Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Champions Oncology 401k plan Tactical Asset Allocation Moderate | NA | 10.65% | 9.25% | 7.56% | 4.92% | 6.51% | 7.39% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Champions Oncology 401k 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 (%) | -0.18 | 10.65 | 9.25 | 7.56 | 4.92 | 6.51 | 7.39 | … | … | 0.20 | 21.87 | -8.81 | 16.08 | 12.46 | 13.18 | -4.68 | 8.63 | 4.49 | -3.87 | 1.41 | 13.43 | 8.72 | -1.09 | 9.10 | 21.21 | -1.67 | 9.06 | 21.53 | 5.24 | 14.04 | 16.09 | -0.57 | 3.43 |
| Sharpe Ratio | NA | 1.76 | 0.74 | 0.96 | 0.67 | NA | NA | … | … | -0.01 | 2.49 | -0.98 | 1.61 | 1.39 | 2.35 | -0.87 | 1.54 | 0.89 | -0.59 | 0.24 | 2.06 | 1.42 | -0.10 | 0.72 | 2.12 | -0.40 | 0.62 | 2.23 | 0.47 | 1.63 | 2.66 | -0.48 | 89.31 |
| Standard Deviation(%) | NA | 7.20 | 9.18 | 8.54 | 7.33 | NA | NA | … | … | 8.64 | 7.08 | 10.35 | 9.99 | 8.82 | 5.02 | 6.90 | 5.19 | 4.84 | 6.64 | 5.88 | 6.51 | 6.11 | 11.65 | 12.59 | 9.96 | 6.51 | 9.82 | 8.17 | 6.54 | 8.04 | 5.78 | 3.49 | 0.01 |
| Draw Down(%) | NA | 4.17 | 13.59 | 13.59 | 13.59 | NA | NA | … | … | 1.77 | 4.17 | 13.59 | 4.30 | 11.87 | 2.50 | 10.08 | 2.86 | 3.53 | 9.90 | 5.25 | 5.62 | 4.04 | 12.03 | 8.65 | 4.48 | 7.28 | 6.91 | 6.09 | 4.34 | 8.42 | 2.87 | 5.82 | 0.00 |
| Yield(%) | NA | 15.08 | 9.99 | 8.03 | 5.44 | NA | NA | … | … | 0.89 | 15.47 | 8.45 | 5.28 | 7.75 | 2.56 | 3.66 | 0.53 | 2.73 | 3.80 | 3.76 | 2.96 | 4.40 | 3.04 | 2.88 | 5.40 | 3.59 | 5.60 | 7.06 | 6.50 | 5.93 | 3.08 | 2.64 | 3.42 |
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 |
|---|---|---|---|---|
| Champions Oncology 401k plan Tactical Asset Allocation Moderate |
0.62%
Dec 2013 – Dec 2016 |
1.07%
Dec 2013 – Dec 2018 |
3.87%
Apr 2010 – Apr 2020 |
5.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Champions Oncology 401k plan Tactical Asset Allocation Moderate |
15.21%
Apr 2004 – Apr 2007 |
13.81%
Feb 2003 – Feb 2008 |
10.48%
Apr 2003 – Apr 2013 |
8.34%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart