Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Surgical Centers LLP 401k Tactical Asset Allocation Moderate | NA | 36.79% | 15.02% | 17.10% | 10.44% | 10.62% | 10.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Surgical Centers LLP 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 (%) | -0.63 | 36.79 | 15.02 | 17.10 | 10.44 | 10.62 | 10.41 | … | … | 1.12 | 24.05 | 25.47 | -0.53 | 10.76 | 25.03 | 16.29 | -4.36 | 7.89 | 6.22 | -1.02 | 6.66 | 19.17 | 10.77 | 1.77 | 14.42 | 14.71 | 1.71 | 13.11 | 12.54 | 6.88 | 9.32 | 15.38 | -5.21 | -5.08 |
| Sharpe Ratio | NA | 1.80 | 1.18 | 1.04 | 0.79 | NA | NA | … | … | 0.10 | 1.62 | 2.51 | -0.16 | 0.87 | 1.22 | 1.76 | -0.52 | 1.15 | 0.66 | -0.12 | 0.80 | 2.31 | 1.26 | 0.12 | 1.13 | 1.57 | 0.83 | 0.96 | 1.24 | 0.74 | 1.02 | 1.70 | -1.11 | -1.42 |
| Standard Deviation(%) | NA | 10.73 | 10.58 | 13.45 | 11.35 | NA | NA | … | … | 10.53 | 10.76 | 8.46 | 12.17 | 12.35 | 20.36 | 8.48 | 10.89 | 6.30 | 9.07 | 8.57 | 8.36 | 8.27 | 8.48 | 14.88 | 12.65 | 9.30 | 0.94 | 10.58 | 7.48 | 6.38 | 8.24 | 8.65 | 5.71 | 5.20 |
| Draw Down(%) | NA | 6.54 | 9.99 | 20.88 | 20.88 | NA | NA | … | … | 0.71 | 6.54 | 5.47 | 11.07 | 6.44 | 20.88 | 3.74 | 14.64 | 3.63 | 7.08 | 9.47 | 6.01 | 4.88 | 5.90 | 14.71 | 10.29 | 4.66 | 1.60 | 7.79 | 8.61 | 4.72 | 6.83 | 5.79 | 9.23 | 10.47 |
| Yield(%) | NA | 16.62 | 12.17 | 11.45 | 7.64 | NA | NA | … | … | NA | 8.30 | 14.89 | 7.64 | 6.02 | 12.53 | 10.35 | 2.23 | 4.61 | 4.41 | 3.66 | 4.57 | 5.79 | 4.28 | 2.04 | 3.74 | 3.29 | 2.52 | 7.11 | 4.19 | 3.02 | 2.93 | 2.95 | 4.41 | 3.01 |
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 |
|---|---|---|---|---|
| Surgical Centers LLP 401k Tactical Asset Allocation Moderate |
2.62%
Jun 2014 – Jun 2017 |
2.14%
Mar 2015 – Mar 2020 |
6.13%
Mar 2010 – Mar 2020 |
7.31%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Surgical Centers LLP 401k Tactical Asset Allocation Moderate |
26.66%
Sep 2022 – Sep 2025 |
18.51%
Oct 2020 – Oct 2025 |
12.72%
Sep 2015 – Sep 2025 |
11.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart