Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Tactical Asset Allocation Moderate | 8.68% | 23.43% | 10.08% | 5.67% | 8.22% | 7.13% | 8.74% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K 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 (%) | 0.98 | 23.43 | 10.08 | 5.67 | 8.22 | 7.13 | 8.74 | … | … | 8.68 | 11.89 | -2.11 | 14.60 | -11.30 | 15.76 | 19.58 | 8.84 | -0.02 | 13.34 | 7.09 | -2.46 | 2.67 | 15.59 | 7.95 | 6.07 | 10.35 | 27.27 | -2.61 | 19.81 | 17.28 | 13.22 | 16.03 | 23.88 | 12.04 | 6.92 |
| Sharpe Ratio | NA | 2.37 | 0.53 | 0.21 | 0.72 | NA | NA | … | … | 0.47 | 0.75 | -0.58 | 1.38 | -1.32 | 1.60 | 2.16 | 1.39 | -0.20 | 2.39 | 1.06 | -0.35 | 0.45 | 2.18 | 1.29 | 0.57 | 0.78 | 2.23 | -0.39 | 1.49 | 1.60 | 1.61 | 1.82 | 4.10 | 1.83 | 0.89 |
| Standard Deviation(%) | NA | 8.96 | 10.49 | 10.04 | 8.73 | NA | NA | … | … | 12.11 | 12.03 | 9.80 | 7.92 | 9.67 | 9.81 | 8.95 | 5.30 | 7.09 | 5.30 | 6.50 | 7.12 | 5.84 | 7.14 | 6.11 | 10.59 | 13.11 | 12.20 | 9.13 | 11.15 | 8.67 | 6.80 | 8.27 | 5.66 | 5.94 | 5.05 |
| Draw Down(%) | NA | 8.48 | 18.88 | 18.88 | 18.88 | NA | NA | … | … | 8.48 | 13.46 | 8.70 | 6.07 | 12.65 | 4.79 | 5.56 | 3.28 | 7.28 | 2.52 | 4.52 | 8.53 | 6.31 | 6.77 | 4.96 | 9.99 | 9.23 | 5.62 | 9.11 | 9.64 | 11.74 | 5.99 | 11.47 | 3.10 | 5.27 | 2.96 |
| Yield(%) | NA | 3.73 | 2.26 | 2.56 | 2.64 | NA | NA | … | … | NA | NA | 0.71 | 3.31 | 1.68 | 1.26 | 3.01 | 3.31 | 2.31 | 2.61 | 2.32 | 2.54 | 4.98 | 2.96 | 4.62 | 4.14 | 4.63 | 4.42 | 3.90 | 5.39 | 4.47 | 3.88 | 3.94 | 3.14 | 6.66 | 5.84 |
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 |
|---|---|---|---|---|
| JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Tactical Asset Allocation Modera |
-1.12%
Mar 2022 – Mar 2025 |
3.98%
Dec 2013 – Dec 2018 |
5.07%
Mar 2015 – Mar 2025 |
5.96%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOLIET ONCOLOGY HEMATOLOGY ASSOCIATES LTD. PROFIT SHARING/401K PLAN Tactical Asset Allocation Modera |
21.00%
Oct 2004 – Oct 2007 |
19.18%
Oct 2002 – Oct 2007 |
15.03%
Apr 2001 – Apr 2011 |
11.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart