Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | 5.05% | 25.20% | 14.51% | 5.44% | 8.68% | 7.01% | 6.75% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT 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 (%) | 0.06 | 25.20 | 14.51 | 5.44 | 8.68 | 7.01 | 6.75 | … | … | 5.05 | 21.82 | 6.90 | 11.40 | -15.81 | 3.76 | 17.42 | 18.97 | -4.90 | 16.61 | 5.97 | -0.10 | 3.16 | 13.92 | 15.73 | -4.90 | 15.35 | 30.82 | -27.31 | 11.44 | 9.80 | 9.24 | 13.70 | 22.78 | -4.16 | 9.01 |
| Sharpe Ratio | NA | 2.39 | 1.02 | 0.25 | 0.57 | NA | NA | … | … | 0.31 | 1.71 | 0.38 | 0.80 | -1.07 | 0.42 | 0.95 | 2.30 | -0.59 | 2.57 | 0.67 | -0.02 | 0.41 | 1.82 | 2.06 | -0.32 | 1.34 | 1.92 | -1.28 | 0.84 | 0.88 | 1.07 | 1.67 | 2.27 | -0.41 | 0.68 |
| Standard Deviation(%) | NA | 10.03 | 10.03 | 11.29 | 11.20 | NA | NA | … | … | 12.07 | 11.09 | 8.72 | 9.69 | 16.16 | 8.91 | 18.01 | 7.61 | 10.66 | 6.21 | 8.62 | 8.53 | 7.67 | 7.65 | 7.62 | 15.29 | 11.42 | 16.02 | 22.11 | 9.83 | 7.23 | 6.51 | 7.61 | 9.71 | 13.08 | 9.63 |
| Draw Down(%) | NA | 8.21 | 11.15 | 25.49 | 25.77 | NA | NA | … | … | 8.21 | 9.95 | 5.17 | 8.74 | 24.96 | 6.35 | 21.68 | 3.30 | 12.53 | 2.60 | 8.21 | 8.62 | 6.11 | 7.85 | 6.23 | 17.03 | 8.18 | 16.51 | 35.15 | 6.42 | 7.39 | 4.31 | 6.26 | 6.57 | 19.24 | 9.92 |
| Yield(%) | NA | 3.74 | 4.40 | 3.71 | 3.69 | NA | NA | … | … | NA | NA | 0.76 | 3.93 | 3.55 | 4.86 | 2.98 | 3.12 | 3.57 | 3.71 | 2.22 | 5.07 | 3.69 | 3.40 | 4.05 | 3.58 | 4.33 | 3.53 | 4.12 | 4.52 | 4.40 | 5.17 | 5.76 | 4.57 | 3.63 | 7.30 |
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 |
|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-8.07%
Feb 2006 – Feb 2009 |
-0.91%
Feb 2004 – Feb 2009 |
4.18%
Oct 2013 – Oct 2023 |
4.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
20.21%
Feb 2009 – Feb 2012 |
16.30%
Feb 2009 – Feb 2014 |
10.77%
Feb 2009 – Feb 2019 |
8.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart