Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 16.58% | -0.99% | 2.99% | 3.58% | 4.96% | 6.24% | 7.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING 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 (%) | -0.90 | 16.58 | -0.99 | 2.99 | 3.58 | 4.96 | 6.24 | 7.36 | NA | 6.58 | 11.35 | -18.91 | 10.58 | 9.21 | 9.32 | -1.88 | 10.77 | 3.02 | -1.68 | 2.54 | 13.64 | 7.31 | 3.75 | 9.60 | 18.65 | -0.80 | 12.52 | 14.19 | 3.45 | 16.44 | 23.85 | 8.02 | 5.61 |
| Sharpe Ratio | NA | 0.15 | -0.51 | 0.06 | 0.23 | NA | NA | 0.76 | 0.04 | 0.00 | 0.90 | -1.97 | 1.08 | 0.82 | 1.78 | -0.43 | 1.99 | 0.56 | -0.32 | 0.44 | 2.23 | 1.51 | 0.39 | 0.96 | 2.12 | -0.27 | 0.92 | 1.37 | 0.21 | 2.02 | 4.56 | 1.38 | 0.64 |
| Standard Deviation(%) | NA | 9.53 | 9.34 | 9.77 | 7.95 | NA | NA | 7.58 | 8.25 | 9.60 | 7.85 | 10.31 | 9.75 | 10.92 | 4.44 | 7.42 | 5.09 | 5.06 | 5.42 | 5.79 | 6.10 | 4.82 | 9.59 | 9.92 | 8.76 | 6.47 | 10.35 | 7.99 | 6.10 | 7.69 | 5.07 | 5.00 | 5.14 |
| Draw Down(%) | NA | 7.10 | 19.19 | 20.80 | 20.80 | NA | NA | 20.80 | 0.58 | 7.10 | 6.63 | 20.11 | 4.84 | 14.54 | 2.87 | 8.17 | 3.01 | 4.63 | 4.85 | 6.14 | 3.82 | 3.88 | 7.45 | 7.83 | 6.13 | 7.07 | 7.59 | 9.62 | 4.91 | 6.28 | 2.89 | 3.44 | 4.54 |
| Yield(%) | NA | 3.31 | 6.16 | 6.01 | 4.43 | NA | NA | 4.64 | NA | 0.83 | 3.02 | 5.17 | 9.46 | 9.11 | 2.41 | 2.63 | 0.23 | 2.97 | 4.87 | 3.26 | 2.46 | 4.37 | 3.95 | 3.76 | 4.92 | 4.40 | 5.64 | 5.96 | 2.66 | 5.28 | 5.65 | 6.60 | 7.08 |
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 |
|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.53%
Apr 2021 - Apr 2024 |
0.76%
Sep 2018 - Sep 2023 |
2.38%
Oct 2013 - Oct 2023 |
4.42%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.96%
Apr 2003 - Apr 2006 |
15.40%
Oct 2002 - Oct 2007 |
11.86%
Apr 2001 - Apr 2011 |
9.30%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart