Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 6.64% | 4.92% | 7.12% | 5.01% | 6.83% | 6.10% | 5.49% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PolyOne 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 (%) | -0.58 | 6.64 | 4.92 | 7.12 | 5.01 | 6.83 | 6.10 | 5.49 | 0.85 | 15.30 | -8.72 | 8.48 | 19.66 | 18.91 | -6.58 | 11.25 | 3.13 | 0.34 | 3.01 | 9.12 | 13.39 | 0.17 | 10.34 | 22.30 | -20.07 | 9.84 | 10.51 | 8.61 | 10.30 | 20.30 | -10.60 | -3.54 |
| Sharpe Ratio | NA | 0.94 | 0.28 | 0.68 | 0.53 | NA | NA | 0.47 | 0.07 | 1.41 | -0.80 | 0.76 | 1.12 | 2.71 | -0.85 | 1.87 | 0.35 | 0.04 | 0.45 | 1.38 | 2.10 | 0.01 | 1.13 | 1.62 | -1.16 | 0.90 | 1.14 | 1.16 | 1.33 | 2.43 | -0.96 | -0.48 |
| Standard Deviation(%) | NA | 7.74 | 10.55 | 11.70 | 9.99 | NA | NA | 10.17 | 7.89 | 7.80 | 12.56 | 11.09 | 17.42 | 6.46 | 9.27 | 5.69 | 8.32 | 8.84 | 6.67 | 6.60 | 6.34 | 12.60 | 9.10 | 13.68 | 18.10 | 7.61 | 6.36 | 5.57 | 7.05 | 8.07 | 12.24 | 12.23 |
| Draw Down(%) | NA | 6.81 | 16.16 | 21.26 | 21.26 | NA | NA | 31.77 | 1.82 | 6.81 | 16.16 | 7.37 | 21.26 | 3.20 | 12.97 | 4.72 | 7.96 | 9.40 | 5.26 | 6.43 | 5.31 | 12.37 | 7.54 | 15.46 | 31.14 | 4.59 | 7.20 | 3.76 | 5.82 | 8.25 | 19.13 | 15.85 |
| Yield(%) | NA | 4.78 | 5.95 | 5.52 | 4.62 | NA | NA | 4.50 | 0.00 | 5.07 | 2.42 | 10.61 | 5.24 | 4.73 | 4.19 | 0.44 | 3.65 | 6.66 | 3.59 | 0.78 | 4.86 | 2.50 | 5.66 | 4.03 | 6.41 | 7.34 | 4.41 | 4.30 | 3.62 | 2.96 | 3.22 | 6.84 |
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 |
|---|---|---|---|---|
| PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.93%
Feb 2006 - Feb 2009 |
0.51%
Feb 2004 - Feb 2009 |
4.32%
Mar 2010 - Mar 2020 |
4.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.56%
Feb 2009 - Feb 2012 |
13.25%
Feb 2009 - Feb 2014 |
8.51%
Mar 2003 - Mar 2013 |
7.62%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart