Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 27.87% | 9.47% | 11.16% | 7.53% | 8.14% | 8.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN Tactical Asset Allocation 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 (%) | -0.74 | 27.87 | 9.47 | 11.16 | 7.53 | 8.14 | 8.49 | … | … | 0.84 | 16.34 | 26.35 | -10.90 | 11.40 | 13.31 | 19.77 | -10.65 | 11.78 | 5.36 | -0.84 | 6.14 | 14.86 | 11.72 | 4.27 | 7.61 | 18.18 | 1.88 | 11.94 | 8.60 | 3.76 | 11.68 | 9.57 | -7.06 | 4.60 |
| Sharpe Ratio | NA | 1.44 | 0.60 | 0.65 | 0.56 | NA | NA | … | … | 0.11 | 1.22 | 2.91 | -0.85 | 1.09 | 0.69 | 2.42 | -1.21 | 2.31 | 0.58 | -0.10 | 0.85 | 1.98 | 1.36 | 0.31 | 0.81 | 1.93 | 1.43 | 0.81 | 0.66 | 0.19 | 1.31 | 1.05 | -1.37 | 1.09 |
| Standard Deviation(%) | NA | 7.92 | 10.51 | 12.66 | 10.66 | NA | NA | … | … | 7.13 | 8.02 | 7.60 | 14.45 | 10.40 | 18.97 | 7.58 | 9.92 | 4.82 | 8.95 | 8.89 | 7.17 | 7.48 | 8.59 | 13.82 | 9.32 | 9.35 | 0.67 | 11.00 | 8.09 | 8.17 | 8.18 | 8.48 | 5.98 | 2.10 |
| Draw Down(%) | NA | 5.85 | 15.46 | 24.00 | 24.00 | NA | NA | … | … | 0.46 | 5.85 | 4.64 | 16.41 | 7.46 | 24.00 | 3.70 | 17.24 | 2.12 | 7.06 | 8.81 | 5.66 | 4.66 | 6.63 | 11.33 | 7.31 | 4.46 | 0.66 | 8.21 | 7.99 | 5.88 | 6.12 | 6.56 | 9.09 | 1.11 |
| Yield(%) | NA | 14.60 | 9.82 | 7.32 | 4.88 | NA | NA | … | … | NA | 8.10 | 13.46 | 6.06 | 2.19 | 4.76 | 2.83 | 2.41 | 2.06 | 1.60 | 3.57 | 2.68 | 2.84 | 3.42 | 2.51 | 1.93 | 3.12 | 2.55 | 4.37 | 5.43 | 6.41 | 10.53 | 1.79 | 3.24 | 4.09 |
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 |
|---|---|---|---|---|
| UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.33%
Mar 2017 – Mar 2020 |
1.05%
Mar 2015 – Mar 2020 |
4.93%
Mar 2010 – Mar 2020 |
6.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
23.01%
Sep 2022 – Sep 2025 |
15.35%
Oct 2020 – Oct 2025 |
10.05%
Aug 2004 – Aug 2014 |
9.02%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart