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 Strategic Asset Allocation – Optimal Moderate | 5.42% | 22.84% | 13.77% | 6.80% | 8.86% | 7.24% | 7.10% | … | … |
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 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 (%) | 0.49 | 22.84 | 13.77 | 6.80 | 8.86 | 7.24 | 7.10 | … | … | 5.42 | 16.62 | 8.41 | 12.69 | -13.62 | 8.21 | 16.96 | 17.63 | -3.90 | 14.19 | 7.46 | -2.29 | 5.88 | 9.39 | 11.83 | 1.31 | 14.75 | 26.98 | -23.20 | 9.48 | 15.44 | 10.59 | 16.44 | 29.28 | -1.06 | 4.15 |
| Sharpe Ratio | NA | 2.81 | 1.44 | 0.48 | 0.71 | NA | NA | … | … | 0.43 | 1.58 | 0.86 | 1.11 | -1.22 | 0.88 | 0.92 | 2.69 | -0.58 | 3.04 | 0.91 | -0.29 | 0.98 | 1.37 | 1.68 | 0.10 | 1.27 | 1.44 | -1.10 | 0.67 | 1.60 | 1.39 | 2.02 | 4.44 | -0.31 | 0.24 |
| Standard Deviation(%) | NA | 7.47 | 7.31 | 8.51 | 9.39 | NA | NA | … | … | 8.90 | 8.67 | 5.57 | 8.14 | 12.38 | 9.30 | 18.22 | 6.00 | 9.03 | 4.45 | 7.92 | 7.90 | 5.98 | 6.83 | 7.01 | 12.55 | 11.55 | 18.62 | 22.06 | 9.50 | 7.53 | 5.98 | 7.64 | 6.43 | 7.14 | 7.35 |
| Draw Down(%) | NA | 6.64 | 12.97 | 19.94 | 21.72 | NA | NA | … | … | 6.64 | 9.72 | 5.15 | 8.41 | 19.94 | 5.68 | 21.72 | 3.01 | 11.00 | 1.95 | 5.88 | 9.36 | 5.35 | 7.45 | 5.66 | 11.74 | 8.54 | 17.64 | 36.25 | 6.40 | 9.06 | 4.08 | 8.76 | 4.50 | 13.59 | 9.57 |
| Yield(%) | NA | 3.67 | 4.35 | 3.55 | 3.31 | NA | NA | … | … | NA | NA | 0.62 | 3.62 | 4.16 | 4.57 | 2.77 | 1.94 | 3.17 | 3.25 | 3.67 | 2.30 | 4.08 | 3.45 | 3.56 | 3.23 | 2.80 | 2.77 | 4.06 | 6.10 | 6.37 | 4.12 | 4.28 | 3.06 | 4.10 | 5.34 |
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 Strategic Asset Allocation – Opt |
-6.94%
Feb 2006 – Feb 2009 |
0.68%
Feb 2004 – Feb 2009 |
4.57%
Oct 2013 – Oct 2023 |
4.80%
Sep 2007 – Sep 2022 |
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 Strategic Asset Allocation – Opt |
21.81%
Feb 2009 – Feb 2012 |
17.27%
Oct 2002 – Oct 2007 |
10.84%
Mar 2003 – Mar 2013 |
9.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart