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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.52% | 2.32% | 7.07% | 5.78% | 6.76% | 6.47% | 7.40% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.09 | 21.52 | 2.32 | 7.07 | 5.78 | 6.76 | 6.47 | 7.40 | NA | 5.12 | 13.81 | -13.78 | 6.30 | 19.28 | 20.70 | -7.82 | 10.17 | 4.27 | 1.03 | 1.15 | 13.94 | 11.78 | 0.63 | 13.83 | 22.94 | -20.50 | 9.51 | 13.13 | 3.82 | 19.19 | 26.91 | 0.65 | 4.63 |
| Sharpe Ratio | NA | -0.04 | -0.26 | 0.25 | 0.38 | NA | NA | 0.57 | 0.06 | -0.17 | 1.17 | -1.15 | 0.63 | 1.09 | 2.75 | -1.00 | 2.01 | 0.49 | 0.12 | 0.17 | 2.36 | 1.70 | 0.05 | 1.52 | 1.69 | -1.14 | 0.80 | 1.40 | 0.28 | 2.49 | 3.73 | -0.05 | 0.27 |
| Standard Deviation(%) | NA | 8.62 | 10.29 | 12.03 | 10.08 | NA | NA | 9.89 | 6.99 | 8.68 | 8.19 | 13.22 | 9.99 | 17.45 | 7.01 | 9.16 | 4.76 | 8.29 | 8.39 | 6.71 | 5.89 | 6.89 | 12.23 | 9.02 | 13.51 | 18.81 | 8.19 | 7.05 | 5.84 | 7.34 | 7.04 | 10.00 | 8.72 |
| Draw Down(%) | NA | 6.71 | 20.40 | 21.16 | 21.16 | NA | NA | 33.99 | 0.53 | 6.65 | 7.07 | 20.76 | 7.23 | 20.53 | 2.83 | 14.11 | 2.74 | 7.29 | 7.98 | 6.36 | 5.82 | 4.99 | 11.35 | 7.07 | 16.19 | 31.69 | 5.48 | 7.65 | 3.98 | 6.45 | 6.41 | 14.60 | 10.09 |
| Yield(%) | NA | 2.81 | 4.34 | 5.11 | 3.90 | NA | NA | 4.37 | NA | 0.82 | 2.77 | 5.51 | 3.51 | 8.62 | 4.14 | 3.14 | 0.46 | 2.28 | 4.17 | 3.26 | 4.15 | 3.59 | 3.93 | 4.62 | 3.83 | 3.88 | 6.50 | 6.01 | 4.43 | 5.17 | 4.43 | 4.78 | 6.51 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.39%
Feb 2006 - Feb 2009 |
0.80%
Feb 2004 - Feb 2009 |
4.12%
Oct 2013 - Oct 2023 |
4.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.89%
Sep 2002 - Sep 2005 |
15.35%
Feb 2009 - Feb 2014 |
10.08%
Mar 2003 - Mar 2013 |
8.53%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart