Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANESTHESIA SERVICE MEDICAL GROUP INC. 401K PROFIT SHARING PLAN TRUST Tactical Asset Allocation Moderate | NA | 4.88% | 7.92% | 5.34% | 7.11% | NA | NA | … | … |
Data as of 04/30/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANESTHESIA SERVICE MEDICAL GROUP INC. 401K PROFIT SHARING PLAN TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 07/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 4.88 | 7.92 | 5.34 | 7.11 | NA | NA | … | … | 1.20 | 2.90 | 16.19 | 5.45 | -2.20 | 9.55 | 15.00 | 0.44 | 8.22 | 8.88 | 2.59 | 6.43 | 11.74 | 0.53 | 6.54 |
| Sharpe Ratio | NA | 0.35 | 1.47 | 0.94 | 0.86 | NA | NA | … | … | 0.32 | 0.61 | 2.45 | 1.07 | -0.22 | 0.95 | 2.16 | -0.12 | 0.60 | 1.01 | 0.07 | 0.84 | 2.05 | -0.14 | 1.16 |
| Standard Deviation(%) | NA | 3.59 | 5.33 | 6.71 | 6.94 | NA | NA | … | … | 3.74 | 4.70 | 6.60 | 5.06 | 10.08 | 9.96 | 6.90 | 3.94 | 8.63 | 5.52 | 5.68 | 6.56 | 5.38 | 3.95 | 3.66 |
| Draw Down(%) | NA | 2.33 | 4.63 | 11.29 | 11.29 | NA | NA | … | … | 2.25 | 3.43 | 4.63 | 4.53 | 11.29 | 8.54 | 3.86 | 3.36 | 5.93 | 4.87 | 4.36 | 6.03 | 4.01 | 5.59 | 2.77 |
| Yield(%) | NA | 3.97 | 3.55 | 3.40 | 3.60 | NA | NA | … | … | 1.31 | 3.42 | 2.69 | 4.74 | 1.43 | 4.23 | 4.84 | 2.91 | 5.38 | 3.65 | 2.33 | 2.67 | 3.12 | 5.20 | 6.65 |
Data as of 04/30/2015, 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 |
|---|---|---|---|---|
| ANESTHESIA SERVICE MEDICAL GROUP INC. 401K PROFIT SHARING PLAN TRUST Tactical Asset Allocation Moder |
3.87%
Apr 2011 – Apr 2014 |
4.56%
Oct 2007 – Oct 2012 |
5.84%
Nov 2001 – Nov 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANESTHESIA SERVICE MEDICAL GROUP INC. 401K PROFIT SHARING PLAN TRUST Tactical Asset Allocation Moder |
9.71%
Apr 2008 – Apr 2011 |
9.12%
May 2006 – May 2011 |
7.52%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart