Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 30.83% | 11.17% | 10.60% | 7.22% | 7.88% | 7.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN 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 (%) | -0.80 | 30.83 | 11.17 | 10.60 | 7.22 | 7.88 | 7.25 | … | … | 0.35 | 17.69 | 20.90 | -4.25 | 7.26 | 9.71 | 16.73 | -7.22 | 11.37 | 5.73 | -1.65 | 4.35 | 13.26 | 10.53 | -2.82 | 16.39 | 25.90 | -25.39 | 6.51 | 14.02 | 12.39 | 17.00 | 26.82 | -0.57 | 4.00 |
| Sharpe Ratio | NA | 1.94 | 0.80 | 0.66 | 0.59 | NA | NA | … | … | 0.05 | 1.74 | 2.29 | -0.46 | 0.87 | 0.52 | 2.43 | -1.01 | 2.65 | 0.65 | -0.20 | 0.70 | 1.97 | 1.35 | -0.19 | 1.32 | 1.33 | -1.11 | 0.35 | 1.56 | 1.77 | 2.35 | 4.34 | -0.23 | 0.23 |
| Standard Deviation(%) | NA | 6.31 | 8.99 | 11.34 | 9.54 | NA | NA | … | … | 6.08 | 6.37 | 7.28 | 12.19 | 8.35 | 18.18 | 6.31 | 8.45 | 4.05 | 8.51 | 8.33 | 6.18 | 6.70 | 7.74 | 15.11 | 12.39 | 19.34 | 23.66 | 10.09 | 6.91 | 5.79 | 6.85 | 6.02 | 7.45 | 7.28 |
| Draw Down(%) | NA | 3.33 | 13.00 | 24.55 | 24.55 | NA | NA | … | … | 0.42 | 3.33 | 4.58 | 13.39 | 4.54 | 24.55 | 3.42 | 13.11 | 1.66 | 7.72 | 8.91 | 5.25 | 5.38 | 7.21 | 14.98 | 8.52 | 17.73 | 37.27 | 6.94 | 9.07 | 3.81 | 7.27 | 5.39 | 14.23 | 10.29 |
| Yield(%) | NA | 13.96 | 9.53 | 6.85 | 4.48 | NA | NA | … | … | NA | 4.66 | 13.14 | 6.89 | 3.20 | 3.39 | 2.23 | 2.19 | 0.87 | 2.58 | 2.71 | 2.35 | 2.42 | 2.13 | 1.91 | 1.51 | 2.20 | 4.90 | 7.28 | 5.72 | 4.86 | 3.08 | 2.46 | 2.79 | 2.99 |
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 |
|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.49%
Feb 2006 – Feb 2009 |
0.11%
Feb 2004 – Feb 2009 |
4.20%
Mar 2010 – Mar 2020 |
3.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.58%
Mar 2003 – Mar 2006 |
16.58%
Oct 2002 – Oct 2007 |
9.70%
Mar 2003 – Mar 2013 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart