Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Asset Allocation Composite Moderate | NA | 23.91% | 2.68% | 7.61% | 6.83% | 7.82% | 9.14% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Asset Allocation Composite Moderate | 12/31/2000 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.30 | 23.91 | 2.68 | 7.61 | 6.83 | 7.82 | 9.14 | … | … | 13.08 | 11.22 | -18.59 | 32.47 | 2.06 | 17.84 | -5.06 | 10.57 | 12.46 | -2.66 | 3.81 | 21.92 | 11.23 | -1.58 | 13.10 | 21.96 | 3.26 | 13.77 | 13.47 | 8.53 | 12.72 | 39.49 | 11.09 | 3.66 |
| Sharpe Ratio | NA | 1.02 | -0.10 | 0.33 | 0.50 | NA | NA | … | … | 0.84 | 0.83 | -1.66 | 1.58 | 0.16 | 2.64 | -0.64 | 1.72 | 1.62 | -0.43 | 0.43 | 2.49 | 1.25 | -0.10 | 1.23 | 2.40 | 0.29 | 1.10 | 1.26 | 0.95 | 1.40 | 5.55 | 1.92 | 0.22 |
| Standard Deviation(%) | NA | 7.82 | 10.06 | 12.87 | 10.48 | NA | NA | … | … | 7.86 | 8.38 | 12.03 | 20.48 | 11.40 | 6.22 | 9.92 | 5.79 | 7.56 | 6.20 | 8.73 | 8.78 | 8.91 | 16.06 | 10.57 | 9.09 | 7.94 | 9.77 | 8.12 | 6.73 | 8.42 | 6.98 | 5.19 | 6.10 |
| Draw Down(%) | NA | 4.99 | 20.69 | 21.33 | 21.33 | NA | NA | … | … | 4.99 | 9.43 | 20.69 | 8.30 | 18.33 | 3.55 | 12.40 | 2.18 | 4.72 | 7.06 | 7.10 | 6.52 | 9.81 | 16.95 | 10.02 | 5.18 | 6.77 | 8.57 | 9.31 | 5.62 | 8.82 | 3.33 | 2.49 | 5.13 |
| Yield(%) | NA | 4.93 | 5.26 | 9.53 | 6.97 | NA | NA | … | … | 0.98 | 4.52 | 2.96 | 29.32 | 5.30 | 2.79 | 2.60 | 5.67 | 3.05 | 2.96 | 8.24 | 2.63 | 2.38 | 2.72 | 3.53 | 4.74 | 4.39 | 5.76 | 4.49 | 5.21 | 2.66 | 2.41 | 6.06 | 6.39 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Asset Allocation Composite Moderate |
-0.99%
Apr 2021 – Apr 2024 |
2.80%
May 2015 – May 2020 |
4.93%
Oct 2013 – Oct 2023 |
7.46%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Asset Allocation Composite Moderate |
21.04%
Mar 2003 – Mar 2006 |
17.89%
Oct 2002 – Oct 2007 |
14.60%
Apr 2001 – Apr 2011 |
11.91%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart