Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Adventist HealthCare Retirement Plan Tactical Asset Allocation Moderate | NA | 14.69% | 0.48% | 7.32% | 4.68% | 5.59% | 7.03% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Adventist HealthCare 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 (%) | -1.29 | 14.69 | 0.48 | 7.32 | 4.68 | 5.59 | 7.03 | … | … | 0.52 | 0.90 | 6.36 | -11.85 | 18.31 | 20.60 | 7.57 | -4.64 | 10.73 | 4.71 | -6.96 | 0.89 | 16.34 | 10.49 | -1.64 | 10.61 | 16.21 | 2.04 | 12.04 | 19.82 | 6.42 | 12.47 | 21.23 | 5.07 | 6.79 |
| Sharpe Ratio | NA | -0.45 | -0.60 | 0.45 | 0.33 | NA | NA | … | … | 0.06 | -0.67 | 0.32 | -1.43 | 2.10 | 2.19 | 1.18 | -0.84 | 2.15 | 0.78 | -1.12 | 0.15 | 2.44 | 2.03 | -0.15 | 0.97 | 1.90 | 0.30 | 0.92 | 2.14 | 0.69 | 1.77 | 4.03 | 1.10 | 1.05 |
| Standard Deviation(%) | NA | 8.33 | 8.17 | 8.56 | 7.34 | NA | NA | … | … | 8.16 | 8.44 | 6.70 | 9.25 | 8.71 | 9.32 | 5.22 | 7.11 | 4.69 | 5.79 | 6.22 | 5.77 | 6.69 | 5.13 | 11.07 | 10.84 | 8.47 | 3.72 | 9.84 | 7.73 | 6.18 | 6.53 | 5.09 | 3.61 | 4.28 |
| Draw Down(%) | NA | 6.85 | 13.32 | 15.20 | 15.20 | NA | NA | … | … | 0.65 | 6.85 | 6.53 | 13.42 | 5.06 | 9.47 | 2.69 | 11.44 | 2.15 | 5.65 | 10.12 | 6.77 | 5.55 | 4.25 | 12.13 | 8.61 | 4.90 | 2.26 | 7.10 | 6.32 | 5.08 | 6.02 | 3.29 | 2.69 | 2.83 |
| Yield(%) | NA | 3.44 | 3.15 | 4.50 | 3.48 | NA | NA | … | … | NA | 0.84 | 3.42 | 2.68 | 2.48 | 7.05 | 6.61 | 2.01 | 0.25 | 4.54 | 2.21 | 3.29 | 6.00 | 3.59 | 2.37 | 3.57 | 4.75 | 3.09 | 6.15 | 7.12 | 5.68 | 3.93 | 4.46 | 5.27 | 6.77 |
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 |
|---|---|---|---|---|
| Adventist HealthCare Retirement Plan Tactical Asset Allocation Moderate |
-1.83%
Dec 2021 – Dec 2024 |
0.71%
Feb 2014 – Feb 2019 |
3.57%
Oct 2013 – Oct 2023 |
5.10%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Adventist HealthCare Retirement Plan Tactical Asset Allocation Moderate |
15.42%
Mar 2003 – Mar 2006 |
15.31%
Oct 2002 – Oct 2007 |
11.40%
Apr 2001 – Apr 2011 |
9.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart