Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Laurelwood Pediatrics Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 35.88% | 10,767.02% | 1,650.90% | 327.22% | 171.41% | 119.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Laurelwood Pediatrics Profit Sharing 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 (%) | -0.70 | 35.88 | 10,767.02 | 1,650.90 | 327.22 | 171.41 | 119.48 | … | … | 1.05 | 23.77 | 25.65 | 80,237,958.58 | 18.00 | 9.08 | 17.12 | -8.49 | 10.31 | 4.76 | 0.87 | 0.51 | 15.07 | 11.89 | 4.48 | 10.27 | 22.81 | 3.76 | 21.24 | 19.99 | 11.04 | 21.77 | 23.29 | -1.18 | 0.84 |
| Sharpe Ratio | NA | 1.79 | 1.61 | 2.73 | 0.76 | NA | NA | … | … | 0.09 | 1.68 | 2.59 | 59,644.95 | 1.61 | 0.44 | 2.66 | -0.95 | 1.54 | 0.54 | 0.09 | 0.06 | 1.88 | 1.52 | 0.30 | 0.84 | 1.91 | 4.04 | 1.55 | 1.78 | 1.27 | 2.37 | 3.83 | -0.64 | -0.38 |
| Standard Deviation(%) | NA | 10.22 | 10.94 | 601.02 | 424.95 | NA | NA | … | … | 11.64 | 10.22 | 8.26 | 1,345.26 | 11.19 | 19.97 | 5.91 | 10.36 | 6.28 | 8.38 | 9.47 | 8.89 | 7.99 | 7.77 | 14.96 | 12.12 | 11.87 | 0.70 | 11.76 | 9.37 | 6.96 | 8.78 | 5.90 | 3.58 | 3.85 |
| Draw Down(%) | NA | 7.40 | 7.40 | 27.31 | 27.31 | NA | NA | … | … | 0.88 | 7.40 | 4.26 | 6.52 | 4.81 | 27.31 | 2.58 | 16.43 | 3.67 | 5.98 | 10.28 | 7.55 | 8.18 | 6.20 | 14.09 | 8.70 | 5.65 | 0.30 | 9.38 | 10.85 | 5.85 | 10.99 | 3.28 | 7.19 | 5.73 |
| Yield(%) | NA | 15.38 | 493,945.75 | 296,369.63 | 148,186.71 | NA | NA | … | … | NA | 8.36 | 13.57 | 10.75 | 6.45 | 6.28 | 5.23 | 2.62 | 3.01 | 3.16 | 4.28 | 5.85 | 4.64 | 5.51 | 3.57 | 3.50 | 4.27 | 2.63 | 6.59 | 4.54 | 4.88 | 6.69 | 4.16 | 3.23 | 3.15 |
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 |
|---|---|---|---|---|
| Laurelwood Pediatrics Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.06%
Mar 2017 – Mar 2020 |
0.45%
Mar 2015 – Mar 2020 |
4.13%
Mar 2010 – Mar 2020 |
8.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Laurelwood Pediatrics Profit Sharing Plan Tactical Asset Allocation Moderate |
10,928.33%
Sep 2021 – Sep 2024 |
1,709.54%
Oct 2020 – Oct 2025 |
334.16%
Sep 2015 – Sep 2025 |
173.58%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart