Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Strategic Asset Allocation – Optimal Moderate | NA | 6.31% | 4.84% | 8.09% | 4.53% | 5.43% | 6.03% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.62 | 6.31 | 4.84 | 8.09 | 4.53 | 5.43 | 6.03 | … | … | 8.60 | 9.85 | 12.55 | -18.11 | 6.59 | 12.97 | 19.01 | -6.69 | 6.59 | 9.48 | -1.51 | 3.11 | 11.55 | 13.73 | -2.33 | 13.11 | 27.21 | -27.22 | 16.26 | 16.37 | 12.01 | 15.79 | 36.98 | -0.72 | 11.59 |
| Sharpe Ratio | NA | 0.76 | 0.53 | 0.45 | 0.34 | NA | NA | … | … | 0.54 | 0.79 | 1.04 | -1.38 | 0.61 | 0.70 | 2.80 | -0.78 | 1.08 | 1.04 | -0.19 | 0.43 | 1.57 | 1.81 | -0.19 | 1.17 | 1.73 | -1.36 | 1.45 | 1.68 | 1.65 | 1.91 | 4.67 | -0.19 | 0.89 |
| Standard Deviation(%) | NA | 10.76 | 10.37 | 10.86 | 10.76 | NA | NA | … | … | 13.58 | 7.91 | 8.52 | 14.15 | 10.71 | 18.05 | 6.26 | 10.34 | 5.49 | 8.88 | 8.21 | 7.10 | 7.33 | 7.56 | 12.28 | 11.16 | 15.63 | 20.77 | 9.06 | 7.71 | 5.90 | 7.76 | 7.76 | 9.81 | 10.27 |
| Draw Down(%) | NA | 10.52 | 12.18 | 25.77 | 25.77 | NA | NA | … | … | 9.83 | 5.69 | 9.58 | 24.81 | 7.93 | 23.93 | 3.33 | 13.64 | 2.98 | 7.19 | 8.66 | 6.86 | 7.86 | 6.89 | 13.88 | 9.55 | 16.43 | 37.01 | 6.69 | 9.10 | 4.49 | 8.47 | 7.13 | 11.03 | 10.47 |
| Yield(%) | NA | 5.18 | 5.21 | 4.50 | 4.04 | NA | NA | … | … | NA | 0.76 | 4.89 | 3.63 | 6.31 | 3.17 | 3.69 | 1.94 | 0.30 | 2.45 | 5.44 | 8.10 | 1.81 | 2.51 | 3.14 | 1.84 | 2.29 | 3.72 | 7.21 | 5.67 | 6.63 | 3.58 | 3.21 | 3.14 | 3.48 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Strategic Asset Allocation – Optimal Moderate |
-5.53%
Feb 2006 – Feb 2009 |
-0.09%
Sep 2017 – Sep 2022 |
2.78%
Oct 2013 – Oct 2023 |
3.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Strategic Asset Allocation – Optimal Moderate |
24.63%
Mar 2003 – Mar 2006 |
19.67%
Oct 2002 – Oct 2007 |
11.55%
Mar 2003 – Mar 2013 |
9.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart