Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Energizer Holdings, Inc.Savings Investment Plan Strategic Asset Allocation - Equal Weight Moderate | NA | -0.99% | -5.25% | 2.31% | 2.89% | 4.59% | 4.69% | 5.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Energizer Holdings, Inc.Savings 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 (%) | -1.18 | -0.99 | -5.25 | 2.31 | 2.89 | 4.59 | 4.69 | 5.04 | NA | 3.67 | 11.26 | -14.50 | 5.41 | 18.63 | 18.09 | -8.44 | 11.31 | 7.52 | -3.55 | 3.37 | 4.53 | 11.68 | 1.81 | 14.32 | 27.41 | -17.50 | 9.98 | 7.96 | 1.16 | 10.53 | 19.91 | -7.15 | 5.69 |
| Sharpe Ratio | NA | -0.05 | -0.24 | 0.11 | 0.22 | NA | NA | 0.38 | 0.05 | -0.11 | 0.84 | -1.24 | 0.52 | 1.01 | 2.15 | -1.01 | 2.16 | 0.83 | -0.39 | 0.50 | 0.70 | 2.19 | 0.18 | 1.63 | 2.08 | -1.16 | 0.83 | 0.86 | -0.16 | 1.55 | 2.48 | -0.77 | 0.39 |
| Standard Deviation(%) | NA | 26.25 | 17.56 | 16.48 | 13.01 | NA | NA | 10.87 | 7.27 | 26.26 | 8.34 | 12.83 | 10.27 | 18.14 | 7.74 | 9.67 | 4.95 | 8.78 | 9.07 | 6.72 | 6.43 | 5.30 | 9.64 | 8.73 | 13.13 | 15.94 | 8.45 | 5.47 | 6.30 | 6.21 | 7.76 | 10.66 | 8.67 |
| Draw Down(%) | NA | 18.37 | 20.76 | 22.12 | 22.12 | NA | NA | 28.00 | 0.56 | 18.37 | 7.44 | 20.76 | 6.88 | 22.12 | 4.38 | 15.22 | 2.56 | 5.85 | 11.01 | 5.50 | 7.37 | 4.05 | 8.74 | 6.66 | 12.63 | 27.62 | 6.34 | 5.47 | 3.63 | 6.32 | 5.38 | 15.78 | 9.84 |
| Yield(%) | NA | 5.06 | 6.29 | 5.43 | 4.52 | NA | NA | 3.93 | NA | 0.47 | 5.32 | 4.63 | 8.25 | 4.05 | 4.34 | 3.21 | 0.22 | 2.81 | 7.29 | 4.62 | 3.29 | 2.37 | 2.56 | 2.34 | 2.45 | 2.82 | 3.70 | 4.53 | 4.67 | 5.33 | 2.80 | 2.98 | 5.23 |
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 |
|---|---|---|---|---|
| Energizer Holdings, Inc.Savings Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.12%
Oct 2021 - Oct 2024 |
-0.45%
Feb 2004 - Feb 2009 |
2.89%
Oct 2014 - Oct 2024 |
4.18%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Energizer Holdings, Inc.Savings Investment Plan Strategic Asset Allocation - Equal Weight Moderate |
19.29%
Feb 2009 - Feb 2012 |
13.22%
Feb 2009 - Feb 2014 |
8.54%
Mar 2003 - Mar 2013 |
7.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart