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) Strategic Asset Allocation – Optimal Moderate | NA | 31.19% | 11.41% | 13.43% | 8.96% | 8.81% | 7.77% | … | … |
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) 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 (%) | -0.74 | 31.19 | 11.41 | 13.43 | 8.96 | 8.81 | 7.77 | … | … | 0.80 | 19.52 | 22.10 | -4.84 | 7.50 | 22.78 | 17.10 | -3.41 | 9.14 | 7.30 | -2.23 | 3.90 | 13.04 | 11.15 | -3.48 | 12.50 | 27.24 | -26.86 | 9.91 | 10.58 | 10.84 | 13.25 | 22.96 | -10.85 | -0.36 |
| Sharpe Ratio | NA | 2.12 | 0.90 | 0.93 | 0.77 | NA | NA | … | … | 0.14 | 1.87 | 2.54 | -0.52 | 0.86 | 1.24 | 1.99 | -0.47 | 1.93 | 0.84 | -0.32 | 0.68 | 1.99 | 1.45 | -0.25 | 1.12 | 1.47 | -1.22 | 0.75 | 0.97 | 1.36 | 1.53 | 2.35 | -0.96 | -0.21 |
| Standard Deviation(%) | NA | 6.84 | 8.96 | 11.40 | 9.77 | NA | NA | … | … | 5.18 | 6.90 | 7.02 | 11.97 | 8.71 | 18.23 | 7.90 | 10.12 | 4.42 | 8.44 | 7.14 | 5.71 | 6.53 | 7.64 | 13.86 | 11.05 | 18.44 | 22.78 | 9.24 | 7.53 | 6.38 | 8.05 | 9.47 | 12.40 | 12.67 |
| Draw Down(%) | NA | 4.21 | 13.77 | 21.88 | 21.88 | NA | NA | … | … | 0.24 | 4.21 | 4.63 | 13.81 | 3.76 | 21.88 | 4.81 | 11.15 | 2.60 | 5.46 | 7.99 | 4.33 | 5.08 | 6.85 | 14.21 | 8.30 | 17.07 | 34.76 | 6.18 | 9.25 | 4.16 | 7.02 | 8.02 | 21.24 | 18.63 |
| Yield(%) | NA | 15.41 | 10.38 | 8.85 | 6.32 | NA | NA | … | … | NA | 4.60 | 14.64 | 7.39 | 8.85 | 4.74 | 1.91 | 8.31 | 0.73 | 1.27 | 5.69 | 3.28 | 3.04 | 2.07 | 3.01 | 2.02 | 1.95 | 2.26 | 7.86 | 5.60 | 3.03 | 1.64 | 1.93 | 1.71 | 2.15 |
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 |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 403(B) Strategic Asset Allocation – Optimal Moderate |
-8.27%
Feb 2006 – Feb 2009 |
-0.63%
Feb 2004 – Feb 2009 |
3.95%
Feb 2006 – Feb 2016 |
4.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 403(B) Strategic Asset Allocation – Optimal Moderate |
25.11%
Sep 2022 – Sep 2025 |
17.38%
Mar 2020 – Mar 2025 |
11.72%
Sep 2015 – Sep 2025 |
10.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart