Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDNAX SERVICES INC. THRIFT AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.17% | 1.92% | 6.24% | 11.17% | 11.08% | 9.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDNAX SERVICES INC. THRIFT AND PROFIT SHARING 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 (%) | -1.15 | 24.17 | 1.92 | 6.24 | 11.17 | 11.08 | 9.25 | … | … | 0.07 | 7.65 | 9.20 | -12.45 | 7.53 | 17.12 | 18.93 | 54.94 | 9.63 | 7.90 | -0.36 | 7.75 | 12.35 | 12.78 | 2.19 | 14.72 | 21.51 | -22.96 | 5.72 | 14.13 | 6.59 | 12.63 | 23.24 | -5.28 | 1.07 |
| Sharpe Ratio | NA | 0.26 | -0.26 | 0.22 | 0.50 | NA | NA | … | … | 0.00 | 0.13 | 0.56 | -1.04 | 0.83 | 0.89 | 2.83 | 1.09 | 2.12 | 0.95 | -0.05 | 1.27 | 1.66 | 1.72 | 0.15 | 1.20 | 1.03 | -1.01 | 0.30 | 1.42 | 0.63 | 1.41 | 2.52 | -0.56 | -0.12 |
| Standard Deviation(%) | NA | 8.08 | 10.36 | 12.37 | 18.39 | NA | NA | … | … | 8.18 | 8.15 | 8.84 | 13.30 | 9.01 | 19.00 | 6.19 | 49.31 | 4.25 | 8.14 | 8.26 | 6.09 | 7.40 | 7.41 | 14.47 | 12.18 | 20.81 | 23.75 | 9.01 | 7.65 | 7.01 | 8.29 | 8.95 | 11.38 | 10.55 |
| Draw Down(%) | NA | 4.80 | 18.68 | 22.08 | 22.08 | NA | NA | … | … | 0.77 | 4.80 | 10.22 | 19.21 | 5.88 | 22.08 | 2.63 | 7.58 | 1.80 | 5.94 | 8.51 | 4.73 | 7.45 | 5.40 | 12.88 | 8.61 | 21.00 | 36.44 | 6.08 | 7.56 | 4.54 | 7.84 | 7.35 | 17.26 | 14.12 |
| Yield(%) | NA | 2.98 | 2.95 | 2.47 | 2.23 | NA | NA | … | … | NA | 0.76 | 2.66 | 2.68 | 2.85 | 1.79 | 1.71 | 1.51 | 0.35 | 3.15 | 2.60 | 2.48 | 3.07 | 3.61 | 3.43 | 2.90 | 2.77 | 3.82 | 2.66 | 2.77 | 2.58 | 2.51 | 2.55 | 3.09 | 5.28 |
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 |
|---|---|---|---|---|
| MEDNAX SERVICES INC. THRIFT AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-8.99%
Feb 2006 – Feb 2009 |
-2.00%
Feb 2004 – Feb 2009 |
5.33%
Nov 2006 – Nov 2016 |
6.20%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDNAX SERVICES INC. THRIFT AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
32.50%
Oct 2018 – Oct 2021 |
21.47%
Feb 2016 – Feb 2021 |
16.28%
Feb 2009 – Feb 2019 |
12.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart