Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | 3.06% | 17.82% | 12.71% | 6.06% | 8.91% | 7.88% | 7.12% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing 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 (%) | 0.21 | 17.82 | 12.71 | 6.06 | 8.91 | 7.88 | 7.12 | … | … | 3.06 | 15.80 | 8.64 | 12.58 | -12.57 | 7.32 | 19.42 | 18.32 | -3.52 | 15.49 | 4.61 | -0.04 | 6.52 | 17.81 | 10.99 | 2.58 | 10.76 | 17.03 | -20.10 | 7.89 | 13.08 | 5.55 | 10.12 | 19.73 | -11.70 | -6.20 |
| Sharpe Ratio | NA | 1.93 | 0.97 | 0.36 | 0.68 | NA | NA | … | … | 0.28 | 1.38 | 0.55 | 1.07 | -1.07 | 0.80 | 1.07 | 2.85 | -0.53 | 3.69 | 0.57 | -0.01 | 1.00 | 2.75 | 1.61 | 0.21 | 1.00 | 1.07 | -0.97 | 0.51 | 1.46 | 0.57 | 1.41 | 2.20 | -0.94 | -0.73 |
| Standard Deviation(%) | NA | 8.85 | 9.27 | 9.86 | 10.10 | NA | NA | … | … | 10.94 | 9.37 | 9.17 | 8.31 | 13.05 | 9.09 | 17.89 | 5.91 | 9.28 | 4.01 | 7.65 | 7.88 | 6.50 | 6.45 | 6.80 | 11.89 | 10.66 | 15.87 | 21.71 | 9.25 | 6.61 | 5.75 | 6.48 | 8.65 | 13.63 | 11.84 |
| Draw Down(%) | NA | 7.16 | 11.08 | 19.96 | 20.41 | NA | NA | … | … | 7.16 | 9.34 | 5.41 | 8.12 | 18.82 | 6.30 | 20.41 | 2.48 | 10.85 | 1.51 | 6.96 | 7.36 | 4.49 | 5.55 | 5.04 | 10.21 | 8.51 | 17.80 | 30.28 | 5.54 | 5.77 | 3.86 | 5.54 | 7.72 | 19.35 | 18.62 |
| Yield(%) | NA | 4.77 | 3.95 | 4.05 | 4.26 | NA | NA | … | … | NA | NA | 0.46 | 4.90 | 2.75 | 3.93 | 4.65 | 3.83 | 4.22 | 5.69 | 3.17 | 4.71 | 4.82 | 4.96 | 2.82 | 3.42 | 2.83 | 2.97 | 3.58 | 3.25 | 3.31 | 3.07 | 3.04 | 3.41 | 1.35 | 1.63 |
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 |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal M |
-6.06%
Feb 2006 – Feb 2009 |
-0.84%
Feb 2004 – Feb 2009 |
4.34%
Feb 2001 – Feb 2011 |
4.85%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal M |
17.10%
Feb 2009 – Feb 2012 |
15.55%
Feb 2009 – Feb 2014 |
10.14%
Feb 2009 – Feb 2019 |
9.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart