Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -13.08% | 7.78% | 6.57% | 6.71% | 5.67% | 6.81% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS 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 (%) | -2.60 | -13.08 | 7.78 | 6.57 | 6.71 | 5.67 | 6.81 | … | … | -19.88 | 12.45 | 24.39 | 10.99 | -3.10 | 17.77 | 5.67 | -5.73 | 7.37 | 15.95 | 8.21 | -4.31 | 8.77 | 10.47 | -5.05 | 9.03 | 12.51 | 4.91 | 11.10 | 21.18 | -3.03 | 2.31 |
| Sharpe Ratio | NA | -0.91 | 0.35 | 0.28 | 0.49 | NA | NA | … | … | -0.92 | 0.80 | 1.60 | 0.62 | -0.36 | 2.67 | 0.75 | -0.68 | 0.70 | 2.28 | 1.39 | -0.37 | 0.81 | 1.20 | -1.61 | 0.55 | 1.11 | 0.45 | 1.23 | 2.56 | -0.87 | 0.01 |
| Standard Deviation(%) | NA | 18.36 | 17.40 | 14.99 | 12.04 | NA | NA | … | … | 21.85 | 15.55 | 15.14 | 15.40 | 12.34 | 6.41 | 7.28 | 8.51 | 10.54 | 6.99 | 5.89 | 11.65 | 10.75 | 8.64 | 3.71 | 11.01 | 8.31 | 6.11 | 8.24 | 8.00 | 4.75 | 0.05 |
| Draw Down(%) | NA | 25.75 | 25.75 | 25.75 | 25.75 | NA | NA | … | … | 24.39 | 9.27 | 11.24 | 12.46 | 14.88 | 2.84 | 4.97 | 9.50 | 7.98 | 3.97 | 4.73 | 13.13 | 8.63 | 4.78 | 5.53 | 7.72 | 10.12 | 4.58 | 7.56 | 3.82 | 6.97 | 0.00 |
| Yield(%) | NA | 7.47 | 6.46 | 4.76 | 3.49 | NA | NA | … | … | 0.65 | 7.51 | 6.29 | 5.94 | 4.03 | 0.12 | 2.35 | 0.01 | 4.07 | 4.34 | 0.99 | 0.95 | 0.84 | 0.90 | 0.77 | 6.10 | 6.31 | 4.39 | 1.21 | 1.45 | 0.91 | 2.31 |
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 |
|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
1.50%
Jun 2007 – Jun 2010 |
2.30%
Oct 2007 – Oct 2012 |
4.77%
Apr 2006 – Apr 2016 |
5.00%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFA HEALTHCARE CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
15.79%
Dec 2018 – Dec 2021 |
12.37%
Oct 2016 – Oct 2021 |
9.09%
Oct 2011 – Oct 2021 |
8.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart