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 Strategic Asset Allocation - Equal Weight Moderate | NA | 21.41% | 3.76% | 7.73% | 6.38% | 6.98% | 6.94% | 7.05% |
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 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 (%) | -0.95 | 21.41 | 3.76 | 7.73 | 6.38 | 6.98 | 6.94 | 7.05 | NA | 4.59 | 14.04 | -10.05 | 5.48 | 18.53 | 19.54 | -6.33 | 14.00 | 2.51 | 1.24 | 2.55 | 10.77 | 13.59 | 0.35 | 11.12 | 25.14 | -19.74 | 9.19 | 12.16 | 10.74 | 11.12 | 20.58 | -2.10 | 0.58 |
| Sharpe Ratio | NA | -0.05 | -0.11 | 0.31 | 0.43 | NA | NA | 0.56 | 0.10 | -0.23 | 1.24 | -0.90 | 0.54 | 1.04 | 2.76 | -0.77 | 3.04 | 0.27 | 0.14 | 0.40 | 1.77 | 2.17 | 0.03 | 1.33 | 1.99 | -1.24 | 0.65 | 1.40 | 1.78 | 1.60 | 3.13 | -0.41 | -0.21 |
| Standard Deviation(%) | NA | 8.69 | 10.00 | 11.93 | 10.10 | NA | NA | 9.49 | 6.88 | 8.74 | 7.90 | 12.71 | 10.12 | 17.55 | 6.58 | 9.96 | 4.40 | 8.55 | 8.60 | 6.41 | 6.06 | 6.23 | 12.21 | 8.28 | 12.60 | 16.68 | 9.53 | 6.34 | 4.81 | 6.36 | 6.36 | 7.87 | 8.28 |
| Draw Down(%) | NA | 7.31 | 16.21 | 21.27 | 21.27 | NA | NA | 32.37 | 0.45 | 7.31 | 7.23 | 16.64 | 6.38 | 21.27 | 3.40 | 13.26 | 2.38 | 7.99 | 8.59 | 4.93 | 6.15 | 4.92 | 12.24 | 6.60 | 14.10 | 30.56 | 6.28 | 7.38 | 3.39 | 6.44 | 6.01 | 13.74 | 10.01 |
| Yield(%) | NA | 5.15 | 3.80 | 3.75 | 3.49 | NA | NA | 4.31 | NA | 0.74 | 5.37 | 2.20 | 3.25 | 3.30 | 4.37 | 3.81 | 0.43 | 1.40 | 6.59 | 3.82 | 2.74 | 3.73 | 2.99 | 5.39 | 5.43 | 5.93 | 8.91 | 5.03 | 3.82 | 6.23 | 3.70 | 4.83 | 5.22 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.54%
Feb 2006 - Feb 2009 |
1.27%
Feb 2004 - Feb 2009 |
4.81%
Oct 2013 - Oct 2023 |
4.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.70%
Feb 2009 - Feb 2012 |
14.26%
Feb 2009 - Feb 2014 |
9.20%
Mar 2003 - Mar 2013 |
8.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart