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 Strategic Asset Allocation – Optimal Moderate | NA | 32.37% | 11.52% | 11.01% | 7.79% | 8.15% | 6.92% | … | … |
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 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 | 32.37 | 11.52 | 11.01 | 7.79 | 8.15 | 6.92 | … | … | 0.46 | 18.40 | 20.11 | -3.66 | 8.18 | 9.37 | 14.78 | -4.05 | 11.58 | 4.75 | 0.33 | 2.81 | 11.60 | 10.37 | 0.46 | 14.35 | 17.27 | -21.03 | 5.29 | 11.22 | 8.43 | 16.14 | 19.52 | -0.15 | 7.89 |
| Sharpe Ratio | NA | 1.75 | 0.83 | 0.71 | 0.67 | NA | NA | … | … | 0.06 | 1.59 | 2.11 | -0.43 | 1.04 | 0.55 | 2.21 | -0.67 | 2.85 | 0.57 | 0.04 | 0.49 | 1.89 | 1.44 | 0.03 | 1.23 | 0.82 | -0.89 | 0.23 | 1.04 | 0.90 | 2.15 | 2.38 | -0.11 | 0.60 |
| Standard Deviation(%) | NA | 7.36 | 9.07 | 10.85 | 9.08 | NA | NA | … | … | 6.80 | 7.41 | 7.53 | 11.60 | 7.84 | 16.73 | 6.06 | 7.98 | 3.84 | 7.93 | 7.71 | 5.70 | 6.13 | 7.18 | 14.70 | 11.60 | 20.84 | 24.60 | 9.86 | 7.64 | 6.95 | 7.05 | 7.90 | 11.48 | 9.26 |
| Draw Down(%) | NA | 4.66 | 11.53 | 22.05 | 22.05 | NA | NA | … | … | 0.48 | 4.66 | 5.06 | 11.97 | 4.42 | 22.05 | 3.32 | 10.06 | 1.53 | 7.23 | 6.77 | 4.86 | 5.36 | 5.45 | 14.39 | 9.11 | 18.90 | 32.77 | 6.38 | 6.53 | 3.96 | 5.13 | 6.15 | 15.59 | 10.30 |
| Yield(%) | NA | 15.69 | 10.86 | 7.82 | 5.24 | NA | NA | … | … | NA | 4.44 | 14.91 | 8.81 | 3.66 | 2.63 | 4.16 | 2.61 | 1.96 | 2.59 | 3.31 | 3.02 | 2.66 | 3.17 | 3.05 | 2.26 | 1.34 | 4.74 | 2.70 | 5.17 | 5.78 | 6.65 | 2.05 | 2.08 | 3.59 |
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 Strategic Asset Allocation – Optimal Mod |
-7.91%
Feb 2006 – Feb 2009 |
-0.28%
Feb 2004 – Feb 2009 |
3.88%
Nov 2006 – Nov 2016 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVANIR PHARMACEUTICALS EMPLOYEE SAVINGS AND PROTECTION PLAN Strategic Asset Allocation – Optimal Mod |
23.25%
Sep 2022 – Sep 2025 |
14.76%
Oct 2020 – Oct 2025 |
9.99%
Sep 2015 – Sep 2025 |
8.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart