Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 20.06% | 1.59% | 6.21% | 3.73% | 4.61% | 7.24% | 8.50% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment 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 (%) | -1.01 | 20.06 | 1.59 | 6.21 | 3.73 | 4.61 | 7.24 | 8.50 | NA | 7.81 | 13.20 | -14.09 | 4.95 | 18.47 | 7.54 | -5.95 | 4.04 | 6.77 | -4.08 | -1.68 | 10.97 | 5.84 | 3.11 | 8.41 | 31.59 | -4.74 | 25.53 | 16.13 | 11.54 | 12.43 | 30.72 | 9.22 | 7.53 |
| Sharpe Ratio | NA | 0.25 | -0.16 | 0.32 | 0.24 | NA | NA | 0.88 | 0.09 | 0.11 | 1.18 | -1.71 | 0.46 | 2.01 | 1.13 | -0.89 | 0.49 | 1.25 | -0.71 | -0.25 | 1.68 | 1.48 | 0.42 | 0.82 | 3.26 | -0.87 | 1.98 | 1.60 | 1.74 | 1.47 | 5.87 | 1.68 | 1.05 |
| Standard Deviation(%) | NA | 11.02 | 9.33 | 9.58 | 8.15 | NA | NA | 7.70 | 10.00 | 10.99 | 7.58 | 9.03 | 10.67 | 9.09 | 5.42 | 8.12 | 7.04 | 5.26 | 5.80 | 6.71 | 6.53 | 3.92 | 7.34 | 10.15 | 9.65 | 6.52 | 11.37 | 8.05 | 5.39 | 7.84 | 5.11 | 4.82 | 4.96 |
| Draw Down(%) | NA | 7.92 | 13.48 | 17.79 | 17.79 | NA | NA | 17.79 | 0.68 | 7.92 | 7.19 | 14.49 | 7.61 | 9.34 | 4.04 | 12.72 | 7.69 | 3.80 | 9.31 | 7.76 | 5.68 | 3.95 | 7.50 | 9.61 | 4.53 | 7.69 | 9.65 | 10.59 | 4.75 | 9.80 | 2.12 | 5.08 | 4.48 |
| Yield(%) | NA | 4.85 | 5.09 | 4.65 | 3.82 | NA | NA | 5.43 | NA | 0.74 | 4.74 | 2.87 | 7.36 | 4.28 | 4.06 | 2.74 | 0.50 | 2.61 | 2.05 | 7.19 | 8.73 | 6.08 | 4.34 | 4.81 | 4.13 | 3.02 | 14.48 | 12.55 | 5.45 | 4.22 | 4.57 | 5.18 | 8.27 |
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 |
|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Tactical Asset Allocation Moderate |
0.16%
Apr 2021 - Apr 2024 |
-0.30%
Dec 2013 - Dec 2018 |
1.98%
Oct 2013 - Oct 2023 |
4.05%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Tactical Asset Allocation Moderate |
21.31%
Oct 2004 - Oct 2007 |
20.74%
Oct 2002 - Oct 2007 |
14.97%
Apr 2001 - Apr 2011 |
10.74%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart