Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC. Tactical Asset Allocation Moderate | NA | -3.29% | 3.18% | 1.05% | 5.94% | 7.04% | NA | … | … |
Data as of 08/30/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC. Tactical Asset Allocation Moderate | 12/31/2000 | 11/14/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | -3.29 | 3.18 | 1.05 | 5.94 | 7.04 | NA | … | … | 4.18 | -4.08 | 11.91 | 2.76 | -4.93 | 1.72 | 13.05 | 12.71 | 0.81 | 14.28 | 27.16 | -5.67 | 12.20 | 9.32 | 3.53 | 13.56 | 20.28 | 9.80 | 9.26 |
| Sharpe Ratio | NA | -0.12 | 0.53 | 0.24 | 0.64 | NA | NA | … | … | 0.51 | -0.71 | 2.09 | 0.44 | -0.83 | 0.26 | 1.86 | 2.33 | 0.08 | 1.19 | 2.81 | -1.01 | 0.69 | 0.63 | 0.21 | 1.62 | 3.95 | 1.89 | 1.57 |
| Standard Deviation(%) | NA | 5.89 | 6.29 | 6.13 | 7.41 | NA | NA | … | … | 5.62 | 7.63 | 5.40 | 5.78 | 6.01 | 6.48 | 6.99 | 5.43 | 9.54 | 11.94 | 9.62 | 6.54 | 13.23 | 9.63 | 6.62 | 7.79 | 4.96 | 4.60 | 4.43 |
| Draw Down(%) | NA | 5.08 | 10.44 | 10.44 | 10.67 | NA | NA | … | … | 2.91 | 10.44 | 3.31 | 5.57 | 8.93 | 7.78 | 6.24 | 4.06 | 9.95 | 8.13 | 4.66 | 8.44 | 10.46 | 13.44 | 4.83 | 10.48 | 2.78 | 4.38 | 2.93 |
| Yield(%) | NA | 3.21 | 2.32 | 3.37 | 3.53 | NA | NA | … | … | 2.61 | 2.29 | 0.44 | 3.53 | 4.94 | 4.36 | 1.82 | 5.10 | 4.26 | 4.80 | 5.09 | 3.12 | 4.82 | 2.99 | 3.33 | 4.54 | 5.99 | 7.11 | 9.01 |
Data as of 08/30/2019, 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 |
|---|---|---|---|---|
| 401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC. Tactical Asset Allocation Mode |
-0.35%
Feb 2014 – Feb 2017 |
1.06%
Aug 2014 – Aug 2019 |
5.46%
Sep 2009 – Sep 2019 |
6.57%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC. Tactical Asset Allocation Mode |
15.12%
Mar 2009 – Mar 2012 |
14.05%
Oct 2002 – Oct 2007 |
11.32%
Apr 2001 – Apr 2011 |
8.78%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart