Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | -5.27% | 15.03% | 11.45% | 10.34% | 9.11% | 9.79% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.09 | -5.27 | 15.03 | 11.45 | 10.34 | 9.11 | 9.79 | … | … | 7.16 | -14.96 | 7.95 | 50.54 | 17.29 | 0.72 | 11.60 | 7.28 | 5.68 | 8.94 | 19.74 | 14.32 | 1.06 | 12.11 | 25.43 | -22.62 | 8.54 | 8.30 | 10.92 | 11.50 | 26.85 | -14.76 | -10.34 |
| Sharpe Ratio | NA | -0.13 | 0.79 | 0.86 | 0.98 | NA | NA | … | … | 0.75 | -1.63 | 1.28 | 3.23 | 1.85 | -0.04 | 2.26 | 0.88 | 0.62 | 1.24 | 2.84 | 1.89 | 0.08 | 1.14 | 1.64 | -1.09 | 0.62 | 0.65 | 1.30 | 1.40 | 2.35 | -1.02 | -0.72 |
| Standard Deviation(%) | NA | 8.93 | 10.25 | 11.14 | 9.58 | NA | NA | … | … | 6.99 | 10.02 | 6.22 | 15.60 | 8.60 | 13.60 | 4.85 | 8.03 | 9.04 | 7.17 | 6.94 | 7.56 | 13.61 | 10.59 | 15.42 | 21.56 | 8.89 | 7.79 | 6.71 | 7.56 | 11.13 | 15.60 | 17.54 |
| Draw Down(%) | NA | 8.65 | 18.57 | 18.57 | 18.57 | NA | NA | … | … | 3.20 | 17.33 | 3.43 | 12.95 | 5.12 | 15.86 | 2.62 | 7.04 | 6.62 | 4.64 | 4.72 | 5.73 | 12.53 | 8.79 | 15.75 | 32.81 | 5.44 | 7.79 | 4.33 | 6.15 | 6.32 | 21.43 | 27.06 |
| Yield(%) | NA | 3.09 | 4.56 | 5.74 | 4.69 | NA | NA | … | … | 0.71 | 2.49 | 3.10 | 8.39 | 5.87 | 9.63 | 0.32 | 2.36 | 7.42 | 4.92 | 4.13 | 2.44 | 2.41 | 2.72 | 3.44 | 4.23 | 5.01 | 3.71 | 2.33 | 2.97 | 2.08 | 2.99 | 2.42 |
Data as of 03/31/2023, 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 |
|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-6.87%
Feb 2006 – Feb 2009 |
-0.19%
Feb 2004 – Feb 2009 |
4.92%
Feb 2001 – Feb 2011 |
5.99%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCESS MEDIQUIP LLC PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
23.99%
Dec 2018 – Dec 2021 |
17.81%
Feb 2016 – Feb 2021 |
14.29%
Sep 2011 – Sep 2021 |
10.73%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart