Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| John Hancock trustees of ELV Associates 401k Tactical Asset Allocation Moderate | NA | 25.88% | 4.11% | 8.58% | 7.16% | 8.24% | 9.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| John Hancock trustees of ELV Associates 401k 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 (%) | -0.93 | 25.88 | 4.11 | 8.58 | 7.16 | 8.24 | 9.23 | … | … | 0.98 | 7.69 | 11.53 | -14.96 | 16.56 | 16.26 | 19.38 | -6.62 | 12.18 | 6.61 | 0.71 | 5.67 | 13.74 | 8.82 | 4.25 | 13.82 | 23.00 | 7.06 | 13.77 | 9.10 | 9.49 | 15.34 | 15.56 | -0.43 | 2.47 |
| Sharpe Ratio | NA | 0.22 | -0.19 | 0.33 | 0.42 | NA | NA | … | … | 0.08 | 0.09 | 0.85 | -1.19 | 1.47 | 0.85 | 3.00 | -0.77 | 2.02 | 0.73 | 0.07 | 0.71 | 1.69 | 1.05 | 0.26 | 1.15 | 2.05 | 1.78 | 0.84 | 0.59 | 1.10 | 1.72 | 1.85 | -0.27 | 0.03 |
| Standard Deviation(%) | NA | 11.83 | 11.59 | 13.33 | 11.08 | NA | NA | … | … | 11.32 | 11.85 | 8.53 | 13.77 | 11.29 | 18.84 | 6.00 | 10.29 | 5.71 | 8.74 | 9.53 | 7.96 | 8.11 | 8.38 | 16.39 | 11.96 | 11.20 | 3.44 | 12.87 | 9.88 | 6.63 | 8.35 | 8.05 | 5.68 | 4.97 |
| Draw Down(%) | NA | 10.68 | 19.87 | 21.74 | 21.74 | NA | NA | … | … | 0.93 | 10.68 | 7.19 | 21.68 | 6.52 | 21.74 | 2.48 | 14.87 | 3.36 | 6.94 | 10.80 | 4.80 | 8.94 | 7.10 | 14.34 | 9.02 | 4.97 | 2.16 | 10.79 | 12.60 | 5.17 | 7.99 | 4.35 | 6.03 | 6.62 |
| Yield(%) | NA | 3.21 | 5.55 | 5.25 | 5.30 | NA | NA | … | … | NA | 1.05 | 3.32 | 5.03 | 8.02 | 7.10 | 3.35 | 4.62 | 5.03 | 2.56 | 7.59 | 7.47 | 9.38 | 3.98 | 3.34 | 2.30 | 3.26 | 4.05 | 4.30 | 14.48 | 4.15 | 5.31 | 2.46 | 3.86 | 4.79 |
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 |
|---|---|---|---|---|
| John Hancock trustees of ELV Associates 401k Tactical Asset Allocation Moderate |
0.71%
Dec 2021 – Dec 2024 |
2.35%
Mar 2015 – Mar 2020 |
5.51%
Oct 2013 – Oct 2023 |
6.78%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| John Hancock trustees of ELV Associates 401k Tactical Asset Allocation Moderate |
17.39%
Dec 2018 – Dec 2021 |
14.87%
May 2006 – May 2011 |
12.83%
Apr 2003 – Apr 2013 |
10.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart