Performance Comparison
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