Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -8.48% | -3.15% | 3.66% | 4.10% | 6.66% | 6.43% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.32 | -8.48 | -3.15 | 3.66 | 4.10 | 6.66 | 6.43 | … | … | -2.59 | 0.56 | 6.86 | -13.65 | 14.00 | 8.80 | 19.60 | -2.65 | 17.87 | 4.51 | -0.20 | 6.43 | 17.21 | 18.04 | 4.65 | 14.57 | 18.58 | -14.79 | 6.89 | 10.30 | 5.06 | 11.84 | 18.96 | -3.14 | 4.99 |
| Sharpe Ratio | NA | -0.61 | -0.45 | 0.21 | 0.35 | NA | NA | … | … | -0.27 | -0.32 | 0.41 | -1.61 | 1.44 | 0.63 | 2.83 | -0.47 | 3.54 | 0.62 | -0.03 | 0.96 | 2.17 | 2.55 | 0.36 | 1.56 | 2.04 | -1.69 | 0.40 | 1.03 | 0.43 | 1.40 | 2.63 | -1.08 | 0.51 |
| Standard Deviation(%) | NA | 12.05 | 9.28 | 9.96 | 9.20 | NA | NA | … | … | 14.13 | 9.55 | 7.85 | 9.39 | 9.72 | 13.68 | 6.40 | 8.51 | 4.86 | 6.87 | 9.12 | 6.66 | 7.93 | 7.06 | 12.88 | 9.28 | 9.07 | 9.35 | 9.35 | 6.69 | 6.53 | 7.73 | 6.93 | 3.97 | 5.03 |
| Draw Down(%) | NA | 17.54 | 17.54 | 18.09 | 18.89 | NA | NA | … | … | 14.36 | 6.81 | 8.39 | 14.05 | 4.89 | 18.89 | 2.52 | 9.95 | 1.53 | 5.15 | 8.81 | 6.18 | 8.20 | 4.72 | 11.45 | 7.38 | 5.38 | 17.83 | 6.02 | 5.34 | 4.29 | 5.21 | 4.54 | 6.61 | 5.29 |
| Yield(%) | NA | 4.08 | 3.03 | 2.92 | 3.28 | NA | NA | … | … | NA | 0.67 | 4.03 | 2.10 | 2.52 | 1.56 | 4.09 | 3.57 | 4.23 | 2.62 | 3.33 | 5.34 | 4.18 | 6.17 | 2.75 | 5.34 | 2.75 | 0.85 | 4.58 | 6.75 | 5.14 | 3.75 | 2.54 | 1.36 | 3.16 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate |
-3.15%
Mar 2022 – Mar 2025 |
2.45%
Jun 2004 – Jun 2009 |
4.10%
Mar 2015 – Mar 2025 |
6.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate |
16.23%
Apr 2009 – Apr 2012 |
16.10%
Jun 2009 – Jun 2014 |
11.02%
Jun 2009 – Jun 2019 |
9.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart