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 Strategic Asset Allocation – Optimal Moderate | NA | 23.08% | 1.12% | 5.33% | 4.29% | 5.84% | 6.11% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.14 | 23.08 | 1.12 | 5.33 | 4.29 | 5.84 | 6.11 | … | … | 0.14 | 6.86 | 11.62 | -15.67 | 8.76 | 12.38 | 18.30 | -7.79 | 9.26 | 6.43 | -4.01 | 5.10 | 8.15 | 13.86 | -0.15 | 13.14 | 28.53 | -24.00 | 11.13 | 14.01 | 12.23 | 14.55 | 26.06 | -2.47 | 5.24 |
| Sharpe Ratio | NA | 0.20 | -0.36 | 0.15 | 0.25 | NA | NA | … | … | 0.02 | 0.04 | 0.89 | -1.34 | 1.11 | 0.67 | 2.72 | -1.07 | 1.93 | 0.72 | -0.47 | 0.84 | 1.12 | 1.90 | -0.01 | 1.13 | 1.52 | -1.10 | 0.85 | 1.41 | 1.59 | 1.91 | 3.86 | -0.39 | 0.32 |
| Standard Deviation(%) | NA | 7.54 | 9.82 | 11.69 | 9.80 | NA | NA | … | … | 5.48 | 7.62 | 8.31 | 12.72 | 7.85 | 18.19 | 6.22 | 8.50 | 4.48 | 8.65 | 8.53 | 6.07 | 7.24 | 7.28 | 14.07 | 11.51 | 18.70 | 22.66 | 9.54 | 7.61 | 6.34 | 7.14 | 6.57 | 9.15 | 9.04 |
| Draw Down(%) | NA | 5.17 | 21.85 | 22.86 | 22.86 | NA | NA | … | … | 0.45 | 5.06 | 8.38 | 22.20 | 4.29 | 22.86 | 3.04 | 13.89 | 2.15 | 6.98 | 11.17 | 5.28 | 8.40 | 5.89 | 14.03 | 8.53 | 16.10 | 37.41 | 6.25 | 8.79 | 4.14 | 7.71 | 5.10 | 13.96 | 11.02 |
| Yield(%) | NA | 4.32 | 4.31 | 3.84 | 3.66 | NA | NA | … | … | NA | 0.74 | 4.47 | 4.48 | 3.16 | 3.17 | 3.22 | 4.66 | 0.26 | 3.85 | 5.79 | 3.06 | 6.32 | 4.19 | 2.81 | 3.27 | 3.33 | 4.23 | 6.62 | 5.90 | 4.94 | 3.29 | 4.15 | 3.80 | 6.00 |
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 Strategic Asset Allocation – Optimal Mode |
-6.28%
Feb 2006 – Feb 2009 |
0.27%
Mar 2015 – Mar 2020 |
2.72%
Oct 2013 – Oct 2023 |
3.46%
Sep 2007 – Sep 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 Strategic Asset Allocation – Optimal Mode |
20.70%
Feb 2009 – Feb 2012 |
16.29%
Oct 2002 – Oct 2007 |
10.47%
Mar 2003 – Mar 2013 |
8.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart