Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE CHILDRENS HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 6.44% | 20.39% | 13.40% | 5.74% | 7.86% | 6.37% | 7.14% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE CHILDRENS HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.32 | 20.39 | 13.40 | 5.74 | 7.86 | 6.37 | 7.14 | … | … | 6.44 | 12.13 | 9.85 | 14.98 | -14.48 | 6.92 | 14.67 | 12.55 | -6.20 | 16.49 | 7.78 | -2.81 | 0.99 | 17.17 | 8.15 | -1.79 | 6.50 | 23.04 | -10.93 | 19.11 | 18.81 | 17.00 | 11.64 | 21.62 | -9.81 | 2.31 |
| Sharpe Ratio | NA | 2.42 | 0.96 | 0.34 | 0.67 | NA | NA | … | … | 0.51 | 0.80 | 0.79 | 1.32 | -1.49 | 0.74 | 1.56 | 1.54 | -0.87 | 3.10 | 0.91 | -0.34 | 0.12 | 2.11 | 0.94 | -0.16 | 0.48 | 2.06 | -1.67 | 1.27 | 1.50 | 2.14 | 1.21 | 3.48 | -1.68 | -2.43 |
| Standard Deviation(%) | NA | 9.03 | 9.68 | 9.73 | 9.03 | NA | NA | … | … | 11.95 | 11.55 | 7.83 | 8.59 | 10.68 | 9.38 | 9.27 | 7.21 | 8.67 | 5.11 | 8.27 | 8.28 | 8.12 | 8.11 | 8.59 | 11.52 | 13.23 | 11.12 | 7.11 | 12.58 | 10.24 | 6.90 | 8.80 | 6.01 | 6.54 | 0.05 |
| Draw Down(%) | NA | 7.20 | 14.34 | 15.94 | 15.94 | NA | NA | … | … | 7.20 | 13.44 | 5.18 | 7.55 | 15.46 | 4.90 | 6.89 | 4.45 | 13.53 | 2.32 | 4.53 | 9.58 | 7.51 | 4.88 | 8.77 | 11.06 | 9.95 | 5.70 | 12.36 | 10.15 | 13.87 | 5.76 | 10.09 | 2.45 | 11.52 | 0.00 |
| Yield(%) | NA | 6.71 | 4.56 | 3.22 | 2.62 | NA | NA | … | … | NA | NA | 0.68 | 6.61 | 2.89 | 3.59 | 0.75 | 2.20 | 2.27 | 0.34 | 1.94 | 2.14 | 2.98 | 3.71 | 1.72 | 0.76 | 0.71 | 1.14 | 0.58 | 5.05 | 4.38 | 2.91 | 2.01 | 2.04 | 0.88 | 2.31 |
Data as of 02/27/2026, 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 CHILDRENS HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
1.58%
Jan 2021 – Jan 2024 |
2.05%
Dec 2017 – Dec 2022 |
4.02%
Oct 2013 – Oct 2023 |
4.50%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CHILDRENS HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
23.24%
Oct 2004 – Oct 2007 |
18.60%
Oct 2002 – Oct 2007 |
11.13%
Apr 2003 – Apr 2013 |
10.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart