Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMNICARE EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 22.87% | 1.91% | 7.07% | 6.49% | 8.19% | 8.55% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMNICARE EMPLOYEES SAVINGS AND INVESTMENT 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 (%) | -0.85 | 22.87 | 1.91 | 7.07 | 6.49 | 8.19 | 8.55 | … | … | 0.62 | 12.40 | 16.30 | -16.78 | 11.29 | 14.13 | 17.39 | -4.26 | 11.43 | 9.23 | -0.51 | 7.42 | 17.52 | 12.64 | 3.71 | 15.55 | 9.15 | 5.11 | 8.38 | 14.71 | 8.22 | 11.54 | 24.07 | 2.86 | -10.82 |
| Sharpe Ratio | NA | 0.76 | -0.03 | 0.32 | 0.45 | NA | NA | … | … | 0.05 | 0.60 | 1.44 | -1.15 | 1.15 | 0.71 | 2.23 | -0.59 | 2.35 | 1.07 | -0.06 | 0.98 | 2.40 | 1.54 | 0.25 | 1.38 | 0.87 | 0.63 | 0.52 | 1.41 | 0.93 | 1.53 | 3.45 | 0.28 | -1.43 |
| Standard Deviation(%) | NA | 9.68 | 11.73 | 13.43 | 10.99 | NA | NA | … | … | 10.26 | 9.73 | 8.34 | 15.76 | 9.84 | 19.71 | 7.16 | 9.50 | 4.59 | 8.40 | 8.74 | 7.53 | 7.29 | 8.15 | 14.60 | 11.18 | 10.36 | 6.69 | 10.41 | 8.13 | 6.52 | 6.92 | 6.78 | 6.24 | 9.15 |
| Draw Down(%) | NA | 5.49 | 19.93 | 22.77 | 22.77 | NA | NA | … | … | 0.76 | 5.49 | 7.72 | 21.23 | 4.84 | 21.60 | 3.37 | 12.88 | 1.96 | 6.67 | 7.68 | 5.09 | 4.18 | 5.88 | 12.00 | 7.66 | 8.44 | 4.92 | 6.99 | 8.90 | 4.93 | 6.97 | 2.65 | 4.94 | 15.57 |
| Yield(%) | NA | 3.05 | 2.63 | 2.56 | 2.29 | NA | NA | … | … | NA | 1.46 | 2.93 | 1.98 | 2.56 | 2.55 | 2.60 | 1.85 | 2.17 | 1.92 | 2.08 | 1.81 | 1.51 | 2.94 | 3.31 | 2.65 | 5.41 | 4.58 | 6.99 | 5.41 | 4.05 | 2.55 | 5.06 | 3.47 | 1.57 |
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 |
|---|---|---|---|---|
| OMNICARE EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.54%
Apr 2021 – Apr 2024 |
2.97%
Sep 2017 – Sep 2022 |
5.19%
Oct 2013 – Oct 2023 |
6.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMNICARE EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.08%
Apr 2003 – Apr 2006 |
14.18%
May 2002 – May 2007 |
11.50%
Apr 2003 – Apr 2013 |
10.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart