | 0.30 | 2.18 | 1.51 | 0.16 | 0.98 | 2.42 | -0.39 | 0.33 | 1.11 | 0.85 | 1.50 | 3.13 | 0.85 | 0.96 |
| Standard Deviation(%) | NA | 7.28 | 8.01 | 7.65 | 6.55 | NA | NA | … | … | 7.23 | 7.33 | 8.59 | 8.15 | 8.63 | 4.56 | 6.79 | 4.51 | 4.15 | 5.01 | 5.49 | 6.31 | 4.58 | 6.97 | 10.35 | 7.45 | 5.30 | 9.08 | 6.64 | 5.28 | 6.55 | 5.17 | 4.35 | 5.08 |
| Draw Down(%) | NA | 6.96 | 13.66 | 13.66 | 13.66 | NA | NA | … | … | 1.50 | 6.96 | 12.04 | 5.57 | 10.29 | 3.07 | 7.36 | 3.88 | 3.46 | 7.70 | 5.88 | 4.14 | 3.54 | 5.49 | 8.63 | 3.54 | 6.07 | 7.20 | 7.98 | 4.21 | 5.37 | 2.47 | 3.84 | 4.21 |
| Yield(%) | NA | 3.60 | 5.12 | 5.90 | 4.19 | NA | NA | … | … | 0.01 | 3.83 | 5.63 | 5.87 | 9.19 | 5.15 | 4.31 | 0.21 | 3.97 | 1.45 | 2.54 | 5.90 | 3.98 | 0.74 | 3.72 | 4.51 | 3.57 | 7.08 | 4.94 | 4.35 | 4.52 | 2.26 | 5.50 | 7.43 |
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 |
|---|---|---|---|---|
| Hudson Valley Hospital Center 403b Nationwide Tactical Asset Allocation Moderate |
0.10%
Oct 2013 – Oct 2016 |
1.43%
Dec 2013 – Dec 2018 |
2.57%
Oct 2013 – Oct 2023 |
4.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hudson Valley Hospital Center 403b Nationwide Tactical Asset Allocation Moderate |
12.88%
Apr 2003 – Apr 2006 |
11.19%
Oct 2002 – Oct 2007 |
9.48%
Apr 2001 – Apr 2011 |
7.45%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart