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 Strategic Asset Allocation – Optimal Moderate | NA | 20.09% | 2.18% | 5.90% | 5.30% | 6.53% | 6.11% | … | … |
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 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 (%) | -0.93 | 20.09 | 2.18 | 5.90 | 5.30 | 6.53 | 6.11 | … | … | 0.07 | 8.16 | 11.50 | -13.70 | 7.52 | 17.99 | 12.35 | -6.41 | 13.38 | 7.85 | -2.46 | 2.16 | 9.72 | 12.46 | 0.97 | 15.25 | 28.86 | -26.08 | 10.23 | 11.95 | 7.96 | 12.96 | 23.03 | -2.73 | 7.58 |
| Sharpe Ratio | NA | 0.30 | -0.26 | 0.29 | 0.37 | NA | NA | … | … | 0.00 | 0.22 | 1.05 | -1.19 | 0.92 | 1.03 | 1.58 | -0.79 | 3.18 | 0.93 | -0.32 | 0.35 | 1.43 | 1.83 | 0.08 | 1.47 | 1.59 | -1.17 | 0.71 | 1.15 | 0.98 | 1.57 | 3.03 | -0.42 | 0.66 |
| Standard Deviation(%) | NA | 7.02 | 9.29 | 11.18 | 9.54 | NA | NA | … | … | 5.81 | 7.06 | 6.88 | 12.68 | 8.16 | 17.30 | 6.92 | 9.75 | 4.01 | 8.20 | 7.77 | 6.15 | 6.77 | 6.78 | 11.99 | 10.29 | 18.04 | 22.99 | 10.17 | 7.55 | 5.93 | 7.67 | 7.37 | 9.23 | 7.98 |
| Draw Down(%) | NA | 4.41 | 20.55 | 22.41 | 23.49 | NA | NA | … | … | 0.67 | 4.41 | 6.20 | 20.65 | 4.72 | 22.41 | 3.43 | 12.83 | 1.63 | 6.49 | 9.48 | 4.89 | 7.09 | 5.42 | 11.86 | 6.80 | 17.11 | 37.08 | 6.58 | 8.50 | 3.46 | 7.14 | 5.54 | 14.75 | 9.72 |
| Yield(%) | NA | 3.63 | 4.01 | 4.00 | 4.39 | NA | NA | … | … | NA | 0.77 | 3.35 | 3.93 | 4.19 | 4.83 | 2.81 | 9.16 | 3.85 | 4.52 | 2.82 | 3.85 | 4.05 | 4.42 | 3.17 | 2.35 | 2.64 | 3.85 | 5.61 | 6.61 | 3.99 | 4.30 | 3.41 | 3.40 | 4.56 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.31%
Feb 2006 – Feb 2009 |
-1.48%
Feb 2004 – Feb 2009 |
3.82%
Sep 2012 – Sep 2022 |
3.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Anesthesia Company 401K Strategic Asset Allocation – Optimal Moderate |
22.27%
Feb 2009 – Feb 2012 |
16.30%
Feb 2009 – Feb 2014 |
9.94%
Feb 2009 – Feb 2019 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart