Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 22.47% | -0.01% | 5.37% | 4.44% | 4.81% | 5.05% | 6.02% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE 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 (%) | -1.16 | 22.47 | -0.01 | 5.37 | 4.44 | 4.81 | 5.05 | 6.02 | NA | 9.11 | 6.52 | -15.56 | 8.03 | 17.88 | 5.85 | -1.98 | 12.32 | 6.72 | -3.88 | -1.51 | 14.49 | 5.78 | 2.17 | 4.00 | 11.81 | 2.46 | 11.69 | 9.82 | -2.44 | 4.85 | 15.31 | 10.10 | 8.07 |
| Sharpe Ratio | NA | 0.39 | -0.46 | 0.22 | 0.32 | NA | NA | 0.57 | 0.04 | 0.24 | 0.29 | -1.77 | 0.80 | 1.85 | 1.04 | -0.40 | 2.33 | 1.43 | -0.72 | -0.23 | 2.01 | 1.10 | 0.21 | 0.36 | 1.39 | 0.25 | 0.94 | 1.08 | -0.64 | 0.45 | 1.74 | 1.95 | 1.12 |
| Standard Deviation(%) | NA | 10.35 | 9.32 | 9.53 | 7.85 | NA | NA | 7.73 | 11.34 | 10.35 | 7.75 | 9.56 | 10.07 | 9.53 | 4.27 | 8.25 | 5.03 | 4.57 | 5.46 | 6.55 | 7.20 | 5.22 | 10.22 | 10.89 | 8.45 | 6.04 | 9.24 | 6.05 | 7.14 | 8.71 | 8.40 | 4.61 | 5.14 |
| Draw Down(%) | NA | 7.36 | 20.52 | 23.29 | 23.29 | NA | NA | 23.29 | 0.97 | 7.36 | 6.94 | 16.59 | 6.00 | 9.17 | 3.42 | 8.95 | 2.91 | 2.66 | 5.37 | 5.77 | 5.12 | 4.20 | 10.14 | 11.67 | 4.76 | 4.50 | 5.48 | 5.41 | 5.95 | 6.02 | 4.63 | 2.36 | 3.88 |
| Yield(%) | NA | 4.46 | 4.60 | 4.76 | 3.33 | NA | NA | 3.78 | NA | 0.76 | 4.36 | 2.80 | 6.04 | 7.74 | 2.74 | 1.03 | 0.14 | 3.01 | 2.58 | 2.21 | 1.22 | 6.02 | 2.22 | 3.64 | 4.68 | 4.87 | 3.27 | 4.53 | 1.92 | 2.19 | 3.72 | 7.16 | 8.10 |
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 |
|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.20%
Apr 2021 - Apr 2024 |
0.97%
Sep 2018 - Sep 2023 |
2.31%
Oct 2013 - Oct 2023 |
3.74%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
11.93%
Feb 2001 - Feb 2004 |
8.59%
Oct 2002 - Oct 2007 |
8.06%
Apr 2001 - Apr 2011 |
6.55%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart