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 Strategic Asset Allocation – Optimal Moderate | NA | 22.82% | 1.88% | 6.26% | 6.12% | 7.60% | 7.07% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.02 | 22.82 | 1.88 | 6.26 | 6.12 | 7.60 | 7.07 | … | … | 0.39 | 7.94 | 13.05 | -14.95 | 8.74 | 14.67 | 19.12 | -5.03 | 11.83 | 7.88 | 0.41 | 5.63 | 16.82 | 14.09 | -0.95 | 13.75 | 28.38 | -24.80 | 10.30 | 11.89 | 9.30 | 9.96 | 20.90 | -9.43 | -2.49 |
| Sharpe Ratio | NA | 0.31 | -0.20 | 0.23 | 0.43 | NA | NA | … | … | 0.05 | 0.17 | 1.01 | -1.13 | 1.05 | 0.78 | 2.96 | -0.77 | 2.89 | 0.92 | 0.05 | 0.88 | 2.36 | 1.81 | -0.07 | 1.13 | 1.74 | -1.16 | 0.78 | 1.13 | 1.10 | 1.17 | 2.34 | -0.85 | -0.50 |
| Standard Deviation(%) | NA | 8.02 | 10.82 | 12.34 | 10.09 | NA | NA | … | … | 6.69 | 8.07 | 8.72 | 14.47 | 8.28 | 18.47 | 5.98 | 8.28 | 3.88 | 8.38 | 8.30 | 6.40 | 7.10 | 7.76 | 14.51 | 12.09 | 16.29 | 22.14 | 9.40 | 7.65 | 6.50 | 7.73 | 8.64 | 12.42 | 9.51 |
| Draw Down(%) | NA | 5.57 | 20.03 | 23.31 | 23.31 | NA | NA | … | … | 0.52 | 5.52 | 8.97 | 20.59 | 3.65 | 23.31 | 2.99 | 11.14 | 1.69 | 7.19 | 8.13 | 4.93 | 6.30 | 6.25 | 14.01 | 9.54 | 15.72 | 35.72 | 6.23 | 7.90 | 4.43 | 6.37 | 7.37 | 18.30 | 14.90 |
| Yield(%) | NA | 3.17 | 3.21 | 3.47 | 3.97 | NA | NA | … | … | NA | 0.61 | 3.20 | 2.87 | 3.07 | 3.95 | 3.81 | 6.01 | 0.27 | 4.85 | 6.77 | 4.73 | 2.58 | 4.50 | 3.05 | 3.82 | 3.78 | 4.88 | 6.21 | 4.94 | 3.71 | 2.89 | 2.76 | 3.26 | 3.97 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.67%
Feb 2006 – Feb 2009 |
-0.39%
Feb 2004 – Feb 2009 |
4.75%
Oct 2013 – Oct 2023 |
5.02%
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 Strategic Asset Allocation – Optimal Moderate |
19.81%
Feb 2009 – Feb 2012 |
16.76%
Feb 2009 – Feb 2014 |
10.72%
Feb 2009 – Feb 2019 |
9.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart