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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.18% | 2.37% | 4.56% | 4.15% | 6.35% | 5.73% | 5.74% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bunge Retirement 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 (%) | -0.13 | 4.18 | 2.37 | 4.56 | 4.15 | 6.35 | 5.73 | 5.74 | -0.36 | 14.27 | -12.14 | 10.29 | 10.95 | 17.51 | -6.93 | 8.31 | 2.02 | 2.75 | 10.12 | 8.41 | 11.37 | 2.67 | 14.15 | 19.02 | -21.33 | 6.06 | 14.18 | 8.32 | 12.31 | 19.50 | -2.17 | 0.35 |
| Sharpe Ratio | NA | 0.56 | 0.16 | 0.41 | 0.43 | NA | NA | 0.47 | -0.09 | 1.17 | -1.05 | 1.16 | 0.54 | 2.53 | -0.89 | 1.69 | 0.22 | 0.31 | 1.79 | 1.25 | 1.96 | 0.23 | 1.33 | 0.96 | -1.07 | 0.32 | 1.58 | 1.03 | 1.68 | 3.21 | -0.47 | -0.32 |
| Standard Deviation(%) | NA | 8.34 | 10.24 | 12.23 | 10.18 | NA | NA | 10.49 | 7.54 | 8.54 | 12.89 | 8.86 | 19.77 | 6.36 | 9.26 | 4.54 | 8.44 | 8.75 | 5.66 | 6.71 | 5.77 | 11.71 | 10.59 | 19.81 | 20.82 | 9.60 | 6.90 | 5.96 | 6.79 | 5.86 | 6.99 | 6.05 |
| Draw Down(%) | NA | 7.23 | 19.62 | 25.56 | 25.56 | NA | NA | 38.50 | 1.97 | 7.23 | 18.00 | 5.26 | 25.56 | 2.70 | 11.24 | 2.86 | 7.92 | 7.14 | 3.93 | 7.17 | 4.42 | 10.44 | 7.17 | 20.27 | 33.06 | 7.12 | 5.99 | 3.86 | 7.05 | 4.53 | 10.41 | 7.72 |
| Yield(%) | NA | 3.79 | 3.98 | 3.85 | 3.73 | NA | NA | 3.69 | 0.00 | 4.05 | 2.90 | 5.04 | 5.44 | 2.07 | 4.10 | 0.33 | 4.26 | 5.91 | 3.51 | 3.00 | 4.11 | 3.33 | 3.35 | 3.00 | 3.37 | 6.62 | 5.06 | 5.26 | 3.56 | 2.38 | 1.69 | 2.47 |
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 Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.10%
Feb 2006 - Feb 2009 |
-1.03%
Feb 2004 - Feb 2009 |
4.15%
Oct 2013 - Oct 2023 |
4.12%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bunge Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
20.04%
Feb 2009 - Feb 2012 |
15.31%
Feb 2009 - Feb 2014 |
9.47%
Feb 2009 - Feb 2019 |
7.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart