Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Optumbank HSA Investment Plan Tactical Asset Allocation Moderate | NA | 15.39% | 3.19% | 6.01% | 3.84% | 4.16% | 7.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Optumbank HSA Investment 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 (%) | -1.75 | 15.39 | 3.19 | 6.01 | 3.84 | 4.16 | 7.30 | … | … | 0.56 | 0.68 | 20.05 | -15.36 | 13.76 | 8.57 | 10.15 | -4.17 | 12.39 | 0.63 | -7.57 | 3.14 | 7.51 | 8.69 | -1.12 | 2.06 | 30.02 | -3.67 | 19.17 | 16.63 | 23.09 | 14.22 | 28.44 | 10.41 | 6.24 |
| Sharpe Ratio | NA | -0.46 | -0.23 | 0.24 | 0.22 | NA | NA | … | … | 0.06 | -0.63 | 1.91 | -1.56 | 1.43 | 0.78 | 1.73 | -0.72 | 2.46 | 0.08 | -1.08 | 0.56 | 1.06 | 1.75 | -0.10 | 0.17 | 2.88 | -0.72 | 1.19 | 1.43 | 2.78 | 1.69 | 5.82 | 2.88 | 1.21 |
| Standard Deviation(%) | NA | 9.25 | 9.48 | 9.79 | 8.16 | NA | NA | … | … | 9.06 | 9.34 | 8.26 | 10.71 | 9.62 | 10.66 | 5.05 | 7.58 | 4.78 | 5.56 | 7.04 | 5.54 | 7.08 | 4.93 | 11.61 | 11.34 | 10.38 | 6.36 | 13.60 | 9.33 | 7.52 | 7.85 | 4.77 | 3.22 | 3.23 |
| Draw Down(%) | NA | 7.15 | 13.52 | 15.65 | 15.65 | NA | NA | … | … | 0.71 | 7.15 | 6.32 | 15.65 | 5.82 | 14.04 | 2.88 | 10.16 | 2.07 | 5.82 | 11.72 | 5.19 | 6.91 | 3.51 | 11.68 | 13.72 | 4.91 | 6.25 | 10.78 | 13.71 | 5.47 | 9.45 | 2.79 | 2.01 | 3.05 |
| Yield(%) | NA | 4.73 | 4.22 | 3.46 | 3.30 | NA | NA | … | … | NA | 0.96 | 4.43 | 4.38 | 3.05 | 1.20 | 3.90 | 5.67 | 0.37 | 2.70 | 2.87 | 3.96 | 0.63 | 3.64 | 3.93 | 1.37 | 2.34 | 3.43 | 11.16 | 7.19 | 5.25 | 3.38 | 5.52 | 5.57 | 6.52 |
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 |
|---|---|---|---|---|
| Optumbank HSA Investment Plan Tactical Asset Allocation Moderate |
-1.97%
Nov 2013 – Nov 2016 |
0.63%
Apr 2011 – Apr 2016 |
2.49%
Dec 2012 – Dec 2022 |
3.58%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Optumbank HSA Investment Plan Tactical Asset Allocation Moderate |
24.56%
Oct 2004 – Oct 2007 |
21.62%
Oct 2002 – Oct 2007 |
14.47%
Apr 2001 – Apr 2011 |
9.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart