Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 25.15% | 1.11% | 4.76% | 3.75% | 4.67% | 5.84% | 6.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT 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 (%) | -1.12 | 25.15 | 1.11 | 4.76 | 3.75 | 4.67 | 5.84 | 6.43 | NA | 8.46 | 16.55 | -19.64 | 5.46 | 13.62 | 5.36 | -2.30 | 12.84 | 2.76 | -3.24 | 0.85 | 11.13 | 12.79 | -1.73 | 6.37 | 15.81 | -3.20 | 11.91 | 13.27 | 7.65 | 11.26 | 18.19 | 2.75 | 6.54 |
| Sharpe Ratio | NA | 0.36 | -0.23 | 0.15 | 0.22 | NA | NA | 0.63 | 0.05 | 0.20 | 1.39 | -1.39 | 0.62 | 1.53 | 0.88 | -0.50 | 2.75 | 0.62 | -0.65 | 0.16 | 1.74 | 2.43 | -0.19 | 0.58 | 1.95 | -1.01 | 0.78 | 1.32 | 1.04 | 1.48 | 3.48 | 0.41 | 1.16 |
| Standard Deviation(%) | NA | 9.15 | 11.44 | 10.46 | 8.26 | NA | NA | 7.57 | 8.43 | 9.19 | 8.82 | 15.14 | 8.75 | 8.74 | 4.51 | 7.28 | 4.43 | 4.10 | 5.07 | 5.13 | 6.37 | 5.25 | 9.06 | 10.87 | 8.06 | 4.10 | 11.44 | 7.55 | 5.28 | 6.98 | 5.02 | 4.02 | 3.66 |
| Draw Down(%) | NA | 6.39 | 23.61 | 25.95 | 25.95 | NA | NA | 25.95 | 0.68 | 6.38 | 8.77 | 24.75 | 4.51 | 10.66 | 3.60 | 8.22 | 2.15 | 2.99 | 5.44 | 4.95 | 5.18 | 4.31 | 9.36 | 9.95 | 4.37 | 6.51 | 8.61 | 9.70 | 4.38 | 7.45 | 3.27 | 5.03 | 2.77 |
| Yield(%) | NA | 4.86 | 4.31 | 4.00 | 3.59 | NA | NA | 4.09 | NA | 0.96 | 4.79 | 2.83 | 4.43 | 3.62 | 4.24 | 3.40 | 0.30 | 1.91 | 4.76 | 4.85 | 1.90 | 4.53 | 1.72 | 4.00 | 4.48 | 2.66 | 6.85 | 7.10 | 3.41 | 6.33 | 3.16 | 5.21 | 6.65 |
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 |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.59%
Sep 2019 - Sep 2022 |
-1.10%
Sep 2017 - Sep 2022 |
1.71%
Oct 2013 - Oct 2023 |
2.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.75%
Oct 2004 - Oct 2007 |
13.58%
Oct 2002 - Oct 2007 |
9.50%
Apr 2001 - Apr 2011 |
7.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart