Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Moderate | 5.55% | 17.18% | 12.45% | 7.09% | 9.06% | 7.37% | 7.30% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUPAGE MEDICAL GROUP 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 | 17.18 | 12.45 | 7.09 | 9.06 | 7.37 | 7.30 | … | … | 5.55 | 13.16 | 12.13 | 9.25 | -12.01 | 12.19 | 14.97 | 18.99 | -4.46 | 14.98 | 6.73 | -3.67 | 3.68 | 12.61 | 14.27 | 1.00 | 16.97 | 27.93 | -22.11 | 7.26 | 13.52 | 7.08 | 13.32 | 19.86 | -5.98 | 5.93 |
| Sharpe Ratio | NA | 2.38 | 0.95 | 0.40 | 0.65 | NA | NA | … | … | 0.41 | 0.95 | 1.01 | 0.63 | -1.01 | 1.03 | 0.86 | 3.01 | -0.70 | 3.46 | 0.82 | -0.47 | 0.63 | 1.80 | 1.87 | 0.06 | 1.29 | 1.47 | -1.01 | 0.42 | 1.36 | 0.76 | 1.62 | 2.26 | -0.62 | 0.35 |
| Standard Deviation(%) | NA | 8.82 | 9.62 | 10.81 | 10.34 | NA | NA | … | … | 10.34 | 10.83 | 8.43 | 8.88 | 13.32 | 11.84 | 17.13 | 5.82 | 8.37 | 4.13 | 7.92 | 7.80 | 5.84 | 7.00 | 7.59 | 15.05 | 13.07 | 18.96 | 22.85 | 9.79 | 7.44 | 6.35 | 7.62 | 8.47 | 11.49 | 9.91 |
| Draw Down(%) | NA | 7.11 | 14.78 | 19.50 | 20.61 | NA | NA | … | … | 7.11 | 14.78 | 4.53 | 9.68 | 19.12 | 5.18 | 20.61 | 2.84 | 10.84 | 1.96 | 5.70 | 9.58 | 5.09 | 7.02 | 5.85 | 14.48 | 9.67 | 20.10 | 33.16 | 5.84 | 6.93 | 4.26 | 6.78 | 8.30 | 18.44 | 11.05 |
| Yield(%) | NA | 3.86 | 5.48 | 4.42 | 3.74 | NA | NA | … | … | NA | NA | 0.92 | 3.73 | 4.38 | 8.12 | 2.19 | 2.85 | 3.37 | 2.62 | 3.20 | 3.66 | 2.86 | 3.63 | 5.50 | 4.28 | 5.16 | 3.91 | 5.66 | 8.00 | 7.87 | 5.36 | 5.01 | 3.07 | 3.49 | 3.91 |
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 |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.20%
Feb 2006 – Feb 2009 |
-0.59%
Feb 2004 – Feb 2009 |
4.62%
Oct 2013 – Oct 2023 |
5.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Strategic Asset Allocation – Optimal Moderate |
22.63%
Feb 2009 – Feb 2012 |
17.71%
Feb 2009 – Feb 2014 |
10.84%
Feb 2009 – Feb 2019 |
9.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart