Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 21.93% | 0.40% | 7.01% | 5.59% | 5.12% | 5.20% | 4.96% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership 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 (%) | -0.93 | 21.93 | 0.40 | 7.01 | 5.59 | 5.12 | 5.20 | 4.96 | NA | 8.42 | 14.14 | -14.04 | 5.76 | 18.24 | 19.08 | -5.42 | 0.12 | 10.92 | -0.31 | 5.99 | 22.00 | 10.88 | -24.97 | 11.50 | 21.66 | -24.57 | 14.56 | 12.70 | 8.14 | 11.55 | 23.83 | -12.07 | -2.97 |
| Sharpe Ratio | NA | 0.31 | -0.10 | 0.25 | 0.30 | NA | NA | 0.25 | 0.06 | 0.17 | 1.03 | -0.98 | 0.43 | 0.99 | 2.30 | -0.67 | -0.04 | 1.12 | -0.03 | 0.72 | 2.62 | 1.15 | -0.72 | 0.94 | 1.21 | -1.15 | 1.08 | 1.10 | 0.77 | 1.08 | 2.59 | -1.11 | -0.49 |
| Standard Deviation(%) | NA | 10.46 | 12.24 | 13.88 | 12.09 | NA | NA | 13.73 | 8.81 | 10.55 | 9.56 | 15.77 | 13.32 | 18.26 | 7.68 | 10.09 | 12.54 | 9.57 | 9.63 | 8.31 | 8.38 | 9.41 | 34.49 | 12.17 | 17.76 | 22.19 | 10.75 | 8.61 | 7.75 | 9.80 | 8.93 | 11.84 | 10.88 |
| Draw Down(%) | NA | 7.12 | 16.44 | 24.06 | 24.06 | NA | NA | 37.22 | 0.58 | 7.12 | 8.28 | 17.93 | 10.73 | 23.92 | 4.06 | 14.77 | 10.75 | 8.93 | 8.51 | 5.58 | 4.38 | 7.77 | 37.01 | 9.64 | 16.66 | 34.30 | 6.49 | 10.33 | 5.95 | 8.52 | 6.67 | 18.48 | 16.33 |
| Yield(%) | NA | 3.00 | 2.51 | 2.87 | 3.20 | NA | NA | 2.91 | NA | 0.60 | 3.12 | 1.14 | 2.95 | 3.09 | 3.91 | 4.05 | 0.23 | 5.16 | 3.78 | 4.15 | 1.33 | 2.66 | 1.57 | 1.89 | 2.52 | 3.44 | 5.43 | 3.83 | 3.45 | 1.58 | 2.18 | 2.32 | 2.60 |
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 |
|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.86%
Sep 2008 - Sep 2011 |
-3.93%
Oct 2007 - Oct 2012 |
2.00%
Dec 2007 - Dec 2017 |
2.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Allocation - Equal Weight Moderate |
17.71%
Mar 2003 - Mar 2006 |
14.55%
Oct 2002 - Oct 2007 |
9.61%
Sep 2011 - Sep 2021 |
6.65%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart