Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | NA | 20.34% | 0.28% | 5.10% | 5.12% | 6.64% | 6.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.11 | 20.34 | 0.28 | 5.10 | 5.12 | 6.64 | 6.21 | … | … | 0.19 | 4.07 | 12.02 | -15.59 | 3.22 | 20.12 | 18.78 | -6.31 | 11.05 | 5.77 | -0.21 | 4.82 | 14.68 | 14.66 | -2.99 | 14.05 | 30.38 | -26.92 | 10.19 | 11.89 | 8.50 | 11.34 | 23.16 | 0.66 | 8.42 |
| Sharpe Ratio | NA | -0.17 | -0.40 | 0.13 | 0.32 | NA | NA | … | … | 0.03 | -0.32 | 0.87 | -1.23 | 0.37 | 1.17 | 2.42 | -0.85 | 2.37 | 0.69 | -0.03 | 0.79 | 2.12 | 1.87 | -0.21 | 1.27 | 1.80 | -1.26 | 0.76 | 1.23 | 0.95 | 1.49 | 3.21 | -0.05 | 0.74 |
| Standard Deviation(%) | NA | 7.84 | 10.54 | 11.81 | 9.87 | NA | NA | … | … | 4.88 | 7.92 | 8.89 | 13.82 | 8.56 | 17.04 | 7.17 | 8.93 | 4.39 | 8.11 | 7.89 | 6.12 | 6.92 | 7.81 | 14.08 | 11.00 | 16.86 | 22.19 | 9.51 | 7.02 | 6.65 | 6.98 | 7.00 | 9.55 | 8.25 |
| Draw Down(%) | NA | 5.88 | 22.61 | 24.16 | 24.16 | NA | NA | … | … | 0.47 | 5.85 | 9.43 | 22.80 | 6.49 | 20.19 | 3.04 | 12.97 | 3.29 | 6.48 | 8.45 | 5.08 | 6.65 | 6.60 | 14.81 | 8.64 | 16.88 | 35.07 | 6.78 | 7.52 | 4.19 | 5.71 | 6.54 | 14.02 | 9.29 |
| Yield(%) | NA | 5.73 | 4.45 | 4.22 | 3.60 | NA | NA | … | … | NA | 0.55 | 5.85 | 2.84 | 4.13 | 5.24 | 2.69 | 3.58 | 0.56 | 3.79 | 4.70 | 2.49 | 2.55 | 3.66 | 2.61 | 3.91 | 3.30 | 4.99 | 4.96 | 5.86 | 5.34 | 3.17 | 3.12 | 3.57 | 4.09 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Strategic Asset |
-7.74%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
3.91%
Oct 2013 – Oct 2023 |
4.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Strategic Asset |
20.15%
Feb 2009 – Feb 2012 |
16.39%
Feb 2009 – Feb 2014 |
10.14%
Feb 2009 – Feb 2019 |
8.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart