Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Strategic Asset Allocation – Optimal Moderate | NA | 22.77% | -0.52% | 3.58% | 4.10% | 6.64% | 6.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aqua Pharmaceuticals 401K 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 (%) | -1.30 | 22.77 | -0.52 | 3.58 | 4.10 | 6.64 | 6.60 | … | … | 0.01 | 5.34 | 10.42 | -16.71 | 3.25 | 15.54 | 14.54 | -5.56 | 11.72 | 5.92 | -2.06 | 8.41 | 11.56 | 15.34 | 2.06 | 16.93 | 30.10 | -25.88 | 10.71 | 14.51 | 10.37 | 15.12 | 28.74 | -8.27 | 4.03 |
| Sharpe Ratio | NA | -0.05 | -0.44 | 0.03 | 0.21 | NA | NA | … | … | -0.01 | -0.16 | 0.72 | -1.31 | 0.36 | 0.83 | 1.97 | -0.75 | 2.59 | 0.68 | -0.25 | 1.27 | 1.56 | 2.11 | 0.14 | 1.50 | 1.70 | -1.14 | 0.78 | 1.53 | 1.23 | 1.75 | 2.60 | -0.75 | 0.13 |
| Standard Deviation(%) | NA | 7.97 | 10.48 | 12.26 | 10.18 | NA | NA | … | … | 7.38 | 8.03 | 8.62 | 13.81 | 9.07 | 18.37 | 6.66 | 9.13 | 4.28 | 8.44 | 8.34 | 6.62 | 7.39 | 7.24 | 14.05 | 11.22 | 17.63 | 23.53 | 9.95 | 7.35 | 6.68 | 8.12 | 10.77 | 12.53 | 13.04 |
| Draw Down(%) | NA | 5.99 | 22.34 | 25.18 | 25.18 | NA | NA | … | … | 0.73 | 5.91 | 9.68 | 23.08 | 6.15 | 21.99 | 3.18 | 12.23 | 1.98 | 7.22 | 8.96 | 5.05 | 7.83 | 5.82 | 14.12 | 8.22 | 17.15 | 37.88 | 6.40 | 8.17 | 5.00 | 8.28 | 7.03 | 20.27 | 15.60 |
| Yield(%) | NA | 3.21 | 4.16 | 3.84 | 3.39 | NA | NA | … | … | NA | 0.71 | 3.07 | 3.51 | 5.37 | 4.30 | 2.13 | 4.14 | 0.42 | 2.84 | 3.64 | 3.94 | 3.38 | 3.38 | 3.35 | 2.80 | 3.36 | 3.93 | 11.79 | 8.31 | 5.44 | 4.28 | 2.97 | 2.57 | 2.68 |
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 |
|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Strategic Asset Allocation – Optimal Moderate |
-7.26%
Feb 2006 – Feb 2009 |
0.18%
Feb 2004 – Feb 2009 |
2.96%
Oct 2013 – Oct 2023 |
4.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Strategic Asset Allocation – Optimal Moderate |
23.52%
Feb 2009 – Feb 2012 |
18.46%
Feb 2009 – Feb 2014 |
11.32%
Mar 2003 – Mar 2013 |
9.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart