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 Asset Allocation Composite Moderate | 6.66% | 18.71% | 13.91% | 6.51% | 8.11% | 7.51% | 8.46% | … | … |
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 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 (%) | 0.63 | 18.71 | 13.91 | 6.51 | 8.11 | 7.51 | 8.46 | … | … | 6.66 | 13.47 | 13.38 | 8.30 | -15.73 | 13.77 | 13.47 | 16.93 | -2.67 | 11.33 | 10.10 | -0.43 | 7.92 | 11.89 | 10.81 | 1.67 | 12.65 | 16.39 | 8.45 | 5.62 | 15.98 | 9.07 | 15.09 | 25.52 | 13.97 | 6.57 |
| Sharpe Ratio | NA | 2.67 | 1.15 | 0.37 | 0.80 | NA | NA | … | … | 0.48 | 1.15 | 1.27 | 0.58 | -1.90 | 1.54 | 1.64 | 2.67 | -0.48 | 2.30 | 1.63 | -0.07 | 1.29 | 1.62 | 1.64 | 0.12 | 1.24 | 1.49 | 0.91 | 0.25 | 1.75 | 1.00 | 1.75 | 3.88 | 2.20 | 0.63 |
| Standard Deviation(%) | NA | 7.31 | 8.46 | 8.56 | 7.88 | NA | NA | … | … | 8.79 | 9.19 | 7.70 | 8.01 | 9.02 | 8.92 | 8.06 | 5.78 | 8.44 | 4.64 | 6.07 | 6.97 | 6.11 | 7.30 | 6.55 | 13.55 | 10.11 | 10.96 | 8.19 | 9.77 | 7.16 | 6.82 | 8.07 | 6.39 | 5.82 | 6.59 |
| Draw Down(%) | NA | 6.77 | 11.87 | 18.45 | 18.45 | NA | NA | … | … | 6.77 | 11.87 | 4.13 | 8.45 | 16.35 | 3.46 | 8.78 | 2.26 | 10.18 | 2.40 | 4.37 | 6.95 | 4.37 | 6.91 | 4.99 | 11.64 | 7.69 | 5.30 | 4.87 | 6.45 | 7.24 | 4.53 | 9.13 | 3.10 | 3.54 | 6.02 |
| Yield(%) | NA | 3.55 | 3.96 | 3.37 | 3.25 | NA | NA | … | … | NA | NA | 0.62 | 3.39 | 3.57 | 4.65 | 2.87 | 2.09 | 3.55 | 3.81 | 3.97 | 2.00 | 3.14 | 4.00 | 4.46 | 2.85 | 3.42 | 3.28 | 4.84 | 6.31 | 6.51 | 4.12 | 3.92 | 3.94 | 9.31 | 5.41 |
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 Asset Allocation Composite Moder |
-0.58%
Apr 2021 – Apr 2024 |
3.54%
Sep 2018 – Sep 2023 |
4.90%
Oct 2013 – Oct 2023 |
6.49%
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 Asset Allocation Composite Moder |
18.44%
Mar 2003 – Mar 2006 |
16.69%
May 2002 – May 2007 |
13.44%
Apr 2001 – Apr 2011 |
11.02%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart