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Performance Comparison
Comparison Box

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