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 Strategic Asset Allocation – Optimal Moderate | NA | 30.65% | 10.06% | 11.06% | 7.48% | 8.03% | 7.09% | … | … |
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 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 (%) | -0.77 | 30.65 | 10.06 | 11.06 | 7.48 | 8.03 | 7.09 | … | … | 0.72 | 19.20 | 22.69 | -7.73 | 4.26 | 16.30 | 15.79 | -6.48 | 11.35 | 5.56 | -0.53 | 3.57 | 13.02 | 12.03 | -2.89 | 15.32 | 25.17 | -22.79 | 10.84 | 8.70 | 5.87 | 7.90 | 20.09 | -14.31 | -10.59 |
| Sharpe Ratio | NA | 2.00 | 0.73 | 0.68 | 0.61 | NA | NA | … | … | 0.11 | 1.77 | 2.40 | -0.68 | 0.46 | 0.91 | 2.00 | -0.86 | 2.37 | 0.63 | -0.07 | 0.53 | 1.86 | 1.45 | -0.21 | 1.39 | 1.52 | -1.04 | 0.82 | 0.74 | 0.53 | 0.91 | 1.81 | -0.99 | -0.85 |
| Standard Deviation(%) | NA | 7.04 | 9.81 | 11.74 | 9.90 | NA | NA | … | … | 5.83 | 7.11 | 7.67 | 13.39 | 9.20 | 17.72 | 7.18 | 9.03 | 4.53 | 8.54 | 8.17 | 6.68 | 6.97 | 8.29 | 14.09 | 10.99 | 16.53 | 22.78 | 9.53 | 7.34 | 7.04 | 7.68 | 10.70 | 15.55 | 15.15 |
| Draw Down(%) | NA | 4.27 | 14.91 | 21.28 | 21.28 | NA | NA | … | … | 0.36 | 4.27 | 5.02 | 15.36 | 5.53 | 21.28 | 4.15 | 13.05 | 2.31 | 6.96 | 9.20 | 5.29 | 5.40 | 7.15 | 13.59 | 7.81 | 14.28 | 30.84 | 5.58 | 6.56 | 4.84 | 6.98 | 7.38 | 20.60 | 24.16 |
| Yield(%) | NA | 14.66 | 9.62 | 6.96 | 4.72 | NA | NA | … | … | NA | 4.64 | 13.92 | 6.26 | 3.28 | 3.69 | 2.24 | 4.82 | 0.79 | 1.04 | 3.88 | 1.98 | 0.98 | 1.75 | 2.09 | 1.56 | 1.63 | 1.85 | 6.76 | 2.13 | 1.78 | 1.79 | 1.47 | 1.29 | 1.67 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.43%
Feb 2006 – Feb 2009 |
-1.09%
Feb 2004 – Feb 2009 |
4.28%
Feb 2001 – Feb 2011 |
4.07%
Feb 2001 – Feb 2016 |
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 Strategic Asset Allocation – Optimal Moderate |
24.69%
Sep 2022 – Sep 2025 |
14.54%
Feb 2009 – Feb 2014 |
10.10%
Sep 2015 – Sep 2025 |
9.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart