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 Strategic Asset Allocation – Optimal Moderate | NA | 23.26% | 1.95% | 5.79% | 5.95% | 7.85% | 6.70% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K 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 (%) | -1.02 | 23.26 | 1.95 | 5.79 | 5.95 | 7.85 | 6.70 | … | … | 0.26 | 7.47 | 10.60 | -12.80 | 7.97 | 12.37 | 19.64 | -4.78 | 15.47 | 6.31 | -0.73 | 6.40 | 12.43 | 15.84 | 2.10 | 17.12 | 26.38 | -26.13 | 6.99 | 10.84 | 6.01 | 10.80 | 20.49 | -8.64 | 4.12 |
| Sharpe Ratio | NA | 0.25 | -0.22 | 0.19 | 0.41 | NA | NA | … | … | 0.03 | 0.11 | 0.76 | -1.04 | 0.93 | 0.65 | 2.91 | -0.68 | 3.64 | 0.76 | -0.10 | 0.96 | 1.76 | 2.13 | 0.16 | 1.59 | 1.60 | -1.18 | 0.43 | 1.12 | 0.58 | 1.37 | 2.19 | -0.72 | 0.16 |
| Standard Deviation(%) | NA | 7.90 | 10.28 | 12.18 | 10.03 | NA | NA | … | … | 7.20 | 7.98 | 8.32 | 13.57 | 8.54 | 18.74 | 6.27 | 9.01 | 4.08 | 8.06 | 7.93 | 6.68 | 7.06 | 7.39 | 13.14 | 10.71 | 16.46 | 23.01 | 9.32 | 6.79 | 6.57 | 7.22 | 9.06 | 13.53 | 11.12 |
| Draw Down(%) | NA | 4.71 | 19.23 | 22.15 | 22.15 | NA | NA | … | … | 0.64 | 4.65 | 8.56 | 20.00 | 4.76 | 22.15 | 3.01 | 11.36 | 1.62 | 6.46 | 8.04 | 5.00 | 7.66 | 5.68 | 12.54 | 7.72 | 17.52 | 36.68 | 5.93 | 4.95 | 4.22 | 5.41 | 7.17 | 20.11 | 12.03 |
| Yield(%) | NA | 3.48 | 3.86 | 3.23 | 3.34 | NA | NA | … | … | NA | 0.86 | 3.19 | 4.68 | 2.56 | 1.47 | 3.40 | 2.93 | 3.28 | 2.76 | 3.67 | 5.22 | 3.90 | 3.68 | 4.19 | 2.56 | 2.80 | 3.94 | 7.82 | 6.98 | 5.24 | 4.08 | 2.65 | 2.50 | 2.70 |
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 |
|---|---|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.92%
Feb 2006 – Feb 2009 |
-2.33%
Feb 2004 – Feb 2009 |
4.55%
Oct 2013 – Oct 2023 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.96%
Feb 2009 – Feb 2012 |
17.83%
Feb 2009 – Feb 2014 |
11.40%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart