Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -3.52% | 3.32% | 3.28% | 7.14% | 8.37% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | -3.52 | 3.32 | 3.28 | 7.14 | 8.37 | NA | … | … | 6.22 | 8.00 | 1.85 | -0.09 | 3.38 | 16.37 | 10.34 | 0.81 | 9.83 | 20.54 | -1.38 | 6.82 | 20.84 | 7.31 | 17.94 | 23.26 | 5.50 | 4.56 |
| Sharpe Ratio | NA | -1.74 | -2.77 | -2.72 | -1.65 | NA | NA | … | … | -1.75 | -1.70 | -6.10 | -2.79 | -2.48 | -0.30 | -1.53 | -1.83 | -0.76 | 0.23 | -3.44 | -1.56 | -0.19 | -2.08 | -0.21 | 0.84 | -3.06 | -3.29 |
| Standard Deviation(%) | NA | 8.76 | 7.02 | 6.77 | 7.81 | NA | NA | … | … | 8.76 | 6.58 | 5.30 | 6.66 | 6.09 | 7.21 | 5.37 | 9.67 | 11.49 | 8.59 | 6.09 | 9.76 | 7.75 | 6.61 | 7.93 | 4.74 | 4.66 | 5.05 |
| Draw Down(%) | NA | 6.72 | 6.84 | 6.84 | 8.93 | NA | NA | … | … | 6.72 | 5.63 | 4.44 | 6.70 | 5.22 | 6.52 | 4.12 | 8.93 | 8.08 | 4.83 | 6.87 | 6.92 | 5.86 | 4.05 | 9.49 | 1.73 | 6.54 | 4.10 |
| Yield(%) | NA | 7.76 | 4.17 | 4.90 | 4.32 | NA | NA | … | … | 7.71 | 0.09 | 4.46 | 7.39 | 4.75 | 1.61 | 5.23 | 2.31 | 4.15 | 5.48 | 4.20 | 4.39 | 7.75 | 6.87 | 4.15 | 4.14 | 7.29 | 7.89 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Tactical Asset Allocation Moderate |
1.70%
Dec 2013 – Dec 2016 |
3.05%
Nov 2013 – Nov 2018 |
6.41%
Mar 2008 – Mar 2018 |
8.25%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Tactical Asset Allocation Moderate |
17.90%
Mar 2003 – Mar 2006 |
16.12%
Oct 2002 – Oct 2007 |
11.98%
Apr 2001 – Apr 2011 |
9.95%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart