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 Strategic Asset Allocation – Optimal Moderate | NA | 21.53% | 1.76% | 7.15% | 6.11% | 7.20% | 6.49% | … | … |
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 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 (%) | -0.83 | 21.53 | 1.76 | 7.15 | 6.11 | 7.20 | 6.49 | … | … | 0.17 | 7.12 | 16.47 | -15.98 | 9.55 | 17.11 | 18.10 | -5.94 | 11.92 | 7.01 | -0.55 | 4.17 | 17.66 | 11.95 | -1.66 | 11.54 | 21.03 | -22.39 | 7.76 | 12.60 | 7.46 | 11.05 | 22.90 | -10.25 | -3.83 |
| Sharpe Ratio | NA | 0.22 | -0.18 | 0.28 | 0.42 | NA | NA | … | … | 0.02 | 0.06 | 1.43 | -1.16 | 1.15 | 0.90 | 2.43 | -0.77 | 2.59 | 0.78 | -0.07 | 0.61 | 2.48 | 1.47 | -0.11 | 0.98 | 1.20 | -1.03 | 0.49 | 1.29 | 0.84 | 1.54 | 2.73 | -0.92 | -0.52 |
| Standard Deviation(%) | NA | 8.64 | 11.14 | 12.61 | 10.45 | NA | NA | … | … | 7.33 | 8.74 | 8.53 | 14.93 | 8.28 | 18.76 | 6.86 | 9.39 | 4.35 | 8.71 | 8.39 | 6.79 | 7.12 | 8.10 | 15.01 | 11.65 | 17.40 | 22.65 | 9.68 | 7.24 | 6.29 | 6.55 | 8.13 | 12.32 | 11.89 |
| Draw Down(%) | NA | 5.59 | 19.93 | 21.81 | 21.81 | NA | NA | … | … | 0.65 | 5.49 | 7.93 | 20.58 | 4.31 | 21.31 | 3.35 | 12.18 | 1.45 | 7.10 | 8.47 | 5.06 | 4.94 | 6.65 | 14.57 | 9.46 | 17.29 | 32.71 | 6.17 | 7.20 | 3.96 | 5.71 | 7.22 | 19.04 | 18.36 |
| Yield(%) | NA | 3.86 | 2.86 | 2.73 | 2.30 | NA | NA | … | … | NA | 1.25 | 3.38 | 1.86 | 2.48 | 2.33 | 2.68 | 2.32 | 0.28 | 2.22 | 2.60 | 1.75 | 1.60 | 2.58 | 3.14 | 2.33 | 2.77 | 2.76 | 4.07 | 4.48 | 3.82 | 2.48 | 3.15 | 1.18 | 2.29 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.72%
Feb 2006 – Feb 2009 |
-0.63%
Feb 2004 – Feb 2009 |
4.74%
Oct 2013 – Oct 2023 |
4.40%
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 Strategic Asset Allocation – Optimal Moderate |
16.85%
Feb 2009 – Feb 2012 |
14.74%
Feb 2009 – Feb 2014 |
9.45%
Feb 2009 – Feb 2019 |
8.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart