Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 23.88% | 4.74% | 8.16% | 6.41% | 6.94% | 6.76% | 6.90% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight 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 (%) | -1.00 | 23.88 | 4.74 | 8.16 | 6.41 | 6.94 | 6.76 | 6.90 | NA | 6.71 | 12.44 | -7.47 | 7.74 | 15.66 | 17.01 | -7.00 | 11.75 | 7.16 | -0.15 | 2.78 | 12.77 | 10.51 | 0.06 | 11.14 | 20.73 | -17.25 | 10.20 | 11.72 | 8.06 | 11.55 | 26.69 | -5.63 | -1.09 |
| Sharpe Ratio | NA | 0.15 | -0.04 | 0.37 | 0.47 | NA | NA | 0.55 | 0.08 | 0.02 | 1.00 | -0.72 | 0.91 | 0.86 | 2.42 | -0.96 | 2.64 | 0.80 | -0.02 | 0.45 | 2.02 | 1.85 | 0.00 | 1.24 | 1.57 | -1.18 | 0.88 | 1.26 | 1.16 | 1.42 | 3.04 | -0.60 | -0.34 |
| Standard Deviation(%) | NA | 7.54 | 9.54 | 11.53 | 9.67 | NA | NA | 9.48 | 5.25 | 7.59 | 8.17 | 12.21 | 8.49 | 17.85 | 6.46 | 8.66 | 4.22 | 8.74 | 7.88 | 6.19 | 6.31 | 5.65 | 11.39 | 8.88 | 13.10 | 15.38 | 8.20 | 6.69 | 5.09 | 7.48 | 8.56 | 11.25 | 9.95 |
| Draw Down(%) | NA | 5.93 | 15.37 | 21.54 | 21.54 | NA | NA | 28.98 | 0.33 | 5.90 | 7.64 | 15.37 | 4.52 | 21.54 | 3.21 | 13.34 | 1.58 | 7.04 | 7.68 | 5.53 | 6.28 | 4.52 | 11.08 | 7.17 | 14.28 | 27.10 | 5.28 | 7.39 | 3.27 | 6.77 | 8.16 | 17.20 | 14.15 |
| Yield(%) | NA | 4.70 | 3.28 | 2.83 | 2.93 | NA | NA | 3.42 | NA | 1.11 | 4.37 | 2.25 | 2.27 | 1.52 | 3.03 | 2.08 | 0.83 | 6.38 | 3.45 | 2.39 | 1.38 | 3.83 | 2.81 | 4.20 | 4.07 | 3.17 | 6.80 | 3.34 | 4.13 | 3.50 | 3.85 | 4.01 | 3.90 |
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 |
|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.66%
Feb 2006 - Feb 2009 |
1.33%
Feb 2004 - Feb 2009 |
4.57%
Mar 2010 - Mar 2020 |
4.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
17.74%
Mar 2003 - Mar 2006 |
14.26%
Sep 2002 - Sep 2007 |
9.42%
Mar 2003 - Mar 2013 |
8.39%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart