Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 14.95% | 9.59% | 8.85% | 6.64% | 8.11% | 8.49% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.14 | 14.95 | 9.59 | 8.85 | 6.64 | 8.11 | 8.49 | … | … | 2.51 | 24.58 | -5.36 | 8.29 | 18.45 | 16.66 | -5.46 | 9.35 | 7.73 | -0.90 | 5.13 | 18.15 | 11.82 | 2.83 | 11.99 | 14.31 | 2.45 | 8.83 | 12.17 | 7.58 | 13.24 | 8.63 | -4.95 | 4.68 |
| Sharpe Ratio | NA | 2.35 | 0.70 | 0.80 | 0.64 | NA | NA | … | … | 0.31 | 2.58 | -0.55 | 0.67 | 0.92 | 2.31 | -0.71 | 1.83 | 0.85 | -0.10 | 0.65 | 2.48 | 1.50 | 0.18 | 1.29 | 2.10 | 13.87 | 0.81 | 1.40 | 0.92 | 2.01 | 1.07 | -1.32 | 0.96 |
| Standard Deviation(%) | NA | 7.79 | 10.79 | 12.65 | 10.65 | NA | NA | … | … | 7.19 | 7.87 | 12.26 | 12.31 | 19.87 | 6.59 | 9.53 | 4.76 | 8.82 | 9.10 | 7.83 | 7.31 | 7.84 | 15.61 | 9.26 | 6.76 | 0.11 | 7.24 | 6.34 | 5.86 | 6.11 | 7.43 | 4.60 | 2.48 |
| Draw Down(%) | NA | 4.32 | 12.60 | 23.01 | 23.01 | NA | NA | … | … | 1.28 | 4.32 | 12.57 | 8.91 | 23.01 | 3.05 | 13.43 | 2.26 | 8.21 | 9.45 | 4.76 | 4.16 | 6.53 | 13.83 | 6.91 | 3.42 | 0.10 | 6.10 | 7.98 | 3.73 | 5.14 | 4.36 | 7.52 | 1.52 |
| Yield(%) | NA | 14.46 | 10.44 | 11.39 | 8.53 | NA | NA | … | … | 0.85 | 14.73 | 9.90 | 5.76 | 20.15 | 5.68 | 5.13 | 3.82 | 5.93 | 7.08 | 6.32 | 2.66 | 5.03 | 1.51 | 3.22 | 3.16 | 2.55 | 4.68 | 5.58 | 3.74 | 3.64 | 2.36 | 3.92 | 4.21 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.58%
Mar 2017 – Mar 2020 |
1.36%
Mar 2015 – Mar 2020 |
5.55%
Mar 2010 – Mar 2020 |
6.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.38%
Dec 2018 – Dec 2021 |
12.17%
Feb 2009 – Feb 2014 |
10.67%
Sep 2003 – Sep 2013 |
9.14%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart