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 Asset Allocation Composite Moderate | 4.70% | 19.18% | 11.73% | 4.99% | 7.74% | 7.42% | 7.70% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE EQUINOX HOLDINGS INC. 401K PLAN Asset Allocation Composite 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 (%) | 0.41 | 19.18 | 11.73 | 4.99 | 7.74 | 7.42 | 7.70 | … | … | 4.70 | 15.57 | 6.99 | 4.13 | -12.56 | 12.88 | 11.22 | 19.64 | -4.66 | 13.53 | 9.08 | -3.34 | 8.82 | 15.47 | 17.12 | 2.69 | 9.21 | 18.79 | -2.04 | 6.91 | 9.86 | 5.42 | 11.05 | 13.97 | -0.39 | 2.31 |
| Sharpe Ratio | NA | 2.06 | 0.90 | 0.20 | 0.68 | NA | NA | … | … | 0.31 | 1.33 | 0.45 | 0.06 | -1.61 | 1.49 | 1.06 | 2.85 | -0.70 | 2.79 | 1.35 | -0.45 | 1.38 | 1.93 | 2.33 | 0.20 | 1.09 | 2.24 | -0.77 | 0.40 | 0.99 | 0.48 | 1.44 | 2.05 | -0.62 | -2.43 |
| Standard Deviation(%) | NA | 8.34 | 8.78 | 8.55 | 8.25 | NA | NA | … | … | 10.71 | 9.53 | 7.57 | 7.93 | 8.66 | 8.61 | 10.40 | 6.37 | 8.63 | 4.61 | 6.57 | 7.47 | 6.39 | 7.98 | 7.32 | 13.07 | 8.36 | 8.34 | 3.91 | 9.36 | 6.53 | 6.59 | 6.98 | 6.45 | 2.47 | 0.05 |
| Draw Down(%) | NA | 7.44 | 11.09 | 19.63 | 19.63 | NA | NA | … | … | 7.44 | 10.35 | 4.60 | 8.71 | 13.20 | 3.72 | 8.06 | 2.91 | 10.75 | 1.91 | 4.59 | 8.57 | 4.63 | 7.73 | 5.90 | 12.11 | 7.59 | 3.91 | 6.44 | 5.58 | 5.22 | 4.36 | 4.73 | 4.53 | 2.70 | 0.00 |
| Yield(%) | NA | 4.18 | 4.24 | 3.54 | 3.68 | NA | NA | … | … | NA | NA | 0.84 | 4.03 | 3.45 | 4.75 | 1.25 | 3.90 | 3.52 | 4.32 | 2.75 | 4.29 | 5.13 | 5.25 | 4.52 | 3.45 | 2.40 | 1.97 | 0.82 | 7.59 | 6.54 | 5.05 | 3.77 | 2.40 | 1.03 | 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 EQUINOX HOLDINGS INC. 401K PLAN Asset Allocation Composite Moderate |
-1.33%
Apr 2021 – Apr 2024 |
3.05%
Sep 2018 – Sep 2023 |
4.41%
Oct 2013 – Oct 2023 |
6.50%
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 Asset Allocation Composite Moderate |
15.03%
Sep 2011 – Sep 2014 |
14.22%
Jun 2009 – Jun 2014 |
10.10%
Apr 2003 – Apr 2013 |
9.13%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart