Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate | NA | 27.17% | 14.06% | 13.68% | 9.06% | 9.58% | 9.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN 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 (%) | -0.82 | 27.17 | 14.06 | 13.68 | 9.06 | 9.58 | 9.72 | … | … | 0.73 | 20.24 | 18.65 | 0.75 | 14.58 | 12.05 | 18.58 | -6.48 | 9.86 | 3.40 | 0.30 | 4.53 | 16.82 | 14.24 | 0.89 | 11.87 | 21.08 | 2.06 | 8.61 | 16.35 | 5.18 | 15.15 | 13.39 | 4.42 | 2.16 |
| Sharpe Ratio | NA | 1.67 | 1.04 | 0.99 | 0.78 | NA | NA | … | … | 0.08 | 1.54 | 2.13 | -0.06 | 1.66 | 0.74 | 3.00 | -0.95 | 2.03 | 0.41 | 0.03 | 0.62 | 2.42 | 1.87 | 0.07 | 1.10 | 2.11 | 0.92 | 0.59 | 1.62 | 0.35 | 1.66 | 1.97 | 0.86 | -0.06 |
| Standard Deviation(%) | NA | 8.82 | 9.12 | 10.78 | 9.16 | NA | NA | … | … | 8.53 | 8.87 | 6.75 | 11.17 | 8.75 | 15.95 | 5.73 | 8.19 | 4.54 | 7.82 | 8.75 | 7.23 | 6.94 | 7.59 | 11.90 | 10.67 | 9.96 | 1.23 | 9.54 | 8.06 | 8.51 | 8.56 | 6.43 | 3.85 | 2.49 |
| Draw Down(%) | NA | 5.93 | 11.36 | 21.09 | 21.09 | NA | NA | … | … | 0.63 | 5.93 | 3.33 | 11.36 | 4.74 | 21.09 | 2.40 | 12.50 | 3.07 | 6.96 | 9.19 | 4.73 | 6.18 | 5.23 | 11.81 | 7.14 | 4.77 | 1.10 | 7.31 | 5.03 | 5.63 | 10.85 | 4.26 | 2.86 | 2.81 |
| Yield(%) | NA | 15.06 | 13.60 | 9.24 | 6.09 | NA | NA | … | … | NA | 8.78 | 13.23 | 17.51 | 2.20 | 3.09 | 3.41 | 2.32 | 1.68 | 3.90 | 2.99 | 4.18 | 3.31 | 2.88 | 4.73 | 3.04 | 3.27 | 2.48 | 5.36 | 7.26 | 5.79 | 6.21 | 3.78 | 4.02 | 3.94 |
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 |
|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate |
2.04%
Dec 2015 – Dec 2018 |
1.40%
Mar 2015 – Mar 2020 |
5.08%
Mar 2010 – Mar 2020 |
7.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Tactical Asset Allocation Moderate |
20.77%
Oct 2022 – Oct 2025 |
17.21%
Oct 2020 – Oct 2025 |
11.47%
Jul 2003 – Jul 2013 |
10.27%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart