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 Strategic Asset Allocation - Equal Weight Moderate | NA | 31.48% | 11.54% | 11.96% | 8.43% | 8.25% | 7.46% | 6.80% |
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 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 (%) | -0.63 | 31.48 | 11.54 | 11.96 | 8.43 | 8.25 | 7.46 | 6.80 | NA | 20.94 | 24.24 | -6.67 | 9.33 | 13.74 | 15.30 | -5.72 | 13.98 | 5.48 | 0.41 | 2.38 | 15.32 | 9.93 | -2.42 | 10.79 | 21.29 | -23.24 | 9.13 | 14.29 | 8.32 | 10.41 | 21.78 | -10.07 | -5.59 |
| Sharpe Ratio | NA | 2.20 | 0.87 | 0.82 | 0.73 | NA | NA | 0.51 | 0.09 | 2.08 | 2.75 | -0.61 | 1.13 | 0.77 | 2.06 | -0.76 | 3.28 | 0.63 | 0.04 | 0.35 | 2.25 | 1.32 | -0.18 | 0.99 | 1.37 | -1.13 | 0.68 | 1.55 | 1.01 | 1.43 | 2.44 | -0.88 | -0.73 |
| Standard Deviation(%) | NA | 6.86 | 9.63 | 11.43 | 9.72 | NA | NA | 10.52 | 6.10 | 6.89 | 7.28 | 13.31 | 8.20 | 17.54 | 6.74 | 9.28 | 4.07 | 8.39 | 8.68 | 6.72 | 6.78 | 7.50 | 13.53 | 10.78 | 15.49 | 21.32 | 9.05 | 7.12 | 6.09 | 6.62 | 8.64 | 12.67 | 10.79 |
| Draw Down(%) | NA | 4.05 | 14.80 | 21.20 | 21.20 | NA | NA | 34.71 | 0.38 | 4.05 | 3.97 | 14.92 | 3.38 | 21.20 | 3.71 | 12.71 | 1.24 | 6.76 | 8.33 | 6.03 | 4.62 | 6.70 | 13.36 | 9.03 | 14.80 | 31.95 | 5.51 | 8.25 | 4.39 | 4.93 | 8.21 | 17.99 | 17.56 |
| Yield(%) | NA | 14.52 | 9.34 | 6.26 | 4.06 | NA | NA | 3.15 | NA | 4.60 | 13.78 | 7.30 | 1.76 | 1.84 | 1.47 | 1.78 | 0.87 | 2.99 | 2.17 | 1.60 | 2.17 | 2.35 | 1.93 | 1.91 | 2.36 | 2.06 | 4.57 | 2.56 | 2.24 | 2.41 | 2.67 | 2.28 | 2.83 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.82%
Feb 2006 - Feb 2009 |
0.18%
Feb 2004 - Feb 2009 |
4.21%
Dec 2006 - Dec 2016 |
4.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATTEL INC. PERSONAL INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.48%
Mar 2003 - Mar 2006 |
13.68%
Sep 2002 - Sep 2007 |
8.63%
Dec 2014 - Dec 2024 |
9.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart