Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Danaher Corporation & Subsidiaries Savings Plan Tactical Asset Allocation Moderate | NA | 22.19% | 3.80% | 9.37% | 7.21% | 8.80% | 9.30% | 9.23% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Danaher Corporation & Subsidiaries 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 | 22.19 | 3.80 | 9.37 | 7.21 | 8.80 | 9.30 | 9.23 | NA | 9.40 | 15.39 | -11.44 | 10.75 | 20.84 | 16.83 | -4.75 | 10.58 | 6.45 | -0.02 | 7.23 | 18.05 | 14.23 | 1.54 | 17.48 | 20.84 | 1.75 | 10.67 | 11.35 | 7.39 | 12.74 | 14.99 | 2.08 | 3.88 |
| Sharpe Ratio | NA | 0.39 | 0.12 | 0.46 | 0.50 | NA | NA | 0.80 | 0.06 | 0.26 | 1.37 | -0.92 | 0.93 | 1.09 | 2.18 | -0.67 | 2.32 | 0.73 | -0.01 | 0.91 | 2.55 | 1.78 | 0.11 | 1.69 | 2.24 | 0.14 | 0.83 | 1.25 | 0.85 | 1.58 | 1.95 | 0.17 | 0.26 |
| Standard Deviation(%) | NA | 10.73 | 11.19 | 13.19 | 10.84 | NA | NA | 9.40 | 9.62 | 10.79 | 8.16 | 13.98 | 11.55 | 18.86 | 7.09 | 9.01 | 4.28 | 8.53 | 9.23 | 7.96 | 7.08 | 7.96 | 14.22 | 10.27 | 9.25 | 5.78 | 9.20 | 6.47 | 6.14 | 7.48 | 7.35 | 5.69 | 6.13 |
| Draw Down(%) | NA | 6.10 | 15.53 | 20.20 | 20.20 | NA | NA | 20.20 | 0.75 | 6.10 | 5.95 | 18.12 | 6.37 | 20.20 | 3.75 | 12.62 | 2.24 | 7.61 | 9.76 | 5.26 | 5.00 | 6.69 | 13.61 | 8.36 | 4.32 | 5.01 | 6.66 | 7.28 | 4.83 | 7.02 | 6.14 | 4.00 | 6.46 |
| Yield(%) | NA | 8.04 | 5.73 | 5.15 | 4.83 | NA | NA | 0.00 | NA | 2.03 | 7.45 | 3.52 | 4.52 | 6.99 | 2.95 | 2.66 | 5.46 | 3.20 | 6.20 | 4.52 | 6.05 | 5.79 | 4.88 | 3.82 | 5.21 | 8.91 | 7.64 | 5.88 | 4.08 | 4.76 | 3.35 | 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 Savings Plan Tactical Asset Allocation Moderate |
2.09%
Apr 2021 - Apr 2024 |
2.60%
Mar 2015 - Mar 2020 |
5.91%
Oct 2013 - Oct 2023 |
7.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Danaher Corporation & Subsidiaries Savings Plan Tactical Asset Allocation Moderate |
16.06%
Dec 2018 - Dec 2021 |
14.85%
Feb 2009 - Feb 2014 |
12.07%
Jul 2003 - Jul 2013 |
10.57%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart