Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USANA Health Sciences 401(k) Plan Tactical Asset Allocation Moderate | NA | 2.32% | 1.66% | 3.60% | 2.91% | 5.11% | 6.71% | 7.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USANA Health Sciences 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 (%) | -0.80 | 2.32 | 1.66 | 3.60 | 2.91 | 5.11 | 6.71 | 7.08 | 0.80 | 14.89 | -18.64 | 11.46 | 19.90 | 8.80 | -3.99 | 11.99 | 3.50 | -3.89 | 1.67 | 10.02 | 6.36 | -2.67 | 8.47 | 27.16 | -3.45 | 19.82 | 19.22 | 10.99 | 7.85 | 22.46 | -1.83 | 8.19 |
| Sharpe Ratio | NA | 0.75 | -0.03 | 0.07 | 0.07 | NA | NA | 0.21 | 0.06 | 1.33 | -1.76 | 1.13 | 0.14 | 1.50 | -0.74 | 2.49 | 0.82 | -0.67 | 0.30 | 1.71 | 1.56 | -0.30 | 0.99 | 3.57 | -0.91 | 1.42 | 1.92 | 1.63 | 0.83 | 4.50 | -0.65 | 1.81 |
| Standard Deviation(%) | NA | 7.99 | 9.87 | 63.75 | 45.22 | NA | NA | 30.25 | 8.51 | 7.97 | 11.37 | 10.16 | 141.24 | 4.92 | 7.17 | 4.56 | 4.02 | 5.89 | 5.51 | 5.84 | 4.03 | 9.05 | 8.50 | 7.59 | 4.78 | 11.82 | 8.32 | 5.41 | 8.29 | 4.83 | 4.54 | 3.24 |
| Draw Down(%) | NA | 7.52 | 19.33 | 65.37 | 65.37 | NA | NA | 65.37 | 1.85 | 7.52 | 19.11 | 6.48 | 65.37 | 3.47 | 9.90 | 3.10 | 3.52 | 7.64 | 5.07 | 4.31 | 4.53 | 11.52 | 7.38 | 3.66 | 6.67 | 9.80 | 11.67 | 4.59 | 9.18 | 2.18 | 9.91 | 1.83 |
| Yield(%) | NA | 4.80 | 5.02 | 4.92 | 3.73 | NA | NA | 3.80 | 0.01 | 5.04 | 1.63 | 8.60 | 4.21 | 5.47 | 4.74 | 0.45 | 4.05 | 1.70 | 1.94 | 0.64 | 2.78 | 1.94 | 2.71 | 4.76 | 2.99 | 8.76 | 7.42 | 3.73 | 2.68 | 3.23 | 1.85 | 6.06 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USANA Health Sciences 401(k) Plan Tactical Asset Allocation Moderate |
-0.48%
Nov 2013 - Nov 2016 |
1.47%
Apr 2011 - Apr 2016 |
2.91%
Oct 2013 - Oct 2023 |
4.47%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USANA Health Sciences 401(k) Plan Tactical Asset Allocation Moderate |
19.85%
Oct 2004 - Oct 2007 |
17.24%
Oct 2002 - Oct 2007 |
11.67%
Apr 2001 - Apr 2011 |
9.22%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart