Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 33.42% | 9.51% | 10.44% | 6.35% | 5.82% | 6.07% | 6.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT 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 (%) | -0.77 | 33.42 | 9.51 | 10.44 | 6.35 | 5.82 | 6.07 | 6.47 | NA | 22.30 | 18.30 | -8.33 | 10.22 | 11.86 | 6.98 | -3.26 | 11.08 | 4.09 | -5.17 | 2.56 | 12.35 | 2.14 | 4.05 | 1.39 | 8.22 | 0.26 | 7.75 | 13.81 | 2.80 | 8.19 | 13.49 | 4.71 | 5.68 |
| Sharpe Ratio | NA | 2.21 | 0.78 | 0.97 | 0.70 | NA | NA | 0.75 | 0.05 | 2.08 | 2.11 | -1.02 | 1.30 | 1.34 | 1.31 | -0.65 | 2.59 | 0.90 | -0.88 | 0.48 | 1.91 | 0.46 | 0.45 | 0.14 | 1.24 | -0.16 | 0.49 | 1.49 | 0.12 | 1.16 | 2.49 | 0.87 | 0.79 |
| Standard Deviation(%) | NA | 7.56 | 8.04 | 8.13 | 6.84 | NA | NA | 6.65 | 8.63 | 7.57 | 6.64 | 9.54 | 7.84 | 8.67 | 4.26 | 6.99 | 4.03 | 4.31 | 5.91 | 5.28 | 6.45 | 4.54 | 9.02 | 9.55 | 6.56 | 4.12 | 9.71 | 7.10 | 5.20 | 6.25 | 5.14 | 4.13 | 4.26 |
| Draw Down(%) | NA | 4.03 | 12.74 | 13.30 | 13.30 | NA | NA | 13.30 | 0.61 | 4.03 | 4.01 | 12.99 | 3.25 | 9.13 | 3.18 | 8.71 | 1.41 | 3.45 | 7.02 | 4.02 | 5.06 | 3.02 | 8.38 | 9.47 | 3.77 | 4.23 | 7.51 | 8.53 | 3.76 | 5.69 | 3.93 | 3.27 | 3.29 |
| Yield(%) | NA | 15.11 | 11.16 | 7.65 | 4.98 | NA | NA | 4.24 | NA | 4.87 | 13.68 | 7.77 | 6.59 | 2.29 | 3.20 | 1.58 | 0.50 | 2.41 | 4.30 | 2.44 | 3.68 | 3.49 | 3.40 | 2.77 | 4.15 | 3.41 | 4.60 | 2.88 | 2.70 | 2.38 | 3.43 | 5.17 | 5.78 |
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 |
|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.41%
Dec 2013 - Dec 2016 |
1.68%
Feb 2015 - Feb 2020 |
2.98%
Mar 2010 - Mar 2020 |
3.55%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Tactical Asset Allocation Moderate |
11.91%
Nov 2021 - Nov 2024 |
11.49%
Nov 2019 - Nov 2024 |
7.07%
Apr 2001 - Apr 2011 |
5.95%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart