Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 36.65% | 9.69% | 11.24% | 7.24% | 6.83% | 6.96% | 7.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.87 | 36.65 | 9.69 | 11.24 | 7.24 | 6.83 | 6.96 | 7.56 | NA | 30.64 | 20.81 | -13.11 | 9.95 | 18.43 | 4.85 | -1.65 | 11.59 | 8.49 | -5.06 | 0.05 | 13.09 | 9.00 | 1.02 | 4.56 | 20.10 | 0.81 | 4.35 | 10.45 | 1.74 | 9.45 | 14.71 | 7.62 | 7.33 |
| Sharpe Ratio | NA | 2.26 | 1.00 | 1.00 | 0.75 | NA | NA | 0.77 | 0.18 | 2.71 | 2.21 | -1.41 | 1.01 | 1.90 | 0.71 | -0.37 | 2.21 | 1.43 | -0.88 | 0.01 | 1.85 | 1.64 | 0.12 | 0.45 | 2.30 | -0.02 | 0.14 | 1.22 | -0.07 | 1.43 | 2.67 | 1.73 | 1.11 |
| Standard Deviation(%) | NA | 35.36 | 21.79 | 17.95 | 13.38 | NA | NA | 10.11 | 242.10 | 8.87 | 7.48 | 10.30 | 9.83 | 9.59 | 4.86 | 7.92 | 4.96 | 5.80 | 5.78 | 6.04 | 7.05 | 5.44 | 8.62 | 10.04 | 8.69 | 5.82 | 9.92 | 5.87 | 5.87 | 5.97 | 5.25 | 3.77 | 4.50 |
| Draw Down(%) | NA | 5.98 | 15.45 | 16.98 | 16.98 | NA | NA | 16.98 | 0.76 | 5.98 | 3.91 | 16.73 | 5.36 | 10.72 | 3.70 | 9.39 | 2.86 | 3.33 | 7.24 | 5.08 | 6.82 | 5.13 | 8.68 | 8.74 | 4.53 | 4.62 | 7.16 | 4.85 | 3.92 | 4.65 | 4.01 | 2.03 | 3.37 |
| Yield(%) | NA | 15.87 | 12.57 | 9.25 | 6.44 | NA | NA | 5.44 | NA | 4.23 | 15.22 | 7.61 | 9.76 | 3.15 | 6.40 | 4.38 | 0.46 | 2.73 | 5.59 | 4.45 | 3.57 | 5.11 | 2.82 | 6.15 | 7.50 | 4.37 | 2.93 | 2.50 | 2.81 | 4.05 | 4.27 | 6.93 | 8.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.80%
Apr 2013 - Apr 2016 |
2.29%
Apr 2011 - Apr 2016 |
3.89%
Mar 2010 - Mar 2020 |
4.78%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARCADIS U.S. INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
11.74%
Nov 2021 - Nov 2024 |
12.30%
Dec 2019 - Dec 2024 |
8.61%
Apr 2001 - Apr 2011 |
7.14%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart