Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN Tactical Asset Allocation Moderate | NA | -6.02% | 10.49% | 9.86% | 8.93% | 9.41% | 10.73% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | -6.02 | 10.49 | 9.86 | 8.93 | 9.41 | 10.73 | … | … | -7.46 | 1.70 | 25.03 | 20.62 | 0.43 | 16.57 | 3.54 | 0.56 | 4.06 | 24.97 | 10.22 | 4.26 | 13.59 | 17.70 | 2.40 | 12.09 | 13.92 | 12.06 | 14.22 | 28.34 | 4.16 | 3.49 |
| Sharpe Ratio | NA | -0.71 | 0.50 | 0.57 | 0.73 | NA | NA | … | … | -0.68 | 0.12 | 1.14 | 1.81 | -0.07 | 2.61 | 0.33 | 0.06 | 0.44 | 2.86 | 1.11 | 0.27 | 0.98 | 2.10 | 9.21 | 0.89 | 1.26 | 1.48 | 1.58 | 3.21 | 0.91 | 0.35 |
| Standard Deviation(%) | NA | 10.43 | 16.36 | 14.24 | 11.93 | NA | NA | … | … | 11.38 | 13.53 | 21.78 | 10.61 | 12.78 | 6.11 | 10.15 | 9.50 | 9.26 | 8.70 | 9.13 | 15.47 | 13.82 | 8.40 | 0.16 | 10.26 | 8.42 | 6.70 | 8.42 | 8.60 | 3.35 | 3.43 |
| Draw Down(%) | NA | 11.49 | 21.73 | 21.73 | 21.73 | NA | NA | … | … | 8.94 | 13.15 | 21.73 | 5.01 | 15.88 | 2.42 | 9.47 | 8.81 | 5.96 | 5.53 | 8.10 | 13.10 | 12.70 | 4.45 | 0.15 | 7.76 | 9.56 | 5.04 | 8.24 | 3.97 | 2.42 | 4.41 |
| Yield(%) | NA | 6.40 | 7.71 | 6.48 | 4.70 | NA | NA | … | … | 1.81 | 5.38 | 6.23 | 11.57 | 4.18 | 6.25 | 1.45 | 3.55 | 3.25 | 3.42 | 2.95 | 2.38 | 2.33 | 3.06 | 2.55 | 5.71 | 5.20 | 4.30 | 3.43 | 3.45 | 3.88 | 3.40 |
Data as of 04/29/2022, 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 HEALTH GROUP LLC 401K PLAN Tactical Asset Allocation Moderate |
2.54%
Feb 2014 – Feb 2017 |
4.87%
Dec 2013 – Dec 2018 |
8.08%
Mar 2010 – Mar 2020 |
9.09%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEDMONT HEALTH GROUP LLC 401K PLAN Tactical Asset Allocation Moderate |
20.30%
Apr 2003 – Apr 2006 |
16.40%
Oct 2002 – Oct 2007 |
13.42%
Apr 2003 – Apr 2013 |
11.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart