Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Strategic Asset Allocation – Optimal Moderate | NA | 38.23% | 12.48% | 12.51% | 8.27% | 8.73% | 7.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN 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 (%) | -0.79 | 38.23 | 12.48 | 12.51 | 8.27 | 8.73 | 7.72 | … | … | 1.08 | 23.05 | 25.43 | -12.33 | 11.95 | 19.98 | 10.47 | -3.86 | 5.08 | 6.25 | 0.90 | 3.41 | 17.63 | 13.25 | 0.17 | 10.44 | 23.10 | -25.55 | 10.44 | 12.50 | 9.85 | 13.25 | 21.30 | -1.82 | 4.07 |
| Sharpe Ratio | NA | 1.92 | 0.89 | 0.79 | 0.59 | NA | NA | … | … | 0.10 | 1.76 | 2.62 | -0.91 | 1.07 | 1.05 | 0.92 | -0.46 | 0.80 | 0.70 | 0.10 | 0.49 | 2.62 | 1.70 | 0.01 | 0.90 | 1.31 | -1.20 | 0.78 | 1.18 | 1.29 | 1.80 | 2.38 | -0.26 | 0.20 |
| Standard Deviation(%) | NA | 9.33 | 10.73 | 13.12 | 11.23 | NA | NA | … | … | 10.18 | 9.34 | 8.07 | 15.07 | 11.19 | 18.77 | 9.85 | 11.23 | 5.60 | 8.63 | 8.61 | 6.90 | 6.71 | 7.75 | 13.71 | 11.47 | 17.52 | 22.03 | 9.50 | 7.85 | 5.95 | 6.85 | 8.64 | 11.23 | 8.94 |
| Draw Down(%) | NA | 5.63 | 13.89 | 19.76 | 21.41 | NA | NA | … | … | 0.71 | 5.63 | 4.98 | 19.40 | 5.45 | 19.76 | 5.72 | 13.59 | 4.67 | 7.44 | 7.99 | 5.88 | 4.45 | 5.75 | 12.89 | 9.28 | 17.46 | 35.68 | 6.06 | 8.59 | 3.74 | 4.85 | 8.25 | 17.02 | 12.01 |
| Yield(%) | NA | 16.58 | 12.52 | 9.05 | 7.01 | NA | NA | … | … | NA | 4.56 | 15.35 | 7.36 | 9.79 | 6.42 | 1.09 | 12.59 | 0.63 | 3.18 | 5.14 | 3.92 | 3.16 | 2.55 | 1.75 | 2.00 | 1.29 | 2.34 | 3.59 | 4.60 | 5.77 | 3.01 | 2.08 | 2.75 | 3.32 |
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 |
|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Strategic Asset Allocation – Optimal Moderate |
-7.50%
Feb 2006 – Feb 2009 |
-0.18%
Feb 2004 – Feb 2009 |
4.64%
Dec 2007 – Dec 2017 |
4.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEDMONT HEALTHCARE INC. 401K TOMORROWPLAN Strategic Asset Allocation – Optimal Moderate |
18.01%
Mar 2003 – Mar 2006 |
15.62%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
9.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart