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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.96% | -0.88% | 6.79% | 5.95% | 6.74% | 6.45% | 6.64% |
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 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 (%) | -0.88 | 4.96 | -0.88 | 6.79 | 5.95 | 6.74 | 6.45 | 6.64 | NA | 6.54 | 12.21 | -10.02 | 6.04 | 27.94 | 21.34 | -6.98 | 13.03 | 5.03 | 0.67 | 1.99 | 12.76 | 10.91 | -0.41 | 13.10 | 22.40 | -19.26 | 9.46 | 13.03 | 6.18 | 11.48 | 18.33 | -3.56 | 3.75 |
| Sharpe Ratio | NA | 0.05 | -0.08 | 0.36 | 0.45 | NA | NA | 0.53 | 0.08 | 0.00 | 1.01 | -0.92 | 0.58 | 1.49 | 2.50 | -0.77 | 2.59 | 0.52 | 0.07 | 0.24 | 1.97 | 1.78 | -0.04 | 1.37 | 1.71 | -1.21 | 0.73 | 1.50 | 0.77 | 1.78 | 3.41 | -0.51 | 0.17 |
| Standard Deviation(%) | NA | 20.62 | 14.61 | 14.78 | 12.06 | NA | NA | 10.49 | 6.27 | 20.63 | 7.84 | 12.36 | 10.37 | 18.56 | 7.96 | 10.70 | 4.79 | 9.25 | 8.74 | 8.34 | 6.46 | 6.09 | 11.58 | 9.51 | 13.03 | 16.68 | 8.82 | 6.53 | 5.20 | 5.93 | 5.17 | 9.19 | 8.39 |
| Draw Down(%) | NA | 14.10 | 17.10 | 20.10 | 20.10 | NA | NA | 31.04 | 0.48 | 14.10 | 7.24 | 17.29 | 8.05 | 20.10 | 4.69 | 14.04 | 1.99 | 8.01 | 9.57 | 5.81 | 5.76 | 4.49 | 11.77 | 7.26 | 14.28 | 30.15 | 6.42 | 6.99 | 3.54 | 6.20 | 4.31 | 14.48 | 9.79 |
| Yield(%) | NA | 3.66 | 4.54 | 4.11 | 3.32 | NA | NA | 3.83 | NA | 0.50 | 3.96 | 5.32 | 3.58 | 3.56 | 3.81 | 2.85 | 0.18 | 3.39 | 3.28 | 2.80 | 3.68 | 2.79 | 2.31 | 4.38 | 5.26 | 5.27 | 5.11 | 6.94 | 5.14 | 3.56 | 2.48 | 2.99 | 4.86 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.29%
Feb 2006 - Feb 2009 |
0.65%
Feb 2004 - Feb 2009 |
5.08%
Feb 2006 - Feb 2016 |
5.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAYER CORPORATION SAVINGS AND RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.07%
Dec 2018 - Dec 2021 |
13.91%
Feb 2009 - Feb 2014 |
9.03%
Sep 2011 - Sep 2021 |
9.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart