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 403(B) Tactical Asset Allocation Moderate | NA | 32.02% | 12.40% | 11.24% | 6.40% | 6.28% | 8.54% | … | … |
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 403(B) 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 | 6.40 | 6.28 | 8.54 | … | … | 0.72 | 21.27 | 27.23 | -7.64 | 7.70 | 9.28 | 4.14 | -2.83 | 9.50 | 5.52 | -5.87 | 2.57 | 12.22 | 4.53 | 0.50 | 7.83 | 23.14 | 2.02 | 18.99 | 14.46 | 16.23 | 15.72 | 16.15 | 5.32 | 8.48 |
| Sharpe Ratio | NA | 2.62 | 1.03 | 0.94 | 0.63 | NA | NA | … | … | 0.13 | 2.41 | 3.65 | -0.69 | 0.84 | 1.08 | 0.57 | -0.55 | 1.66 | 1.02 | -1.00 | 0.41 | 1.76 | 0.87 | 0.06 | 0.72 | 2.52 | 0.19 | 1.50 | 1.42 | 2.23 | 1.89 | 2.70 | 0.77 | 1.24 |
| Standard Deviation(%) | NA | 6.04 | 9.11 | 8.99 | 7.58 | NA | NA | … | … | 5.12 | 6.08 | 6.29 | 13.11 | 9.16 | 8.40 | 4.81 | 7.48 | 5.33 | 5.23 | 5.91 | 6.29 | 6.93 | 5.15 | 8.26 | 10.70 | 9.16 | 5.75 | 10.63 | 7.88 | 6.30 | 7.82 | 5.73 | 5.48 | 4.99 |
| 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 | 9.21 | 2.43 | 3.01 | 9.32 | 5.54 | 5.63 | 5.00 | 7.00 | 8.89 | 4.57 | 5.20 | 7.84 | 9.21 | 4.82 | 8.37 | 3.71 | 6.23 | 4.10 |
| Yield(%) | NA | 18.51 | 12.80 | 9.27 | 6.01 | NA | NA | … | … | NA | 5.88 | 17.55 | 8.05 | 6.75 | 2.64 | 5.36 | 5.74 | 0.28 | 3.12 | 2.17 | 2.11 | 2.78 | 5.03 | 3.64 | 4.58 | 5.42 | 3.97 | 7.20 | 7.60 | 5.58 | 2.80 | 3.14 | 4.99 | 8.31 |
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 403(B) Tactical Asset Allocation Moderate |
-1.03%
Oct 2017 – Oct 2020 |
0.51%
Sep 2017 – Sep 2022 |
2.64%
Oct 2010 – Oct 2020 |
4.20%
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 403(B) Tactical Asset Allocation Moderate |
27.20%
Sep 2022 – Sep 2025 |
17.02%
Oct 2020 – Oct 2025 |
13.02%
Apr 2001 – Apr 2011 |
9.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart