Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRYANLGH HEALTH SYSTEM RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.49% | 5.16% | 9.77% | 8.00% | 9.40% | 10.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRYANLGH HEALTH SYSTEM RETIREMENT SAVINGS 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 (%) | -1.57 | 23.49 | 5.16 | 9.77 | 8.00 | 9.40 | 10.31 | … | … | 0.73 | 5.79 | 13.65 | -10.37 | 15.49 | 18.69 | 17.06 | -2.66 | 12.41 | 5.86 | 0.53 | 4.15 | 16.26 | 14.42 | 2.40 | 20.17 | 23.86 | 2.99 | 9.84 | 20.87 | 8.92 | 15.96 | 24.54 | 6.22 | 3.99 |
| Sharpe Ratio | NA | 0.06 | -0.07 | 0.45 | 0.53 | NA | NA | … | … | 0.07 | -0.08 | 1.16 | -0.89 | 1.50 | 0.98 | 2.64 | -0.43 | 2.82 | 0.68 | 0.05 | 0.54 | 2.24 | 1.96 | 0.15 | 1.53 | 2.20 | 0.35 | 0.73 | 2.19 | 0.97 | 1.78 | 4.25 | 1.10 | 0.30 |
| Standard Deviation(%) | NA | 10.51 | 10.82 | 12.75 | 10.52 | NA | NA | … | … | 9.32 | 10.54 | 8.08 | 13.22 | 10.31 | 18.81 | 5.93 | 9.20 | 4.18 | 8.29 | 9.41 | 7.60 | 7.24 | 7.35 | 15.74 | 13.11 | 10.79 | 5.96 | 9.36 | 8.04 | 6.93 | 8.44 | 5.62 | 4.65 | 5.65 |
| Draw Down(%) | NA | 8.48 | 14.86 | 20.79 | 20.79 | NA | NA | … | … | 0.73 | 8.48 | 6.87 | 15.44 | 6.06 | 20.79 | 2.67 | 12.67 | 1.56 | 6.78 | 10.17 | 5.81 | 7.39 | 5.02 | 14.08 | 8.20 | 5.08 | 5.01 | 6.05 | 6.51 | 4.14 | 9.57 | 2.32 | 2.45 | 5.22 |
| Yield(%) | NA | 4.98 | 5.18 | 5.00 | 4.77 | NA | NA | … | … | NA | 1.27 | 5.17 | 2.30 | 8.00 | 7.13 | 3.74 | 3.41 | 5.88 | 5.26 | 4.13 | 4.09 | 7.08 | 5.11 | 2.44 | 4.30 | 5.60 | 9.12 | 6.44 | 5.46 | 4.24 | 3.74 | 4.49 | 6.34 | 8.09 |
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 |
|---|---|---|---|---|
| BRYANLGH HEALTH SYSTEM RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
2.52%
Dec 2021 – Dec 2024 |
3.49%
Mar 2015 – Mar 2020 |
6.28%
Oct 2013 – Oct 2023 |
8.57%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRYANLGH HEALTH SYSTEM RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
18.05%
Mar 2003 – Mar 2006 |
16.25%
Oct 2002 – Oct 2007 |
14.77%
May 2001 – May 2011 |
12.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart