Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate | NA | -5.49% | 6.80% | 5.73% | 5.12% | 5.64% | 7.21% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Tactical Asset Allocation 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 (%) | 2.79 | -5.49 | 6.80 | 5.73 | 5.12 | 5.64 | 7.21 | … | … | 6.08 | -14.82 | 10.67 | 17.22 | 18.30 | -6.12 | 11.28 | 6.90 | -6.24 | 2.06 | 16.18 | 5.37 | -0.71 | 9.87 | 17.84 | -0.55 | 8.14 | 12.76 | 6.46 | 13.88 | 19.73 | 0.90 | 6.54 |
| Sharpe Ratio | NA | -0.29 | 0.40 | 0.41 | 0.48 | NA | NA | … | … | 0.45 | -1.05 | 1.23 | 1.52 | 2.50 | -0.91 | 2.21 | 1.42 | -1.11 | 0.33 | 2.33 | 1.05 | -0.08 | 0.90 | 2.10 | -0.37 | 0.54 | 1.28 | 0.81 | 1.94 | 3.76 | -0.05 | 1.16 |
| Standard Deviation(%) | NA | 13.44 | 12.02 | 10.46 | 8.54 | NA | NA | … | … | 9.21 | 15.41 | 8.69 | 11.20 | 6.77 | 8.16 | 4.81 | 4.71 | 5.63 | 6.17 | 6.94 | 5.06 | 9.65 | 10.89 | 8.45 | 3.98 | 9.61 | 7.44 | 5.27 | 6.68 | 5.06 | 4.08 | 3.66 |
| Draw Down(%) | NA | 13.46 | 22.39 | 22.39 | 22.39 | NA | NA | … | … | 6.03 | 21.86 | 4.15 | 11.04 | 3.81 | 13.10 | 2.32 | 2.86 | 10.22 | 5.54 | 4.90 | 4.60 | 11.03 | 9.28 | 4.60 | 3.37 | 7.10 | 8.52 | 4.59 | 5.55 | 2.58 | 5.92 | 2.77 |
| Yield(%) | NA | 2.73 | 3.07 | 3.31 | 2.48 | NA | NA | … | … | 0.47 | 2.35 | 2.60 | 4.26 | 4.26 | 2.80 | 0.23 | 2.71 | 2.13 | 1.85 | 1.84 | 4.80 | 1.35 | 4.34 | 4.53 | 2.88 | 5.11 | 3.59 | 2.37 | 2.86 | 2.69 | 5.21 | 6.65 |
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 |
|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate |
0.76%
Dec 2013 – Dec 2016 |
1.34%
Dec 2013 – Dec 2018 |
4.35%
Sep 2012 – Sep 2022 |
4.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANESTHESIOLOGISTS ASSOCIATED P.C. PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate |
15.35%
Dec 2018 – Dec 2021 |
12.95%
Oct 2002 – Oct 2007 |
10.02%
Apr 2001 – Apr 2011 |
8.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart