Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES 403(B) PLAN Tactical Asset Allocation Moderate | NA | 14.20% | -2.06% | 2.62% | 2.35% | 3.38% | 4.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAINT LUKES 403(B) 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 (%) | -0.57 | 14.20 | -2.06 | 2.62 | 2.35 | 3.38 | 4.85 | … | … | 0.32 | -4.10 | 5.71 | -13.88 | 7.33 | 12.86 | 3.63 | -2.12 | 6.03 | 7.96 | -6.24 | -1.59 | 14.53 | 7.72 | 1.22 | 4.22 | 16.28 | 1.91 | 10.79 | 10.83 | 5.94 | 11.23 | 19.20 | 8.29 | 7.72 |
| Sharpe Ratio | NA | -0.91 | -0.91 | -0.14 | -0.03 | NA | NA | … | … | 0.03 | -1.07 | 0.20 | -1.66 | 0.77 | 1.63 | 0.46 | -0.50 | 1.11 | 1.91 | -1.25 | -0.28 | 2.19 | 1.62 | 0.14 | 0.46 | 2.76 | 0.18 | 0.82 | 0.98 | 0.58 | 1.28 | 3.26 | 1.63 | 1.06 |
| Standard Deviation(%) | NA | 9.94 | 8.91 | 8.83 | 7.24 | NA | NA | … | … | 9.20 | 10.00 | 7.25 | 9.20 | 9.51 | 7.75 | 4.79 | 6.83 | 4.85 | 4.05 | 5.02 | 5.66 | 6.61 | 4.74 | 8.41 | 8.89 | 5.86 | 5.52 | 9.56 | 7.72 | 6.45 | 8.02 | 5.68 | 4.42 | 5.10 |
| Draw Down(%) | NA | 11.02 | 17.44 | 19.89 | 19.89 | NA | NA | … | … | 0.75 | 11.01 | 6.37 | 14.80 | 4.88 | 8.65 | 3.76 | 9.02 | 4.47 | 2.93 | 8.03 | 5.60 | 4.10 | 4.42 | 8.31 | 8.33 | 2.90 | 4.19 | 6.93 | 9.50 | 4.73 | 6.69 | 3.50 | 2.43 | 4.03 |
| Yield(%) | NA | 5.11 | 6.40 | 6.11 | 4.58 | NA | NA | … | … | NA | 0.58 | 5.21 | 6.66 | 6.31 | 6.18 | 6.05 | 5.95 | 0.26 | 2.96 | 2.09 | 3.56 | 3.46 | 5.31 | 1.86 | 5.91 | 6.10 | 3.89 | 5.09 | 4.85 | 4.53 | 3.80 | 4.73 | 6.67 | 7.70 |
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 |
|---|---|---|---|---|
| SAINT LUKES 403(B) PLAN Tactical Asset Allocation Moderate |
-4.42%
Dec 2021 – Dec 2024 |
-0.20%
Sep 2018 – Sep 2023 |
1.09%
Oct 2013 – Oct 2023 |
2.62%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAINT LUKES 403(B) PLAN Tactical Asset Allocation Moderate |
13.36%
Mar 2003 – Mar 2006 |
12.38%
Oct 2002 – Oct 2007 |
10.07%
Apr 2001 – Apr 2011 |
7.58%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart