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 Strategic Asset Allocation – Optimal Moderate | NA | -8.17% | 5.19% | 4.20% | 5.18% | 4.28% | 5.93% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 07/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | -8.17 | 5.19 | 4.20 | 5.18 | 4.28 | 5.93 | … | … | -14.56 | 6.31 | 14.76 | 18.20 | -8.03 | 7.50 | 5.17 | 0.36 | 4.46 | 11.32 | 11.94 | -1.00 | 14.07 | 28.01 | -28.66 | 7.48 | 11.46 | 9.29 | 13.89 | 25.61 | -3.75 | 6.26 |
| Sharpe Ratio | NA | -1.25 | 0.14 | 0.15 | 0.44 | NA | NA | … | … | -1.19 | 0.64 | 0.74 | 2.34 | -0.92 | 1.03 | 0.59 | 0.04 | 0.67 | 1.61 | 1.61 | -0.07 | 1.28 | 1.40 | -1.26 | 0.47 | 1.08 | 1.30 | 2.01 | 3.19 | -0.44 | 0.52 |
| Standard Deviation(%) | NA | 10.62 | 13.98 | 12.28 | 10.13 | NA | NA | … | … | 12.44 | 9.84 | 19.65 | 7.17 | 10.14 | 6.69 | 8.35 | 8.95 | 6.63 | 7.01 | 7.37 | 13.86 | 10.95 | 19.88 | 23.53 | 9.54 | 7.60 | 5.50 | 6.44 | 7.80 | 11.03 | 7.61 |
| Draw Down(%) | NA | 15.60 | 24.75 | 24.75 | 24.75 | NA | NA | … | … | 15.60 | 6.16 | 24.75 | 3.68 | 15.17 | 5.59 | 8.11 | 8.89 | 5.53 | 7.51 | 6.18 | 14.28 | 8.18 | 18.99 | 37.63 | 7.19 | 9.06 | 3.95 | 6.16 | 5.85 | 16.02 | 8.75 |
| Yield(%) | NA | 8.00 | 5.97 | 4.51 | 4.64 | NA | NA | … | … | 1.31 | 7.50 | 7.44 | 2.66 | 4.19 | 0.29 | 4.83 | 6.21 | 5.85 | 3.45 | 4.39 | 3.22 | 3.03 | 2.46 | 3.75 | 6.61 | 7.25 | 6.01 | 4.65 | 3.23 | 1.99 | 7.91 |
Data as of 04/29/2022, 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 Strategic Asset Allocation – Optimal Moderate |
-10.29%
Feb 2006 – Feb 2009 |
-2.26%
Feb 2004 – Feb 2009 |
4.01%
Mar 2010 – Mar 2020 |
3.77%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRACOR-IBT LABORATORIES INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate |
20.92%
Feb 2009 – Feb 2012 |
16.22%
Feb 2009 – Feb 2014 |
9.43%
Feb 2009 – Feb 2019 |
7.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart