Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Strategic Asset Allocation – Optimal Moderate | NA | 22.99% | 0.33% | 6.43% | 6.07% | 7.09% | 6.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement 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 (%) | -0.99 | 22.99 | 0.33 | 6.43 | 6.07 | 7.09 | 6.91 | … | … | 0.48 | 7.42 | 10.33 | -16.12 | 3.06 | 24.28 | 20.83 | -6.02 | 15.01 | 5.66 | 0.11 | 2.73 | 11.75 | 10.62 | -0.10 | 15.95 | 23.70 | -22.38 | 11.99 | 14.51 | 9.10 | 11.86 | 24.91 | -5.41 | -0.78 |
| Sharpe Ratio | NA | 0.26 | -0.32 | 0.19 | 0.40 | NA | NA | … | … | 0.04 | 0.09 | 0.68 | -1.20 | 0.30 | 1.33 | 2.77 | -0.73 | 2.90 | 0.66 | 0.01 | 0.40 | 1.65 | 1.38 | -0.01 | 1.32 | 1.43 | -1.08 | 0.87 | 1.30 | 1.06 | 1.33 | 3.03 | -0.62 | -0.32 |
| Standard Deviation(%) | NA | 9.43 | 11.32 | 12.79 | 10.64 | NA | NA | … | … | 9.72 | 9.49 | 8.89 | 14.64 | 10.29 | 18.07 | 7.02 | 10.00 | 4.96 | 8.30 | 8.50 | 6.70 | 7.10 | 7.68 | 13.60 | 11.99 | 16.56 | 21.61 | 10.36 | 8.63 | 6.51 | 8.24 | 7.99 | 10.52 | 9.65 |
| Draw Down(%) | NA | 6.05 | 22.48 | 25.40 | 25.40 | NA | NA | … | … | 0.83 | 6.05 | 9.24 | 22.86 | 8.02 | 19.75 | 3.73 | 13.16 | 2.50 | 6.36 | 9.16 | 5.25 | 6.37 | 6.43 | 12.96 | 8.22 | 17.04 | 33.12 | 7.00 | 10.33 | 4.56 | 8.85 | 6.78 | 16.56 | 15.62 |
| Yield(%) | NA | 2.88 | 3.68 | 3.37 | 2.85 | NA | NA | … | … | NA | 0.65 | 2.84 | 3.09 | 4.31 | 3.50 | 2.45 | 2.95 | 0.41 | 2.38 | 3.29 | 2.73 | 2.02 | 2.18 | 2.41 | 2.11 | 2.63 | 5.34 | 6.52 | 7.50 | 3.97 | 3.39 | 2.84 | 3.35 | 3.56 |
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 |
|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Strategic Asset Allocation – Optima |
-5.67%
Feb 2006 – Feb 2009 |
0.54%
Feb 2004 – Feb 2009 |
4.36%
Oct 2013 – Oct 2023 |
4.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Strategic Asset Allocation – Optima |
20.10%
Feb 2009 – Feb 2012 |
15.27%
Feb 2009 – Feb 2014 |
9.85%
Mar 2003 – Mar 2013 |
8.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart