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 Strategic Asset Allocation - Equal Weight Moderate | NA | 22.75% | 5.30% | 8.88% | 6.52% | 7.07% | 6.66% | 6.99% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECOLAB SAVINGS PLAN and ESOP Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.10 | 22.75 | 5.30 | 8.88 | 6.52 | 7.07 | 6.66 | 6.99 | NA | 4.93 | 16.72 | -7.24 | 4.96 | 17.69 | 17.94 | -6.47 | 12.09 | 6.67 | -2.41 | 1.70 | 14.05 | 10.88 | -0.03 | 11.34 | 22.15 | -19.79 | 8.90 | 10.97 | 7.05 | 14.16 | 23.34 | -4.37 | 2.83 |
| Sharpe Ratio | NA | -0.09 | 0.01 | 0.35 | 0.42 | NA | NA | 0.53 | 0.07 | -0.20 | 1.40 | -0.61 | 0.49 | 0.93 | 2.12 | -0.78 | 2.24 | 0.64 | -0.28 | 0.22 | 2.16 | 1.76 | -0.01 | 1.16 | 1.65 | -1.31 | 0.74 | 1.21 | 0.98 | 1.97 | 3.20 | -0.59 | 0.06 |
| Standard Deviation(%) | NA | 8.39 | 10.83 | 12.71 | 10.84 | NA | NA | 9.91 | 7.16 | 8.41 | 8.93 | 14.20 | 9.98 | 18.87 | 7.81 | 10.03 | 5.11 | 10.14 | 8.85 | 7.79 | 6.50 | 6.14 | 11.34 | 9.70 | 13.34 | 15.85 | 7.98 | 6.37 | 4.98 | 6.71 | 7.07 | 9.28 | 8.58 |
| Draw Down(%) | NA | 6.97 | 16.42 | 24.19 | 24.19 | NA | NA | 30.36 | 0.53 | 6.88 | 7.38 | 16.42 | 5.22 | 24.19 | 4.46 | 13.71 | 2.30 | 9.34 | 10.60 | 5.90 | 5.98 | 4.94 | 10.80 | 7.99 | 13.53 | 28.27 | 5.64 | 6.48 | 3.42 | 6.02 | 7.27 | 15.61 | 11.03 |
| Yield(%) | NA | 3.30 | 3.02 | 4.22 | 3.69 | NA | NA | 3.74 | NA | 1.02 | 3.07 | 2.10 | 2.96 | 6.27 | 5.71 | 4.65 | 0.60 | 3.14 | 3.57 | 3.60 | 2.87 | 3.56 | 3.41 | 4.19 | 3.18 | 3.94 | 5.56 | 4.66 | 3.16 | 4.41 | 3.51 | 2.58 | 4.27 |
Data as of 10/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate |
-4.87%
Feb 2006 - Feb 2009 |
0.65%
Feb 2004 - Feb 2009 |
4.17%
Mar 2010 - Mar 2020 |
4.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECOLAB SAVINGS PLAN and ESOP Strategic Asset Allocation - Equal Weight Moderate |
16.89%
Mar 2003 - Mar 2006 |
14.00%
Feb 2009 - Feb 2014 |
8.91%
Mar 2003 - Mar 2013 |
8.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart