Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 15.69% | 1.84% | 7.08% | 5.26% | 6.98% | 6.71% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 11/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.32 | 15.69 | 1.84 | 7.08 | 5.26 | 6.98 | 6.71 | … | … | 13.61 | 9.03 | -12.96 | 6.67 | 19.33 | 14.99 | -5.45 | 7.27 | 3.65 | 1.28 | 5.45 | 11.93 | 11.26 | 2.32 | 14.69 | 25.82 | -22.59 | 8.34 | 14.85 | 6.57 | 17.55 | 22.11 | -3.91 | 19.45 |
| Sharpe Ratio | NA | 1.85 | -0.24 | 0.36 | 0.37 | NA | NA | … | … | 1.00 | 0.53 | -1.21 | 0.73 | 0.99 | 2.19 | -0.69 | 1.22 | 0.40 | 0.14 | 0.79 | 1.71 | 1.52 | 0.17 | 1.26 | 1.41 | -1.02 | 0.57 | 1.67 | 0.66 | 2.27 | 3.00 | -0.44 | 1.75 |
| Standard Deviation(%) | NA | 7.47 | 9.85 | 12.09 | 10.27 | NA | NA | … | … | 7.55 | 9.09 | 11.88 | 9.05 | 19.27 | 6.21 | 9.78 | 5.44 | 8.60 | 8.99 | 6.89 | 6.96 | 7.37 | 13.65 | 11.64 | 18.21 | 23.06 | 9.37 | 6.95 | 6.63 | 7.31 | 7.15 | 11.27 | 9.82 |
| Draw Down(%) | NA | 4.04 | 21.77 | 22.27 | 22.27 | NA | NA | … | … | 4.04 | 9.07 | 19.21 | 5.47 | 22.27 | 2.71 | 12.52 | 4.29 | 9.25 | 8.21 | 4.71 | 6.78 | 6.00 | 12.40 | 8.28 | 18.36 | 34.67 | 5.79 | 6.53 | 4.30 | 7.20 | 7.53 | 17.58 | 10.43 |
| Yield(%) | NA | 3.83 | 3.88 | 3.71 | 3.67 | NA | NA | … | … | 0.72 | 3.56 | 4.92 | 2.15 | 3.67 | 3.47 | 4.55 | 0.28 | 3.87 | 5.05 | 4.46 | 4.70 | 3.92 | 2.64 | 3.38 | 2.85 | 6.52 | 7.01 | 5.70 | 5.44 | 5.64 | 3.02 | 3.90 | 4.50 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.52%
Feb 2006 – Feb 2009 |
0.10%
Feb 2004 – Feb 2009 |
3.75%
Oct 2013 – Oct 2023 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.15%
Feb 2009 – Feb 2012 |
16.40%
Feb 2009 – Feb 2014 |
10.06%
Mar 2003 – Mar 2013 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart