Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Tactical Asset Allocation Moderate | NA | 19.00% | -2.18% | 4.24% | 3.17% | 4.05% | 5.03% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIDER HEALTH CENTER INC 401K 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 (%) | -1.28 | 19.00 | -2.18 | 4.24 | 3.17 | 4.05 | 5.03 | … | … | 0.63 | 8.00 | 5.26 | -17.77 | 10.52 | 16.72 | 6.14 | -4.08 | 9.50 | 6.84 | -5.66 | 0.19 | 14.85 | 5.80 | 2.36 | 2.88 | 9.71 | 4.25 | 9.06 | 12.02 | 2.45 | 12.21 | 19.49 | 6.05 | 7.58 |
| Sharpe Ratio | NA | 0.36 | -0.60 | 0.16 | 0.20 | NA | NA | … | … | 0.06 | 0.16 | 0.14 | -1.85 | 1.13 | 1.91 | 1.12 | -0.75 | 1.98 | 1.31 | -1.10 | 0.03 | 1.98 | 1.16 | 0.23 | 0.28 | 1.20 | 0.79 | 0.61 | 1.07 | 0.04 | 1.45 | 2.96 | 1.31 | 1.24 |
| Standard Deviation(%) | NA | 8.87 | 8.98 | 9.00 | 7.39 | NA | NA | … | … | 9.01 | 8.92 | 7.48 | 10.33 | 9.26 | 8.62 | 4.24 | 7.20 | 4.48 | 5.06 | 5.15 | 5.72 | 7.47 | 4.96 | 10.30 | 10.11 | 8.03 | 4.22 | 9.90 | 8.19 | 6.33 | 7.77 | 6.35 | 3.78 | 4.27 |
| Draw Down(%) | NA | 5.66 | 21.55 | 23.48 | 23.48 | NA | NA | … | … | 0.67 | 5.66 | 7.10 | 18.44 | 4.27 | 9.24 | 3.96 | 9.97 | 1.78 | 2.91 | 7.50 | 5.90 | 5.81 | 3.63 | 9.94 | 9.98 | 4.66 | 2.72 | 6.97 | 9.80 | 4.79 | 7.48 | 3.34 | 2.95 | 2.98 |
| Yield(%) | NA | 2.92 | 2.98 | 2.68 | 2.46 | NA | NA | … | … | NA | 0.52 | 2.91 | 2.15 | 3.46 | 2.16 | 2.82 | 3.18 | 0.23 | 1.61 | 1.91 | 4.18 | 1.65 | 2.94 | 2.47 | 2.02 | 3.78 | 4.03 | 2.88 | 5.12 | 2.83 | 2.59 | 4.21 | 4.96 | 6.14 |
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 |
|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Tactical Asset Allocation Moderate |
-3.40%
Apr 2021 – Apr 2024 |
0.66%
May 2018 – May 2023 |
1.57%
Oct 2013 – Oct 2023 |
3.34%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIDER HEALTH CENTER INC 401K PLAN Tactical Asset Allocation Moderate |
13.33%
Apr 2003 – Apr 2006 |
11.82%
Oct 2002 – Oct 2007 |
8.95%
Apr 2001 – Apr 2011 |
7.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart