Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAYER CORPORATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | -14.60% | -11.42% | -2.01% | 0.66% | 2.92% | 4.44% | 4.99% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAYER CORPORATION SAVINGS AND 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 (%) | -0.84 | -14.60 | -11.42 | -2.01 | 0.66 | 2.92 | 4.44 | 4.99 | NA | 4.32 | 4.62 | -14.84 | 7.65 | 17.76 | 4.65 | -2.26 | 13.35 | 8.68 | -5.35 | 0.89 | 15.82 | 5.41 | 2.02 | 10.45 | 15.82 | 1.03 | 10.54 | 13.88 | 3.50 | 11.48 | 15.83 | -0.10 | 5.84 |
| Sharpe Ratio | NA | -0.02 | -0.22 | 0.04 | 0.12 | NA | NA | 0.41 | 0.05 | -0.05 | 0.05 | -1.72 | 0.75 | 2.03 | 0.66 | -0.45 | 2.18 | 1.42 | -1.03 | 0.11 | 2.15 | 0.89 | 0.20 | 0.96 | 1.82 | 0.02 | 0.71 | 1.31 | 0.22 | 1.43 | 2.61 | -0.28 | 1.05 |
| Standard Deviation(%) | NA | 44.23 | 26.51 | 21.36 | 15.70 | NA | NA | 11.67 | 9.13 | 44.23 | 7.79 | 9.42 | 10.14 | 8.64 | 4.94 | 7.92 | 5.83 | 5.98 | 5.22 | 7.66 | 7.34 | 6.05 | 10.11 | 10.80 | 8.64 | 5.47 | 10.62 | 8.11 | 5.92 | 7.36 | 5.80 | 4.30 | 3.35 |
| Draw Down(%) | NA | 27.44 | 29.55 | 31.27 | 31.27 | NA | NA | 31.27 | 0.68 | 27.44 | 7.44 | 15.75 | 5.67 | 9.60 | 4.85 | 9.26 | 2.98 | 3.22 | 7.18 | 6.67 | 4.85 | 5.74 | 10.28 | 9.15 | 4.63 | 4.38 | 7.52 | 9.43 | 4.67 | 7.46 | 3.18 | 5.06 | 2.24 |
| Yield(%) | NA | 3.37 | 4.92 | 4.51 | 3.25 | NA | NA | 3.74 | NA | 0.12 | 3.43 | 4.72 | 6.21 | 3.63 | 5.06 | 1.87 | 0.04 | 3.56 | 1.47 | 2.49 | 3.37 | 3.99 | 2.22 | 3.16 | 4.31 | 4.18 | 5.19 | 8.07 | 4.86 | 2.56 | 2.72 | 3.68 | 5.19 |
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 |
|---|---|---|---|---|
| BAYER CORPORATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
-11.28%
Oct 2021 - Oct 2024 |
-2.01%
Oct 2019 - Oct 2024 |
0.66%
Oct 2014 - Oct 2024 |
2.94%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAYER CORPORATION SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
12.74%
Apr 2003 - Apr 2006 |
11.90%
Oct 2002 - Oct 2007 |
9.38%
Apr 2003 - Apr 2013 |
8.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart