Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLC PEDIATRICS P.A. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.70% | 0.52% | 4.70% | 4.87% | 6.44% | 6.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLC PEDIATRICS P.A. 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 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 (%) | -1.12 | 23.70 | 0.52 | 4.70 | 4.87 | 6.44 | 6.91 | … | … | 0.57 | 7.19 | 12.52 | -17.06 | 3.80 | 15.76 | 20.15 | -6.04 | 13.49 | 3.78 | -0.70 | 2.88 | 14.99 | 13.18 | -4.08 | 14.97 | 30.82 | -29.79 | 18.73 | 16.56 | 15.44 | 15.59 | 37.69 | -2.33 | 4.24 |
| Sharpe Ratio | NA | 0.21 | -0.32 | 0.10 | 0.31 | NA | NA | … | … | 0.06 | 0.07 | 0.87 | -1.42 | 0.45 | 0.84 | 2.69 | -0.77 | 2.55 | 0.42 | -0.09 | 0.41 | 1.97 | 1.60 | -0.26 | 1.15 | 1.74 | -1.22 | 1.39 | 1.48 | 1.82 | 1.63 | 4.78 | -0.38 | 0.22 |
| Standard Deviation(%) | NA | 9.06 | 10.71 | 12.32 | 10.31 | NA | NA | … | … | 7.92 | 9.12 | 9.50 | 13.02 | 8.31 | 18.56 | 6.97 | 9.56 | 5.04 | 8.54 | 8.21 | 7.03 | 7.61 | 8.19 | 16.00 | 12.93 | 17.69 | 25.13 | 11.29 | 9.00 | 7.28 | 9.01 | 7.74 | 9.08 | 8.90 |
| Draw Down(%) | NA | 5.65 | 21.54 | 23.70 | 23.70 | NA | NA | … | … | 0.73 | 5.65 | 9.73 | 21.98 | 5.61 | 23.04 | 3.31 | 13.48 | 1.78 | 7.45 | 8.43 | 6.28 | 7.02 | 7.05 | 17.55 | 10.27 | 18.18 | 42.37 | 8.74 | 11.77 | 6.06 | 10.21 | 6.71 | 15.54 | 12.30 |
| Yield(%) | NA | 5.10 | 4.34 | 4.02 | 3.61 | NA | NA | … | … | NA | 0.55 | 5.22 | 3.89 | 3.22 | 4.57 | 2.50 | 3.83 | 0.34 | 2.51 | 4.57 | 5.26 | 2.76 | 3.54 | 4.52 | 3.60 | 3.50 | 5.74 | 5.70 | 4.22 | 3.76 | 5.56 | 3.92 | 3.89 | 3.82 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| TLC PEDIATRICS P.A. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.19%
Feb 2006 – Feb 2009 |
1.55%
Oct 2017 – Oct 2022 |
3.26%
Oct 2013 – Oct 2023 |
3.49%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLC PEDIATRICS P.A. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
25.84%
Mar 2003 – Mar 2006 |
21.72%
Oct 2002 – Oct 2007 |
12.02%
Mar 2003 – Mar 2013 |
10.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart