Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MATTEL, INC. PERSONAL INVESTMENT PLAN AND MATTEL, INC. HOURLY EMPLOYEE PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 33.11% | 11.68% | 11.66% | 8.69% | 9.45% | 9.31% | 8.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MATTEL, INC. PERSONAL INVESTMENT PLAN AND MATTEL, INC. HOURLY EMPLOYEE PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.73 | 33.11 | 11.68 | 11.66 | 8.69 | 9.45 | 9.31 | 8.52 | NA | 20.09 | 24.83 | -7.36 | 14.13 | 6.74 | 19.12 | -4.99 | 10.26 | 9.41 | -1.74 | 9.60 | 15.04 | 11.47 | 3.19 | 13.15 | 15.70 | 1.75 | 8.31 | 13.09 | 4.38 | 11.58 | 17.44 | -7.78 | -2.74 |
| Sharpe Ratio | NA | 1.65 | 0.77 | 0.66 | 0.65 | NA | NA | 0.75 | 0.13 | 1.47 | 2.58 | -0.63 | 1.40 | 0.31 | 2.46 | -0.70 | 2.06 | 1.07 | -0.20 | 1.35 | 2.22 | 1.52 | 0.23 | 1.18 | 1.79 | 0.84 | 0.56 | 1.31 | 0.37 | 1.47 | 2.38 | -1.48 | -1.01 |
| Standard Deviation(%) | NA | 9.14 | 10.70 | 13.29 | 10.92 | NA | NA | 9.30 | 7.72 | 9.18 | 7.98 | 13.97 | 10.11 | 20.89 | 7.20 | 9.07 | 4.67 | 8.60 | 9.01 | 7.12 | 6.75 | 7.53 | 13.59 | 11.08 | 8.70 | 0.99 | 9.57 | 7.52 | 6.02 | 7.25 | 7.03 | 6.02 | 5.00 |
| Draw Down(%) | NA | 5.29 | 14.18 | 25.16 | 25.16 | NA | NA | 25.16 | 0.44 | 5.29 | 4.28 | 15.01 | 4.99 | 25.16 | 3.48 | 13.19 | 2.51 | 7.47 | 9.23 | 4.58 | 3.91 | 5.71 | 10.78 | 7.47 | 3.97 | 0.97 | 6.36 | 8.46 | 4.39 | 6.48 | 5.37 | 9.74 | 9.24 |
| Yield(%) | NA | 17.28 | 12.96 | 8.60 | 6.63 | NA | NA | 0.00 | NA | 10.60 | 15.56 | 6.12 | 6.19 | 1.65 | 3.21 | 5.12 | 5.11 | 2.47 | 3.26 | 8.94 | 3.72 | 2.46 | 2.33 | 2.56 | 2.85 | 2.40 | 6.25 | 7.05 | 6.37 | 5.10 | 3.40 | 3.27 | 3.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATTEL, INC. PERSONAL INVESTMENT PLAN AND MATTEL, INC. HOURLY EMPLOYEE PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.21%
Mar 2017 - Mar 2020 |
2.13%
Mar 2015 - Mar 2020 |
5.82%
Sep 2012 - Sep 2022 |
6.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATTEL, INC. PERSONAL INVESTMENT PLAN AND MATTEL, INC. HOURLY EMPLOYEE PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.65%
Nov 2021 - Nov 2024 |
13.02%
Jun 2009 - Jun 2014 |
10.61%
Mar 2003 - Mar 2013 |
9.71%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart