Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APRIA HEALTHCARE GROUP INC. 401K SAVINGS PLAN TRUST Tactical Asset Allocation Moderate | NA | 21.93% | 5.53% | 8.81% | 7.67% | 8.99% | 9.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APRIA HEALTHCARE GROUP INC. 401K SAVINGS PLAN TRUST 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 (%) | -1.07 | 21.93 | 5.53 | 8.81 | 7.67 | 8.99 | 9.72 | … | … | 0.60 | 10.52 | 14.13 | -8.64 | 17.67 | 8.71 | 17.49 | -4.24 | 13.79 | 9.43 | -0.30 | 5.88 | 17.22 | 14.33 | 1.72 | 16.60 | 21.34 | 2.71 | 11.56 | 13.15 | 10.51 | 11.08 | 22.84 | 1.60 | 3.13 |
| Sharpe Ratio | NA | 0.60 | 0.14 | 0.46 | 0.58 | NA | NA | … | … | 0.06 | 0.46 | 1.28 | -0.75 | 2.03 | 0.43 | 2.67 | -0.66 | 3.22 | 1.08 | -0.04 | 0.81 | 2.40 | 1.77 | 0.11 | 1.41 | 2.15 | 0.30 | 0.86 | 1.21 | 1.27 | 1.24 | 3.29 | 0.09 | 0.14 |
| Standard Deviation(%) | NA | 8.54 | 10.17 | 12.39 | 10.18 | NA | NA | … | … | 8.67 | 8.56 | 7.73 | 13.31 | 8.67 | 19.50 | 6.02 | 8.42 | 4.09 | 8.57 | 8.63 | 7.28 | 7.16 | 8.08 | 14.79 | 11.72 | 9.90 | 5.95 | 9.91 | 8.14 | 6.56 | 8.18 | 6.73 | 5.40 | 5.97 |
| Draw Down(%) | NA | 5.38 | 12.99 | 23.95 | 23.95 | NA | NA | … | … | 0.62 | 5.30 | 6.53 | 13.56 | 3.35 | 23.95 | 2.66 | 11.43 | 1.45 | 6.66 | 7.48 | 4.97 | 5.47 | 5.99 | 13.27 | 8.87 | 4.86 | 5.03 | 6.71 | 9.45 | 4.44 | 6.66 | 3.23 | 5.11 | 6.38 |
| Yield(%) | NA | 4.61 | 3.32 | 4.19 | 4.43 | NA | NA | … | … | NA | 2.84 | 2.90 | 2.07 | 5.17 | 5.11 | 4.71 | 5.91 | 3.19 | 4.57 | 5.88 | 3.32 | 2.61 | 4.81 | 2.87 | 3.62 | 5.20 | 8.89 | 6.69 | 5.47 | 4.13 | 2.89 | 3.64 | 5.63 | 7.40 |
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 |
|---|---|---|---|---|
| APRIA HEALTHCARE GROUP INC. 401K SAVINGS PLAN TRUST Tactical Asset Allocation Moderate |
1.93%
Mar 2017 – Mar 2020 |
3.26%
Mar 2015 – Mar 2020 |
6.29%
Oct 2013 – Oct 2023 |
8.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRIA HEALTHCARE GROUP INC. 401K SAVINGS PLAN TRUST Tactical Asset Allocation Moderate |
15.81%
Feb 2009 – Feb 2012 |
14.63%
Feb 2009 – Feb 2014 |
12.62%
Apr 2003 – Apr 2013 |
11.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart