Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Praxair Healthcare Services, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 25.88% | 4.26% | 9.65% | 7.82% | 9.04% | 8.82% | 8.42% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Praxair Healthcare Services, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation 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 (%) | -1.18 | 25.88 | 4.26 | 9.65 | 7.82 | 9.04 | 8.82 | 8.42 | NA | 14.77 | 13.60 | -14.82 | 15.70 | 19.02 | 17.92 | -4.45 | 12.62 | 9.27 | -1.26 | 10.03 | 18.00 | 13.32 | 0.75 | 13.85 | 17.55 | -9.75 | 10.22 | 15.14 | 7.07 | 13.54 | 16.30 | -4.21 | -0.05 |
| Sharpe Ratio | NA | 1.01 | 0.06 | 0.53 | 0.61 | NA | NA | 0.76 | 0.04 | 0.87 | 1.28 | -1.11 | 1.59 | 1.19 | 2.42 | -0.59 | 2.76 | 1.13 | -0.17 | 1.34 | 2.53 | 1.72 | 0.06 | 1.42 | 2.05 | -1.43 | 0.75 | 1.52 | 0.80 | 1.67 | 2.05 | -0.70 | -0.32 |
| Standard Deviation(%) | NA | 9.35 | 10.84 | 11.84 | 9.92 | NA | NA | 8.97 | 7.99 | 9.42 | 7.31 | 14.54 | 9.87 | 15.72 | 6.83 | 9.78 | 4.35 | 8.02 | 7.81 | 7.49 | 7.10 | 7.72 | 11.91 | 9.68 | 8.50 | 7.45 | 9.64 | 7.82 | 6.16 | 7.56 | 7.60 | 7.56 | 7.31 |
| Draw Down(%) | NA | 5.34 | 17.32 | 19.62 | 19.62 | NA | NA | 19.62 | 0.59 | 5.34 | 6.21 | 19.28 | 3.89 | 19.15 | 3.04 | 13.28 | 2.14 | 5.67 | 8.49 | 4.15 | 5.29 | 6.15 | 11.45 | 8.44 | 4.36 | 15.60 | 6.86 | 9.31 | 4.87 | 7.27 | 5.81 | 8.79 | 10.16 |
| Yield(%) | NA | 3.77 | 3.51 | 3.88 | 4.05 | NA | NA | 0.00 | NA | 2.37 | 4.48 | 1.44 | 3.04 | 3.08 | 6.87 | 4.22 | 5.10 | 2.76 | 4.33 | 6.21 | 5.48 | 4.38 | 4.03 | 4.32 | 3.97 | 5.10 | 4.81 | 7.80 | 4.32 | 2.81 | 3.95 | 5.19 | 5.50 |
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 |
|---|---|---|---|---|
| Praxair Healthcare Services, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
1.52%
Apr 2006 - Apr 2009 |
4.27%
Mar 2015 - Mar 2020 |
6.48%
Oct 2013 - Oct 2023 |
6.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Praxair Healthcare Services, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
17.54%
Dec 2018 - Dec 2021 |
13.45%
Feb 2009 - Feb 2014 |
10.74%
Dec 2011 - Dec 2021 |
9.86%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart