Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Tactical Asset Allocation Moderate | NA | 22.42% | 2.25% | 7.92% | 6.02% | 5.85% | 6.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mercy Health MyRetirement 401(k) 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 (%) | -1.06 | 22.42 | 2.25 | 7.92 | 6.02 | 5.85 | 6.21 | … | … | 0.37 | 6.80 | 14.16 | -15.07 | 13.39 | 19.50 | 8.16 | -5.13 | 13.02 | 9.88 | -2.84 | 0.70 | 14.43 | 5.03 | -0.48 | 4.87 | 5.98 | -3.11 | 14.20 | 12.67 | 5.77 | 9.18 | 18.55 | 7.84 | 7.57 |
| Sharpe Ratio | NA | 0.15 | -0.19 | 0.42 | 0.47 | NA | NA | … | … | 0.05 | 0.02 | 1.09 | -1.09 | 1.35 | 2.13 | 1.33 | -0.90 | 2.48 | 1.76 | -0.53 | 0.11 | 2.29 | 0.92 | -0.06 | 0.46 | 0.33 | -0.71 | 0.92 | 0.91 | 0.60 | 1.09 | 3.04 | 1.48 | 1.08 |
| Standard Deviation(%) | NA | 9.08 | 11.46 | 10.73 | 8.59 | NA | NA | … | … | 6.32 | 9.14 | 9.09 | 15.11 | 9.93 | 9.05 | 5.06 | 7.13 | 5.01 | 5.51 | 5.41 | 6.09 | 6.27 | 5.42 | 8.33 | 10.37 | 17.69 | 5.68 | 12.16 | 10.38 | 6.02 | 7.56 | 5.87 | 4.55 | 4.86 |
| Draw Down(%) | NA | 6.26 | 20.22 | 21.78 | 21.78 | NA | NA | … | … | 0.48 | 6.17 | 8.87 | 21.14 | 4.63 | 10.29 | 3.64 | 11.11 | 2.55 | 3.46 | 7.51 | 6.16 | 4.44 | 4.97 | 8.61 | 9.19 | 15.33 | 7.34 | 9.53 | 14.41 | 4.60 | 7.21 | 2.77 | 2.77 | 3.85 |
| Yield(%) | NA | 3.83 | 4.55 | 4.04 | 3.35 | NA | NA | … | … | NA | 0.45 | 3.88 | 4.24 | 5.11 | 3.23 | 3.89 | 2.30 | 0.14 | 4.76 | 2.07 | 3.97 | 7.07 | 3.52 | 2.23 | 1.75 | 4.05 | 3.83 | 4.97 | 2.92 | 2.68 | 4.24 | 4.61 | 6.79 | 7.78 |
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 |
|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Tactical Asset Allocation Moderate |
0.03%
Oct 2007 – Oct 2010 |
1.03%
Oct 2007 – Oct 2012 |
3.89%
Oct 2007 – Oct 2017 |
3.62%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mercy Health MyRetirement 401(k) Plan Tactical Asset Allocation Moderate |
15.29%
Oct 2004 – Oct 2007 |
13.59%
Oct 2002 – Oct 2007 |
8.51%
Apr 2001 – Apr 2011 |
7.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart