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 Strategic Asset Allocation – Optimal Moderate | NA | 34.58% | -20.68% | -8.31% | -2.66% | 1.03% | 2.07% | … | … |
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 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 (%) | -0.54 | 34.58 | -20.68 | -8.31 | -2.66 | 1.03 | 2.07 | … | … | 0.54 | 20.93 | 22.02 | -67.57 | 14.22 | 15.34 | 16.38 | -5.29 | 8.29 | 3.94 | -2.19 | 4.46 | 9.94 | 10.66 | -0.91 | 14.02 | 28.65 | -28.71 | 10.21 | 14.38 | 10.52 | 16.09 | 27.86 | -3.68 | 3.17 |
| Sharpe Ratio | NA | 2.08 | -0.02 | -0.01 | -0.01 | NA | NA | … | … | 0.09 | 1.91 | 2.44 | -0.04 | 1.47 | 0.88 | 2.16 | -0.73 | 1.78 | 0.48 | -0.26 | 0.75 | 1.46 | 1.49 | -0.07 | 1.26 | 1.49 | -1.25 | 0.78 | 1.61 | 1.53 | 2.58 | 3.68 | -0.53 | 0.11 |
| Standard Deviation(%) | NA | 7.41 | 1,033.81 | 799.67 | 565.14 | NA | NA | … | … | 5.27 | 7.51 | 7.29 | 1,792.96 | 9.64 | 17.21 | 6.92 | 9.08 | 4.31 | 7.71 | 8.60 | 5.93 | 6.78 | 7.13 | 14.26 | 11.04 | 19.15 | 23.73 | 9.26 | 6.90 | 5.45 | 5.87 | 7.38 | 8.99 | 7.84 |
| Draw Down(%) | NA | 3.92 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 0.30 | 3.92 | 5.01 | 100.00 | 5.56 | 21.80 | 4.00 | 11.81 | 2.56 | 7.02 | 9.16 | 5.15 | 6.73 | 5.79 | 14.73 | 7.98 | 18.36 | 40.26 | 6.43 | 8.22 | 4.72 | 5.89 | 6.96 | 15.95 | 10.45 |
| Yield(%) | NA | 15.75 | 9.16 | 7.21 | 5.43 | NA | NA | … | … | NA | 4.54 | 14.56 | 3.81 | 6.98 | 6.08 | 2.06 | 5.68 | 0.58 | 3.69 | 3.26 | 5.34 | 3.13 | 4.11 | 2.44 | 2.17 | 2.35 | 4.47 | 6.85 | 5.21 | 5.21 | 4.19 | 2.66 | 2.12 | 4.22 |
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 Strategic Asset Allocation – Optimal Moderate |
-98.53%
May 2022 – May 2025 |
-15.65%
Sep 2017 – Sep 2022 |
-5.87%
Sep 2012 – Sep 2022 |
-3.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Laurelwood Pediatrics Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
6,017.24%
May 2019 – May 2022 |
1,095.87%
May 2017 – May 2022 |
255.59%
May 2012 – May 2022 |
134.17%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison Chart