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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ECOLAB SAVINGS PLAN and ESOP Tactical Asset Allocation Moderate NA 9.66% 9.74% 7.85% 9.64% 10.43% NA 9.27%
Data as of 08/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
ECOLAB SAVINGS PLAN and ESOP Tactical Asset Allocation Moderate 12/31/2000 11/12/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.76 9.66 9.74 7.85 9.64 10.43 NA 9.27 -2.38 11.70 8.39 0.29 4.26 20.31 13.23 0.51 12.52 14.19 9.75 10.00 14.23 7.35 17.62 10.91 -2.29 1.39
Sharpe Ratio NA -0.23 0.61 0.54 0.86 NA NA 0.83 -0.33 2.10 0.90 0.03 0.50 2.62 1.48 0.03 1.16 1.41 1.43 0.70 1.46 0.82 2.16 1.40 -0.52 -0.12
Standard Deviation(%) NA 9.93 8.56 8.52 9.78 NA NA 8.86 10.46 5.27 9.11 9.07 8.44 7.75 8.92 15.52 10.69 9.97 6.19 10.07 7.49 6.33 7.74 7.32 6.55 7.64
Draw Down(%) NA 9.90 10.02 12.57 14.90 NA NA 14.90 9.90 2.16 8.42 9.71 6.84 4.84 6.26 14.90 8.11 5.56 3.36 7.24 7.78 4.81 6.79 7.66 6.84 8.52
Yield(%) NA 2.59 3.83 3.44 3.34 NA NA 0.00 0.67 3.96 3.33 5.21 3.33 2.34 4.36 2.76 3.76 3.75 4.76 6.63 3.55 3.12 2.94 2.23 4.39 5.21
Data as of 08/31/2018, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECOLAB SAVINGS PLAN and ESOP Tactical Asset Allocation Moderate 3.62%
Oct 2013 - Oct 2016
4.79%
Oct 2013 - Oct 2018
8.65%
Sep 2001 - Sep 2011
8.31%
Feb 2001 - Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECOLAB SAVINGS PLAN and ESOP Tactical Asset Allocation Moderate 15.80%
Apr 2003 - Apr 2006
13.58%
Mar 2003 - Mar 2008
12.21%
Sep 2003 - Sep 2013
10.63%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart