Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Tactical Asset Allocation Moderate | NA | 1.02% | 3.54% | 4.52% | 3.80% | 6.73% | 6.36% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1.02 | 3.54 | 4.52 | 3.80 | 6.73 | 6.36 | … | … | 1.12 | 12.00 | -16.21 | 15.41 | 16.34 | 9.21 | -4.35 | 7.53 | 6.15 | -2.39 | 5.12 | 12.72 | 11.64 | 3.42 | 14.78 | 25.84 | -17.91 | 14.22 | 13.02 | 3.07 | 12.89 | 21.14 | 3.25 | 5.75 |
| Sharpe Ratio | NA | 0.38 | 0.11 | 0.55 | 0.44 | NA | NA | … | … | 0.10 | 0.95 | -1.68 | 1.39 | 1.61 | 1.39 | -0.70 | 0.95 | 1.04 | -0.28 | 0.83 | 1.63 | 2.47 | 0.36 | 1.09 | 2.90 | -1.93 | 0.91 | 1.00 | 0.14 | 1.51 | 2.85 | 0.33 | 0.66 |
| Standard Deviation(%) | NA | 8.15 | 9.90 | 9.33 | 8.33 | NA | NA | … | … | 8.40 | 8.12 | 10.46 | 11.06 | 10.00 | 5.62 | 8.09 | 7.28 | 5.69 | 8.71 | 6.14 | 7.77 | 4.68 | 9.45 | 13.46 | 8.88 | 9.74 | 12.31 | 9.77 | 6.30 | 7.93 | 7.17 | 6.44 | 5.21 |
| Draw Down(%) | NA | 7.24 | 16.53 | 16.53 | 16.53 | NA | NA | … | … | 1.76 | 7.24 | 16.53 | 6.70 | 10.83 | 3.20 | 11.93 | 7.08 | 6.01 | 12.32 | 5.02 | 7.27 | 3.76 | 8.59 | 9.68 | 4.74 | 21.80 | 10.56 | 12.97 | 4.45 | 7.21 | 4.72 | 6.87 | 4.14 |
| Yield(%) | NA | 5.49 | 5.65 | 5.71 | 5.05 | NA | NA | … | … | 0.14 | 5.62 | 2.55 | 8.94 | 7.74 | 3.91 | 2.51 | 0.33 | 3.49 | 8.54 | 7.39 | 3.29 | 4.60 | 6.08 | 2.18 | 4.78 | 2.79 | 5.65 | 16.78 | 2.13 | 4.21 | 5.40 | 4.24 | 8.42 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Tactical Asset Allocation Moderate |
-0.25%
Apr 2006 – Apr 2009 |
1.67%
Mar 2015 – Mar 2020 |
3.80%
Oct 2013 – Oct 2023 |
4.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Tactical Asset Allocation Moderate |
16.23%
Apr 2009 – Apr 2012 |
15.25%
Oct 2002 – Oct 2007 |
9.89%
Jul 2002 – Jul 2012 |
8.97%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart