Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Strategic Asset Allocation – Optimal Moderate | NA | 31.45% | 10.10% | 13.29% | 8.69% | 9.03% | 7.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) 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 (%) | -0.74 | 31.45 | 10.10 | 13.29 | 8.69 | 9.03 | 7.88 | … | … | 0.80 | 19.69 | 22.37 | -8.66 | 8.25 | 25.54 | 18.19 | -4.18 | 9.35 | 7.14 | -3.88 | 4.38 | 11.15 | 12.79 | -2.28 | 16.31 | 28.95 | -26.41 | 7.46 | 10.18 | 10.97 | 15.67 | 24.97 | -6.52 | -5.54 |
| Sharpe Ratio | NA | 2.15 | 0.74 | 0.91 | 0.74 | NA | NA | … | … | 0.14 | 1.90 | 2.55 | -0.81 | 0.94 | 1.41 | 2.14 | -0.55 | 1.98 | 0.81 | -0.55 | 0.78 | 1.65 | 1.65 | -0.16 | 1.41 | 1.60 | -1.21 | 0.48 | 0.90 | 1.34 | 1.91 | 2.58 | -0.62 | -0.59 |
| Standard Deviation(%) | NA | 6.84 | 9.16 | 11.43 | 9.77 | NA | NA | … | … | 5.20 | 6.90 | 7.10 | 12.36 | 8.77 | 17.98 | 7.85 | 9.96 | 4.40 | 8.51 | 7.14 | 5.59 | 6.72 | 7.69 | 14.89 | 11.55 | 18.01 | 22.64 | 9.33 | 7.70 | 6.56 | 7.69 | 9.40 | 12.33 | 13.42 |
| Draw Down(%) | NA | 4.22 | 16.47 | 21.57 | 21.57 | NA | NA | … | … | 0.25 | 4.22 | 4.70 | 16.63 | 3.83 | 21.57 | 4.69 | 11.57 | 2.54 | 5.36 | 8.95 | 4.51 | 6.34 | 6.84 | 15.45 | 8.61 | 18.11 | 35.63 | 6.13 | 9.22 | 4.30 | 6.03 | 7.03 | 18.39 | 21.48 |
| Yield(%) | NA | 15.63 | 10.24 | 8.92 | 6.11 | NA | NA | … | … | NA | 4.62 | 14.55 | 6.59 | 9.62 | 5.20 | 1.94 | 8.27 | 0.58 | 1.20 | 3.11 | 3.64 | 3.04 | 2.91 | 2.71 | 1.86 | 2.13 | 3.09 | 7.31 | 5.85 | 3.62 | 2.53 | 2.55 | 1.74 | 1.96 |
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 |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Strategic Asset Allocation – Optimal Moderate |
-9.30%
Feb 2006 – Feb 2009 |
-0.96%
Feb 2004 – Feb 2009 |
4.24%
Feb 2006 – Feb 2016 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A) Strategic Asset Allocation – Optimal Moderate |
24.96%
Sep 2022 – Sep 2025 |
17.07%
Mar 2020 – Mar 2025 |
11.55%
Sep 2015 – Sep 2025 |
10.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart