Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bunge Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 3.32% | 1.78% | 4.11% | 3.92% | 6.43% | 5.67% | 5.70% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bunge Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.11 | 3.32 | 1.78 | 4.11 | 3.92 | 6.43 | 5.67 | 5.70 | 0.15 | 13.75 | -13.90 | 10.86 | 10.69 | 18.18 | -7.79 | 8.89 | 1.14 | 3.24 | 10.04 | 9.38 | 12.65 | 1.58 | 14.65 | 22.01 | -24.51 | 7.48 | 13.86 | 9.15 | 12.38 | 20.91 | -2.56 | -0.42 |
| Sharpe Ratio | NA | 0.65 | 0.11 | 0.40 | 0.41 | NA | NA | 0.45 | -0.02 | 1.13 | -1.18 | 1.29 | 0.53 | 2.63 | -1.09 | 1.78 | 0.11 | 0.36 | 1.66 | 1.36 | 1.86 | 0.12 | 1.22 | 1.12 | -1.13 | 0.46 | 1.50 | 1.16 | 1.74 | 3.08 | -0.44 | -0.38 |
| Standard Deviation(%) | NA | 8.23 | 10.10 | 12.18 | 10.10 | NA | NA | 10.85 | 7.61 | 8.40 | 12.92 | 8.39 | 19.83 | 6.38 | 8.32 | 4.63 | 8.48 | 8.84 | 6.02 | 6.88 | 6.76 | 13.24 | 11.92 | 19.62 | 22.49 | 9.72 | 7.06 | 6.02 | 6.59 | 6.57 | 8.37 | 7.16 |
| Draw Down(%) | NA | 7.41 | 20.84 | 25.35 | 25.35 | NA | NA | 40.19 | 1.65 | 7.41 | 19.57 | 4.67 | 25.35 | 2.53 | 12.19 | 3.36 | 7.88 | 7.17 | 4.22 | 7.29 | 5.39 | 12.04 | 8.24 | 19.14 | 35.69 | 6.82 | 6.49 | 3.73 | 6.95 | 5.22 | 12.51 | 9.84 |
| Yield(%) | NA | 3.62 | 3.83 | 3.78 | 3.62 | NA | NA | 3.53 | 0.00 | 3.86 | 2.47 | 5.21 | 5.50 | 2.08 | 3.23 | 0.34 | 3.97 | 6.60 | 3.23 | 2.34 | 3.93 | 2.95 | 3.34 | 2.95 | 3.00 | 6.39 | 5.11 | 5.01 | 3.47 | 2.22 | 1.57 | 2.32 |
Data as of 10/31/2023, 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 Strategic Asset Allocation - Equal Weight Moderate |
-8.65%
Feb 2006 - Feb 2009 |
-1.20%
Feb 2004 - Feb 2009 |
3.92%
Oct 2013 - Oct 2023 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bunge Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
20.41%
Feb 2009 - Feb 2012 |
15.88%
Feb 2009 - Feb 2014 |
9.64%
Feb 2009 - Feb 2019 |
7.87%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart