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 Strategic Asset Allocation – Optimal Moderate | 3.90% | 17.12% | 12.56% | 6.41% | 7.84% | 6.10% | 5.60% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.16 | 17.12 | 12.56 | 6.41 | 7.84 | 6.10 | 5.60 | … | … | 3.90 | 14.19 | 10.67 | 12.02 | -10.05 | 5.91 | 12.18 | 16.40 | -6.72 | 13.33 | 5.85 | -0.81 | 2.32 | 12.75 | 10.56 | -4.26 | 11.24 | 24.75 | -28.64 | 11.05 | 14.72 | 7.45 | 9.89 | 20.60 | -10.62 | -2.98 |
| Sharpe Ratio | NA | 2.32 | 1.20 | 0.44 | 0.60 | NA | NA | … | … | 0.50 | 1.26 | 1.04 | 1.15 | -0.92 | 0.73 | 0.66 | 2.07 | -0.89 | 2.98 | 0.66 | -0.10 | 0.35 | 1.91 | 1.25 | -0.29 | 0.91 | 1.40 | -1.27 | 0.76 | 1.47 | 0.79 | 1.21 | 2.19 | -0.91 | -0.48 |
| Standard Deviation(%) | NA | 7.34 | 7.85 | 8.95 | 9.72 | NA | NA | … | … | 9.33 | 9.00 | 6.79 | 7.24 | 12.50 | 8.04 | 17.97 | 7.21 | 9.12 | 4.26 | 8.51 | 8.33 | 6.51 | 6.67 | 8.37 | 14.57 | 12.19 | 17.57 | 23.33 | 10.35 | 7.71 | 6.57 | 7.35 | 9.07 | 12.97 | 11.39 |
| Draw Down(%) | NA | 5.95 | 9.04 | 17.96 | 20.31 | NA | NA | … | … | 5.95 | 9.04 | 4.47 | 5.93 | 16.96 | 4.20 | 20.31 | 4.19 | 13.18 | 1.28 | 6.69 | 8.66 | 5.40 | 5.14 | 7.66 | 14.95 | 9.54 | 16.85 | 36.91 | 7.05 | 9.41 | 4.66 | 5.52 | 8.33 | 19.45 | 16.93 |
| Yield(%) | NA | 6.43 | 4.23 | 3.70 | 2.65 | NA | NA | … | … | NA | NA | 0.76 | 6.60 | 2.41 | 2.99 | 3.68 | 2.21 | 1.79 | 0.54 | 1.86 | 2.33 | 1.33 | 2.92 | 2.01 | 1.07 | 0.98 | 1.11 | 1.43 | 3.64 | 3.00 | 2.19 | 1.21 | 1.64 | 1.33 | 1.61 |
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 Strategic Asset Allocation – Optimal |
-8.22%
Feb 2006 – Feb 2009 |
-1.48%
Feb 2004 – Feb 2009 |
3.21%
Oct 2007 – Oct 2017 |
2.97%
Sep 2007 – Sep 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 Strategic Asset Allocation – Optimal |
17.01%
Feb 2009 – Feb 2012 |
13.62%
Oct 2002 – Oct 2007 |
8.50%
Feb 2009 – Feb 2019 |
7.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart