Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Houston Methodist 403B Plan Strategic Asset Allocation – Optimal Moderate | 2.97% | 15.83% | 14.66% | 7.00% | 9.51% | 8.23% | 7.50% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Houston Methodist 403B 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 (%) | 0.14 | 15.83 | 14.66 | 7.00 | 9.51 | 8.23 | 7.50 | … | … | 2.97 | 15.75 | 11.79 | 17.00 | -13.84 | 7.57 | 18.86 | 20.44 | -5.65 | 13.97 | 8.09 | 0.22 | 4.98 | 17.89 | 13.35 | -0.12 | 13.85 | 25.62 | -24.64 | 7.79 | 11.12 | 8.41 | 11.68 | 20.25 | 0.71 | 4.17 |
| Sharpe Ratio | NA | 1.97 | 1.16 | 0.42 | 0.70 | NA | NA | … | … | 0.27 | 1.29 | 0.96 | 1.57 | -1.06 | 0.82 | 0.99 | 2.72 | -0.74 | 3.01 | 1.00 | 0.02 | 0.75 | 2.61 | 1.62 | -0.01 | 1.19 | 1.55 | -1.17 | 0.53 | 1.17 | 1.02 | 1.61 | 2.43 | -0.04 | 0.21 |
| Standard Deviation(%) | NA | 8.31 | 9.18 | 10.29 | 10.56 | NA | NA | … | … | 10.39 | 9.99 | 8.47 | 8.53 | 14.36 | 9.24 | 18.73 | 6.98 | 9.54 | 4.42 | 7.92 | 8.45 | 6.58 | 6.85 | 8.20 | 14.95 | 11.52 | 16.44 | 21.88 | 8.72 | 6.56 | 6.03 | 6.64 | 8.06 | 10.71 | 8.43 |
| Draw Down(%) | NA | 7.07 | 10.99 | 21.17 | 21.93 | NA | NA | … | … | 7.07 | 10.69 | 5.02 | 7.61 | 20.46 | 5.38 | 21.93 | 3.68 | 13.03 | 1.51 | 6.06 | 7.14 | 5.07 | 5.22 | 6.50 | 14.26 | 9.42 | 17.22 | 34.81 | 5.66 | 5.66 | 3.84 | 4.93 | 6.95 | 10.64 | 9.91 |
| Yield(%) | NA | 3.56 | 3.74 | 4.59 | 4.00 | NA | NA | … | … | NA | NA | 0.52 | 3.72 | 2.87 | 6.23 | 5.82 | 4.04 | 3.86 | 4.13 | 3.20 | 3.01 | 2.87 | 2.94 | 2.34 | 2.09 | 2.48 | 2.82 | 3.51 | 7.39 | 7.14 | 3.57 | 3.11 | 2.80 | 5.54 | 4.34 |
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 |
|---|---|---|---|---|
| Houston Methodist 403B Plan Strategic Asset Allocation – Optimal Moderate |
-7.52%
Feb 2006 – Feb 2009 |
-1.11%
Feb 2004 – Feb 2009 |
5.52%
Jan 2006 – Jan 2016 |
5.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Houston Methodist 403B Plan Strategic Asset Allocation – Optimal Moderate |
19.85%
Feb 2009 – Feb 2012 |
16.69%
Feb 2009 – Feb 2014 |
10.83%
Feb 2009 – Feb 2019 |
10.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart