Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.20% | 1.08% | 5.74% | 4.96% | 6.32% | 5.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN 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 (%) | -0.97 | 23.20 | 1.08 | 5.74 | 4.96 | 6.32 | 5.85 | … | … | 0.33 | 5.87 | 13.02 | -15.33 | 2.12 | 19.68 | 18.14 | -6.13 | 11.44 | 4.12 | -0.65 | 2.96 | 14.22 | 12.32 | -0.65 | 11.30 | 27.70 | -30.28 | 10.41 | 13.02 | 9.75 | 10.99 | 24.75 | -8.09 | 5.58 |
| Sharpe Ratio | NA | 0.06 | -0.28 | 0.15 | 0.31 | NA | NA | … | … | 0.04 | -0.08 | 1.06 | -1.19 | 0.23 | 1.11 | 2.44 | -0.76 | 2.54 | 0.48 | -0.08 | 0.43 | 2.07 | 1.64 | -0.05 | 1.09 | 1.74 | -1.50 | 0.82 | 1.41 | 1.25 | 1.28 | 2.50 | -0.73 | 0.31 |
| Standard Deviation(%) | NA | 8.78 | 10.71 | 12.15 | 10.16 | NA | NA | … | … | 6.36 | 8.85 | 8.27 | 14.02 | 9.25 | 17.52 | 6.86 | 9.75 | 4.25 | 8.18 | 8.34 | 6.84 | 6.85 | 7.50 | 13.05 | 10.28 | 15.89 | 20.76 | 9.07 | 6.92 | 6.04 | 7.83 | 9.63 | 12.67 | 10.45 |
| Draw Down(%) | NA | 7.25 | 20.71 | 24.10 | 24.10 | NA | NA | … | … | 0.56 | 7.25 | 8.00 | 21.39 | 7.24 | 21.58 | 3.00 | 13.26 | 2.87 | 7.85 | 8.82 | 4.75 | 6.36 | 6.46 | 12.56 | 7.99 | 16.89 | 39.42 | 7.31 | 8.45 | 4.80 | 7.34 | 7.72 | 18.33 | 14.02 |
| Yield(%) | NA | 4.98 | 4.17 | 4.19 | 3.78 | NA | NA | … | … | NA | 0.60 | 4.93 | 3.38 | 3.47 | 4.60 | 4.13 | 2.97 | 0.27 | 1.15 | 7.37 | 5.39 | 5.03 | 2.08 | 2.03 | 3.17 | 2.91 | 5.45 | 7.12 | 6.28 | 5.31 | 3.70 | 0.65 | 0.58 | 7.23 |
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 |
|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-8.87%
Feb 2006 – Feb 2009 |
-1.72%
Feb 2004 – Feb 2009 |
3.49%
Oct 2013 – Oct 2023 |
3.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
19.04%
Feb 2009 – Feb 2012 |
15.70%
Feb 2009 – Feb 2014 |
9.24%
Feb 2009 – Feb 2019 |
8.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart