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 Strategic Asset Allocation – Optimal Moderate | NA | 35.04% | 12.07% | 13.31% | 8.84% | 9.25% | 7.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Champions Oncology 401k plan 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 (%) | -0.78 | 35.04 | 12.07 | 13.31 | 8.84 | 9.25 | 7.71 | … | … | 0.72 | 21.31 | 21.49 | -6.83 | 9.24 | 23.28 | 14.03 | -6.02 | 8.09 | 6.26 | 1.00 | 5.36 | 14.67 | 11.47 | 0.23 | 14.39 | 22.33 | -27.32 | 7.96 | 12.86 | 7.64 | 9.63 | 23.39 | -7.57 | -3.41 |
| Sharpe Ratio | NA | 1.81 | 0.78 | 0.82 | 0.66 | NA | NA | … | … | 0.08 | 1.71 | 2.34 | -0.64 | 1.04 | 1.05 | 1.83 | -0.79 | 1.54 | 0.71 | 0.11 | 0.84 | 2.02 | 1.40 | 0.01 | 1.12 | 1.11 | -1.19 | 0.52 | 1.29 | 0.89 | 1.26 | 2.59 | -0.72 | -0.55 |
| Standard Deviation(%) | NA | 8.60 | 9.92 | 13.11 | 10.78 | NA | NA | … | … | 8.65 | 8.62 | 7.35 | 12.86 | 8.84 | 22.01 | 6.89 | 9.30 | 4.83 | 8.50 | 8.67 | 6.37 | 7.26 | 8.15 | 16.91 | 12.82 | 19.97 | 23.76 | 9.60 | 7.43 | 6.12 | 6.88 | 8.77 | 12.05 | 10.31 |
| Draw Down(%) | NA | 6.18 | 14.77 | 23.08 | 23.43 | NA | NA | … | … | 0.70 | 6.18 | 4.95 | 15.61 | 4.63 | 23.08 | 3.12 | 12.23 | 2.34 | 7.41 | 7.67 | 5.02 | 6.13 | 6.68 | 16.16 | 9.52 | 18.86 | 37.59 | 5.82 | 7.70 | 4.06 | 6.10 | 8.05 | 17.92 | 16.50 |
| Yield(%) | NA | 16.06 | 10.85 | 7.84 | 5.56 | NA | NA | … | … | NA | 4.48 | 15.07 | 7.38 | 5.28 | 5.53 | 1.48 | 5.22 | 0.50 | 2.28 | 3.93 | 4.66 | 2.11 | 2.66 | 2.03 | 1.42 | 1.94 | 2.43 | 5.17 | 4.23 | 3.22 | 2.25 | 1.85 | 1.54 | 1.70 |
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 |
|---|---|---|---|---|
| Champions Oncology 401k plan Strategic Asset Allocation – Optimal Moderate |
-9.42%
Feb 2006 – Feb 2009 |
-2.44%
Feb 2004 – Feb 2009 |
4.51%
Oct 2007 – Oct 2017 |
4.44%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Champions Oncology 401k plan Strategic Asset Allocation – Optimal Moderate |
26.93%
Sep 2022 – Sep 2025 |
17.71%
Mar 2020 – Mar 2025 |
11.50%
Sep 2015 – Sep 2025 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart