Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bunge Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 25.07% | 0.43% | 5.64% | 5.44% | 6.72% | 7.46% | 7.51% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bunge Retirement 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 (%) | -1.16 | 25.07 | 0.43 | 5.64 | 5.44 | 6.72 | 7.46 | 7.51 | NA | 6.48 | 11.25 | -18.68 | 13.63 | 16.03 | 16.02 | -1.68 | 9.18 | 2.39 | 0.77 | 6.35 | 10.97 | 6.99 | 7.57 | 10.91 | 17.21 | -0.80 | 10.99 | 17.14 | 4.89 | 10.58 | 17.89 | 0.69 | 0.86 |
| Sharpe Ratio | NA | 0.05 | -0.35 | 0.20 | 0.36 | NA | NA | 0.73 | -0.04 | -0.01 | 0.62 | -1.26 | 1.41 | 1.71 | 3.19 | -0.39 | 1.66 | 0.46 | 0.12 | 1.07 | 1.67 | 1.57 | 0.94 | 0.97 | 2.32 | -0.52 | 0.90 | 2.05 | 0.38 | 1.24 | 3.53 | -0.08 | -0.22 |
| Standard Deviation(%) | NA | 9.51 | 12.57 | 11.44 | 9.06 | NA | NA | 7.91 | 8.47 | 9.61 | 11.31 | 15.97 | 9.62 | 9.25 | 4.58 | 7.61 | 5.14 | 4.73 | 6.23 | 5.93 | 6.56 | 4.42 | 8.02 | 11.15 | 7.37 | 3.33 | 8.91 | 6.77 | 7.17 | 7.77 | 4.88 | 5.04 | 6.59 |
| Draw Down(%) | NA | 7.18 | 21.63 | 24.00 | 24.00 | NA | NA | 24.00 | 0.96 | 7.18 | 12.26 | 24.00 | 4.91 | 12.77 | 1.96 | 8.05 | 4.32 | 4.48 | 5.44 | 3.27 | 6.03 | 3.68 | 6.09 | 7.97 | 3.29 | 4.17 | 7.56 | 5.76 | 4.97 | 9.70 | 2.39 | 8.08 | 7.04 |
| Yield(%) | NA | 2.74 | 4.41 | 4.59 | 3.69 | NA | NA | 3.59 | NA | 0.79 | 2.50 | 3.58 | 6.14 | 6.11 | 4.11 | 3.39 | 0.34 | 2.28 | 1.97 | 5.99 | 2.22 | 3.93 | 3.13 | 3.62 | 3.02 | 2.73 | 3.48 | 6.05 | 6.48 | 4.64 | 2.49 | 1.50 | 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 Retirement Savings Plan Tactical Asset Allocation Moderate |
-1.45%
Apr 2021 - Apr 2024 |
2.81%
Sep 2017 - Sep 2022 |
3.82%
Oct 2013 - Oct 2023 |
5.85%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bunge Retirement Savings Plan Tactical Asset Allocation Moderate |
15.22%
Dec 2018 - Dec 2021 |
12.81%
Oct 2002 - Oct 2007 |
10.68%
Apr 2003 - Apr 2013 |
9.08%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart