Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 0.03% | -2.83% | 4.37% | 4.96% | 6.35% | 5.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYNTHES U.S.A. RETIREMENT 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 (%) | -18.08 | 0.03 | -2.83 | 4.37 | 4.96 | 6.35 | 5.40 | … | … | 0.43 | 5.78 | 15.52 | -11.93 | 6.45 | 20.56 | 17.78 | -3.50 | 12.45 | 6.30 | 0.36 | 3.23 | 18.53 | 10.01 | -3.05 | 13.19 | 20.33 | -23.65 | 5.97 | 9.13 | 6.61 | 12.13 | 21.53 | -7.95 | 0.84 |
| Sharpe Ratio | NA | 0.00 | -0.05 | 0.19 | 0.30 | NA | NA | … | … | 0.05 | -0.02 | 1.42 | -0.95 | 0.65 | 1.08 | 1.95 | -0.47 | 2.24 | 0.68 | 0.04 | 0.43 | 2.69 | 1.14 | -0.18 | 1.05 | 1.17 | -1.08 | 0.30 | 0.77 | 0.77 | 1.75 | 2.29 | -0.84 | -0.17 |
| Standard Deviation(%) | NA | 40.32 | 25.09 | 21.61 | 16.44 | NA | NA | … | … | 6.79 | 40.32 | 7.93 | 14.07 | 9.87 | 18.78 | 8.41 | 10.27 | 5.28 | 8.97 | 9.27 | 7.44 | 6.88 | 8.77 | 16.92 | 12.52 | 17.25 | 22.76 | 10.09 | 7.60 | 5.75 | 6.40 | 9.10 | 10.73 | 8.43 |
| Draw Down(%) | NA | 19.10 | 19.10 | 20.92 | 20.92 | NA | NA | … | … | 0.50 | 19.10 | 6.63 | 17.45 | 6.65 | 20.92 | 4.90 | 13.59 | 2.52 | 8.90 | 9.57 | 5.43 | 4.32 | 7.77 | 17.28 | 9.88 | 17.43 | 33.25 | 7.06 | 8.83 | 3.84 | 5.85 | 7.94 | 17.07 | 12.41 |
| Yield(%) | NA | 5.66 | 5.73 | 4.47 | 3.56 | NA | NA | … | … | NA | 0.52 | 6.05 | 3.65 | 6.92 | 2.50 | 3.05 | 3.17 | 0.31 | 3.03 | 2.96 | 3.67 | 4.03 | 1.45 | 0.68 | 0.68 | 0.85 | 3.34 | 4.81 | 5.91 | 2.76 | 1.71 | 0.69 | 1.19 | 2.79 |
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 |
|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-8.59%
Feb 2006 – Feb 2009 |
-1.86%
Feb 2004 – Feb 2009 |
3.79%
Feb 2006 – Feb 2016 |
4.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYNTHES U.S.A. RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
16.48%
Feb 2009 – Feb 2012 |
14.47%
Feb 2009 – Feb 2014 |
9.67%
Feb 2009 – Feb 2019 |
9.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart