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 Strategic Asset Allocation – Optimal Moderate | NA | 0.01% | 4.98% | 5.68% | 9.54% | 6.76% | NA | … | … |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 0.01 | 4.98 | 5.68 | 9.54 | 6.76 | NA | … | … | -3.68 | 10.74 | 4.68 | 1.51 | 8.37 | 18.46 | 15.04 | 0.36 | 14.96 | 25.20 | -24.90 | 8.22 | 8.26 | 8.87 | 7.67 | 14.27 | 5.11 | -4.15 |
| Sharpe Ratio | NA | -0.50 | 0.43 | 0.53 | 0.87 | NA | NA | … | … | -0.50 | 2.11 | 0.85 | 0.21 | 1.19 | 2.52 | 1.88 | 0.02 | 1.27 | 1.41 | -1.12 | 0.57 | 0.69 | 1.01 | 0.87 | 1.24 | 0.30 | -0.51 |
| Standard Deviation(%) | NA | 10.03 | 7.10 | 7.09 | 10.33 | NA | NA | … | … | 10.03 | 4.80 | 5.25 | 7.16 | 7.03 | 7.30 | 7.99 | 15.55 | 11.73 | 17.85 | 23.10 | 9.10 | 7.19 | 6.66 | 7.72 | 10.98 | 13.28 | 12.66 |
| Draw Down(%) | NA | 13.23 | 13.23 | 13.23 | 18.29 | NA | NA | … | … | 13.23 | 2.43 | 3.53 | 6.93 | 4.82 | 5.54 | 5.94 | 15.11 | 9.57 | 18.29 | 35.63 | 5.86 | 6.93 | 4.47 | 6.92 | 8.79 | 17.07 | 13.44 |
| Yield(%) | NA | 3.42 | 2.34 | 3.13 | 3.47 | NA | NA | … | … | 3.40 | 0.38 | 3.15 | 4.06 | 4.63 | 4.51 | 3.81 | 3.22 | 3.74 | 3.39 | 4.52 | 10.52 | 5.80 | 2.53 | 2.48 | 2.24 | 3.85 | 3.53 |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Op |
-8.32%
Feb 2006 – Feb 2009 |
-2.07%
Feb 2004 – Feb 2009 |
5.45%
Sep 2001 – Sep 2011 |
6.48%
May 2001 – May 2016 |
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 Strategic Asset Allocation – Op |
20.22%
Feb 2009 – Feb 2012 |
17.61%
Feb 2009 – Feb 2014 |
10.20%
Nov 2008 – Nov 2018 |
8.00%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart