Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Tactical Asset Allocation Moderate | NA | 32.02% | 12.40% | 11.24% | 6.70% | 6.61% | 7.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) 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 (%) | -0.03 | 32.02 | 12.40 | 11.24 | 6.70 | 6.61 | 7.85 | … | … | 0.72 | 21.27 | 27.23 | -7.64 | 7.70 | 9.28 | 4.15 | -2.16 | 9.47 | 6.04 | -4.09 | 1.90 | 12.61 | 6.40 | 2.95 | 5.97 | 22.74 | -14.17 | 19.17 | 12.99 | 16.40 | 15.63 | 17.27 | -0.42 | 6.02 |
| Sharpe Ratio | NA | 2.62 | 1.03 | 0.94 | 0.68 | NA | NA | … | … | 0.13 | 2.41 | 3.65 | -0.69 | 0.84 | 1.08 | 0.58 | -0.49 | 1.65 | 1.06 | -0.84 | 0.29 | 1.78 | 1.03 | 0.35 | 0.55 | 2.45 | -1.48 | 1.58 | 1.22 | 2.21 | 1.75 | 2.58 | -0.27 | 0.81 |
| Standard Deviation(%) | NA | 6.04 | 9.11 | 8.99 | 7.49 | NA | NA | … | … | 5.12 | 6.08 | 6.29 | 13.11 | 9.16 | 8.40 | 4.76 | 7.16 | 5.34 | 5.52 | 4.90 | 6.56 | 7.05 | 6.17 | 8.44 | 10.71 | 9.26 | 10.19 | 10.23 | 7.96 | 6.44 | 8.41 | 6.42 | 5.63 | 4.56 |
| Draw Down(%) | NA | 3.72 | 14.42 | 16.33 | 16.33 | NA | NA | … | … | 0.30 | 3.72 | 2.35 | 15.31 | 4.41 | 8.76 | 3.88 | 8.29 | 2.45 | 3.17 | 8.04 | 6.01 | 5.27 | 5.56 | 5.21 | 8.37 | 4.50 | 20.84 | 7.91 | 9.63 | 4.95 | 9.49 | 4.50 | 7.11 | 2.46 |
| Yield(%) | NA | 18.51 | 12.80 | 9.29 | 5.98 | NA | NA | … | … | NA | 5.88 | 17.55 | 8.05 | 6.75 | 2.64 | 5.46 | 5.70 | 0.28 | 3.32 | 1.43 | 2.31 | 2.55 | 4.52 | 5.48 | 3.02 | 4.63 | 3.35 | 9.66 | 7.40 | 5.56 | 2.95 | 5.87 | 4.09 | 6.47 |
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 |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Tactical Asset Allocation Moderate |
-0.81%
Oct 2017 – Oct 2020 |
0.65%
Sep 2017 – Sep 2022 |
3.10%
Sep 2012 – Sep 2022 |
3.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Tactical Asset Allocation Moderate |
27.20%
Sep 2022 – Sep 2025 |
17.54%
Oct 2002 – Oct 2007 |
10.34%
Jul 2003 – Jul 2013 |
8.68%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart