Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Danaher Corporation & Subsidiaries Retirement and Savings Plan Tactical Asset Allocation Moderate | NA | 22.04% | 4.28% | 9.29% | 7.30% | 8.91% | 9.36% | 9.34% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Danaher Corporation & Subsidiaries Retirement and 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 (%) | -0.81 | 22.04 | 4.28 | 9.29 | 7.30 | 8.91 | 9.36 | 9.34 | NA | 8.97 | 15.55 | -10.15 | 9.09 | 20.73 | 17.96 | -5.36 | 11.63 | 6.48 | -0.01 | 7.77 | 18.17 | 15.32 | 0.70 | 17.04 | 20.22 | 1.75 | 10.05 | 12.09 | 7.66 | 13.81 | 15.23 | 2.33 | 3.88 |
| Sharpe Ratio | NA | 0.39 | 0.11 | 0.46 | 0.51 | NA | NA | 0.83 | 0.06 | 0.22 | 1.39 | -0.87 | 0.82 | 1.09 | 2.32 | -0.71 | 2.55 | 0.77 | 0.00 | 1.00 | 2.54 | 1.91 | 0.05 | 1.65 | 2.21 | 0.14 | 0.80 | 1.38 | 0.89 | 1.73 | 2.07 | 0.22 | 0.26 |
| Standard Deviation(%) | NA | 10.73 | 10.93 | 12.97 | 10.71 | NA | NA | 9.29 | 9.62 | 10.82 | 8.13 | 13.28 | 11.06 | 18.89 | 7.14 | 9.34 | 4.32 | 8.19 | 9.24 | 7.78 | 7.14 | 8.00 | 14.01 | 10.30 | 9.10 | 5.77 | 8.82 | 6.39 | 6.15 | 7.42 | 7.04 | 5.55 | 6.13 |
| Draw Down(%) | NA | 6.10 | 15.39 | 20.27 | 20.27 | NA | NA | 20.27 | 0.75 | 6.10 | 5.95 | 16.98 | 5.47 | 20.27 | 3.79 | 13.13 | 2.05 | 7.61 | 9.75 | 4.43 | 4.79 | 5.91 | 13.61 | 8.32 | 4.44 | 5.01 | 6.31 | 7.12 | 4.90 | 6.92 | 5.77 | 4.00 | 6.46 |
| Yield(%) | NA | 5.60 | 5.80 | 5.17 | 4.86 | NA | NA | 0.00 | NA | 2.03 | 4.89 | 3.61 | 7.22 | 6.98 | 3.11 | 2.62 | 5.31 | 3.34 | 6.21 | 4.78 | 7.21 | 5.97 | 4.97 | 3.81 | 5.17 | 8.90 | 7.63 | 5.78 | 4.39 | 4.77 | 3.34 | 5.15 | 7.68 |
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 |
|---|---|---|---|---|
| Danaher Corporation & Subsidiaries Retirement and Savings Plan Tactical Asset Allocation Moderate |
2.90%
Mar 2017 - Mar 2020 |
2.84%
Mar 2015 - Mar 2020 |
6.07%
Oct 2013 - Oct 2023 |
7.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Danaher Corporation & Subsidiaries Retirement and Savings Plan Tactical Asset Allocation Moderate |
15.82%
Dec 2018 - Dec 2021 |
14.73%
Feb 2009 - Feb 2014 |
12.14%
Mar 2003 - Mar 2013 |
10.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart