Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bunge Savings Plan Tactical Asset Allocation Moderate | NA | 25.33% | 1.34% | 6.32% | 6.05% | 7.12% | 7.78% | 7.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bunge Savings 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 (%) | -1.20 | 25.33 | 1.34 | 6.32 | 6.05 | 7.12 | 7.78 | 7.76 | NA | 8.55 | 12.29 | -18.70 | 15.15 | 15.46 | 16.74 | -1.84 | 12.69 | 1.41 | 1.27 | 5.59 | 11.37 | 7.10 | 7.07 | 11.22 | 17.12 | -0.83 | 11.10 | 16.90 | 5.33 | 10.96 | 17.57 | 0.24 | 0.86 |
| Sharpe Ratio | NA | 0.27 | -0.29 | 0.28 | 0.45 | NA | NA | 0.78 | -0.04 | 0.22 | 0.76 | -1.28 | 1.69 | 1.64 | 3.27 | -0.40 | 2.55 | 0.25 | 0.20 | 0.96 | 1.74 | 1.59 | 0.88 | 1.02 | 2.29 | -0.53 | 0.92 | 1.99 | 0.44 | 1.30 | 3.42 | -0.17 | -0.22 |
| Standard Deviation(%) | NA | 8.65 | 12.04 | 11.00 | 8.79 | NA | NA | 7.76 | 8.80 | 8.71 | 10.61 | 15.72 | 8.97 | 9.31 | 4.69 | 7.79 | 4.73 | 4.80 | 6.28 | 5.78 | 6.53 | 4.43 | 7.99 | 10.92 | 7.44 | 3.29 | 8.84 | 6.84 | 7.18 | 7.71 | 4.93 | 5.03 | 6.59 |
| Draw Down(%) | NA | 5.67 | 22.02 | 24.15 | 24.15 | NA | NA | 24.15 | 0.99 | 5.66 | 10.25 | 24.15 | 4.70 | 12.73 | 1.96 | 8.10 | 3.10 | 5.31 | 5.20 | 3.75 | 6.05 | 3.68 | 5.92 | 7.61 | 3.50 | 4.17 | 7.61 | 6.08 | 4.98 | 9.56 | 2.32 | 8.24 | 7.04 |
| Yield(%) | NA | 3.31 | 4.45 | 4.96 | 3.88 | NA | NA | 3.72 | NA | 0.99 | 2.98 | 3.96 | 5.15 | 7.41 | 4.48 | 3.49 | 0.35 | 3.05 | 1.96 | 5.24 | 2.40 | 3.93 | 3.19 | 3.92 | 2.88 | 2.71 | 3.74 | 6.29 | 6.99 | 4.55 | 2.38 | 1.47 | 2.14 |
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 |
|---|---|---|---|---|
| Bunge Savings Plan Tactical Asset Allocation Moderate |
-0.49%
Apr 2021 - Apr 2024 |
3.35%
Sep 2017 - Sep 2022 |
4.34%
Oct 2013 - Oct 2023 |
6.10%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bunge Savings Plan Tactical Asset Allocation Moderate |
15.78%
Dec 2018 - Dec 2021 |
12.86%
Oct 2002 - Oct 2007 |
10.72%
Apr 2003 - Apr 2013 |
9.18%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart