Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Anesthesia Company 401K Tactical Asset Allocation Moderate | NA | 19.35% | 2.71% | 8.93% | 7.18% | 8.36% | 8.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Anesthesia Company 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 (%) | -1.14 | 19.35 | 2.71 | 8.93 | 7.18 | 8.36 | 8.23 | … | … | 0.79 | 5.38 | 14.06 | -15.08 | 13.44 | 24.67 | 20.20 | -4.77 | 10.00 | 7.36 | -2.26 | 1.60 | 16.43 | 13.28 | 3.84 | 14.82 | 19.63 | -9.18 | 17.44 | 8.64 | 5.57 | 11.31 | 20.17 | 3.22 | 5.94 |
| Sharpe Ratio | NA | 0.04 | -0.21 | 0.43 | 0.51 | NA | NA | … | … | 0.07 | -0.13 | 1.29 | -1.39 | 1.30 | 1.33 | 3.80 | -0.70 | 1.69 | 1.01 | -0.31 | 0.22 | 2.28 | 2.06 | 0.31 | 1.61 | 2.08 | -1.22 | 1.12 | 0.57 | 0.54 | 1.31 | 3.77 | 0.36 | 0.59 |
| Standard Deviation(%) | NA | 9.41 | 9.77 | 12.14 | 9.87 | NA | NA | … | … | 10.44 | 9.44 | 7.59 | 11.86 | 10.34 | 18.41 | 4.95 | 8.71 | 5.55 | 7.09 | 7.43 | 7.26 | 7.18 | 6.40 | 12.39 | 9.16 | 9.41 | 8.29 | 12.95 | 9.47 | 6.30 | 7.91 | 5.16 | 5.87 | 6.10 |
| Draw Down(%) | NA | 6.20 | 18.23 | 20.85 | 20.85 | NA | NA | … | … | 0.89 | 6.20 | 5.11 | 20.37 | 6.99 | 20.85 | 1.62 | 10.98 | 2.81 | 4.72 | 9.56 | 5.37 | 5.81 | 3.89 | 9.95 | 6.79 | 3.76 | 16.64 | 10.02 | 14.03 | 4.88 | 9.08 | 2.58 | 4.21 | 4.34 |
| Yield(%) | NA | 3.04 | 3.98 | 4.97 | 4.23 | NA | NA | … | … | NA | 1.16 | 2.95 | 4.16 | 4.83 | 8.23 | 5.75 | 2.72 | 2.97 | 5.09 | 2.80 | 4.37 | 4.83 | 4.42 | 4.24 | 3.00 | 3.30 | 4.61 | 4.46 | 3.13 | 4.17 | 3.18 | 5.96 | 2.40 | 8.09 |
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 |
|---|---|---|---|---|
| Anesthesia Company 401K Tactical Asset Allocation Moderate |
0.69%
Dec 2021 – Dec 2024 |
2.24%
Dec 2013 – Dec 2018 |
5.51%
Oct 2013 – Oct 2023 |
6.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Anesthesia Company 401K Tactical Asset Allocation Moderate |
19.35%
Dec 2018 – Dec 2021 |
14.18%
Oct 2002 – Oct 2007 |
10.64%
Apr 2003 – Apr 2013 |
9.46%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart