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 Strategic Asset Allocation – Optimal Moderate | NA | 34.14% | 13.19% | 13.66% | 9.03% | 8.92% | 7.71% | … | … |
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 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 (%) | -0.42 | 34.14 | 13.19 | 13.66 | 9.03 | 8.92 | 7.71 | … | … | 0.80 | 22.03 | 22.06 | -2.27 | 6.02 | 20.09 | 17.15 | -4.58 | 10.33 | 4.16 | 0.06 | 5.84 | 18.50 | 10.83 | -1.86 | 7.67 | 20.32 | -23.87 | 9.14 | 12.14 | 7.84 | 9.19 | 20.36 | -11.00 | -2.66 |
| Sharpe Ratio | NA | 2.20 | 1.01 | 0.87 | 0.71 | NA | NA | … | … | 0.13 | 1.99 | 2.21 | -0.30 | 0.57 | 1.02 | 1.85 | -0.55 | 1.99 | 0.46 | 0.00 | 0.82 | 2.58 | 1.34 | -0.12 | 0.58 | 1.05 | -1.09 | 0.68 | 1.37 | 0.96 | 1.16 | 2.08 | -0.94 | -0.43 |
| Standard Deviation(%) | NA | 7.66 | 9.56 | 12.37 | 10.60 | NA | NA | … | … | 5.71 | 7.75 | 8.05 | 12.22 | 10.46 | 19.52 | 8.52 | 10.67 | 4.88 | 8.66 | 8.73 | 7.07 | 7.15 | 8.06 | 15.70 | 13.16 | 19.35 | 22.64 | 8.99 | 6.48 | 5.91 | 7.12 | 9.45 | 12.90 | 11.44 |
| Draw Down(%) | NA | 4.33 | 11.32 | 20.50 | 20.50 | NA | NA | … | … | 0.33 | 4.33 | 5.64 | 11.54 | 5.99 | 20.50 | 4.42 | 14.09 | 1.83 | 8.28 | 7.94 | 5.32 | 3.84 | 6.45 | 15.97 | 10.73 | 19.97 | 34.58 | 6.06 | 7.26 | 3.74 | 5.44 | 8.52 | 19.70 | 16.34 |
| Yield(%) | NA | 16.00 | 10.01 | 7.68 | 5.40 | NA | NA | … | … | NA | 4.68 | 14.87 | 6.87 | 2.92 | 6.89 | 1.39 | 4.83 | 0.77 | 3.10 | 3.53 | 3.66 | 3.30 | 1.89 | 1.85 | 1.52 | 2.10 | 2.22 | 5.44 | 4.46 | 2.95 | 2.52 | 1.99 | 1.63 | 2.97 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.82%
Feb 2006 – Feb 2009 |
-1.57%
Feb 2004 – Feb 2009 |
4.10%
Dec 2001 – Dec 2011 |
4.55%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Surgical Centers LLP 401k Strategic Asset Allocation – Optimal Moderate |
25.94%
Sep 2022 – Sep 2025 |
16.67%
Mar 2020 – Mar 2025 |
11.59%
Sep 2015 – Sep 2025 |
10.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart