Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.80% | 0.83% | 4.83% | 3.85% | 4.59% | 5.46% | 6.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS 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 (%) | -1.15 | 22.80 | 0.83 | 4.83 | 3.85 | 4.59 | 5.46 | 6.27 | NA | 2.75 | 13.79 | -17.85 | 8.24 | 14.70 | 7.98 | -3.14 | 8.29 | 4.26 | -2.43 | 1.03 | 11.60 | 7.91 | -0.89 | 7.24 | 16.65 | -3.04 | 10.06 | 12.05 | 4.72 | 12.32 | 16.71 | 5.82 | 6.54 |
| Sharpe Ratio | NA | -0.28 | -0.41 | 0.11 | 0.18 | NA | NA | 0.59 | 0.03 | -0.41 | 1.02 | -1.27 | 0.83 | 1.67 | 1.50 | -0.64 | 1.16 | 0.93 | -0.47 | 0.18 | 1.67 | 1.40 | -0.13 | 0.63 | 2.06 | -0.98 | 0.74 | 1.24 | 0.43 | 1.43 | 3.11 | 1.80 | 1.16 |
| Standard Deviation(%) | NA | 9.27 | 11.63 | 10.76 | 8.59 | NA | NA | 7.62 | 6.83 | 9.33 | 9.33 | 15.20 | 9.89 | 8.66 | 4.39 | 7.00 | 6.59 | 4.37 | 5.28 | 5.73 | 6.92 | 5.60 | 7.10 | 11.33 | 8.04 | 4.05 | 9.57 | 7.09 | 5.87 | 7.93 | 5.15 | 2.62 | 3.66 |
| Draw Down(%) | NA | 8.85 | 22.71 | 23.48 | 23.48 | NA | NA | 23.48 | 0.58 | 8.77 | 9.90 | 23.47 | 4.54 | 10.15 | 3.40 | 7.84 | 5.96 | 3.81 | 6.16 | 5.86 | 4.62 | 4.62 | 7.31 | 10.12 | 4.56 | 6.29 | 7.25 | 8.27 | 4.28 | 6.69 | 2.80 | 1.60 | 2.77 |
| Yield(%) | NA | 5.94 | 5.95 | 5.12 | 4.55 | NA | NA | 4.37 | NA | 0.70 | 6.01 | 3.94 | 7.24 | 4.59 | 3.94 | 4.12 | 0.24 | 5.74 | 5.13 | 4.23 | 0.52 | 3.62 | 1.72 | 4.08 | 4.72 | 2.66 | 6.72 | 6.33 | 5.16 | 3.49 | 3.41 | 5.51 | 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 |
|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.34%
Dec 2021 - Dec 2024 |
-0.73%
Sep 2017 - Sep 2022 |
1.71%
Oct 2013 - Oct 2023 |
3.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.83%
Apr 2003 - Apr 2006 |
11.91%
Oct 2002 - Oct 2007 |
9.24%
Apr 2001 - Apr 2011 |
7.41%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart