Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | -5.79% | 10.37% | 6.92% | 7.68% | 7.25% | 8.21% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED 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 (%) | 2.16 | -5.79 | 10.37 | 6.92 | 7.68 | 7.25 | 8.21 | … | … | 4.68 | -12.67 | 9.46 | 20.48 | 19.23 | -3.25 | 9.58 | 10.25 | 0.47 | 9.12 | 21.61 | 14.36 | 1.84 | 11.10 | 23.61 | -22.70 | 6.35 | 10.61 | 8.21 | 11.21 | 21.37 | -1.18 | 10.09 |
| Sharpe Ratio | NA | -0.25 | 0.43 | 0.41 | 0.63 | NA | NA | … | … | 0.30 | -0.93 | 1.05 | 1.07 | 2.46 | -0.46 | 1.74 | 1.24 | 0.05 | 1.29 | 3.13 | 1.83 | 0.13 | 1.00 | 1.44 | -1.05 | 0.38 | 1.18 | 1.05 | 1.59 | 2.26 | -0.18 | 0.82 |
| Standard Deviation(%) | NA | 13.31 | 11.87 | 12.73 | 10.52 | NA | NA | … | … | 9.28 | 15.04 | 8.99 | 18.92 | 7.25 | 9.92 | 5.14 | 8.13 | 9.08 | 7.06 | 6.89 | 7.82 | 14.05 | 11.07 | 16.32 | 22.44 | 8.75 | 6.23 | 5.75 | 6.45 | 9.17 | 12.68 | 9.48 |
| Draw Down(%) | NA | 11.40 | 18.92 | 22.02 | 22.02 | NA | NA | … | … | 6.38 | 18.86 | 4.46 | 22.02 | 3.78 | 12.44 | 2.71 | 7.09 | 7.59 | 4.87 | 4.30 | 5.83 | 12.55 | 9.69 | 18.56 | 33.41 | 5.65 | 5.14 | 3.52 | 5.44 | 9.00 | 15.29 | 9.83 |
| Yield(%) | NA | 3.26 | 2.65 | 3.39 | 3.20 | NA | NA | … | … | 0.85 | 2.79 | 0.99 | 3.32 | 3.63 | 5.47 | 0.89 | 3.44 | 4.48 | 2.96 | 4.11 | 2.10 | 2.34 | 2.90 | 3.11 | 3.99 | 5.39 | 5.50 | 3.47 | 4.27 | 3.57 | 4.37 | 5.90 |
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 |
|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Strategic Asset Allocation – Optimal M |
-7.67%
Feb 2006 – Feb 2009 |
-1.50%
Feb 2004 – Feb 2009 |
6.16%
Jan 2006 – Jan 2016 |
6.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Strategic Asset Allocation – Optimal M |
19.50%
Feb 2009 – Feb 2012 |
17.50%
Feb 2009 – Feb 2014 |
11.68%
Feb 2009 – Feb 2019 |
8.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart