Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | 25.54% | 2.74% | 8.98% | 7.78% | 8.74% | 7.74% | 7.54% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.01 | 25.54 | 2.74 | 8.98 | 7.78 | 8.74 | 7.74 | 7.54 | NA | 8.01 | 17.89 | -15.98 | 8.46 | 24.33 | 22.29 | -4.00 | 15.05 | 5.75 | 0.06 | 8.58 | 15.77 | 12.25 | 0.03 | 13.55 | 22.84 | -23.13 | 9.49 | 12.54 | 7.09 | 11.42 | 23.70 | -9.11 | 1.26 |
| Sharpe Ratio | NA | 0.26 | -0.10 | 0.38 | 0.54 | NA | NA | 0.52 | 0.04 | 0.16 | 1.40 | -1.12 | 0.81 | 1.29 | 2.70 | -0.50 | 2.62 | 0.66 | 0.00 | 1.22 | 2.19 | 1.60 | 0.00 | 1.14 | 1.35 | -1.11 | 0.69 | 1.16 | 0.79 | 1.44 | 2.78 | -0.91 | -0.10 |
| Standard Deviation(%) | NA | 9.01 | 11.81 | 13.23 | 11.06 | NA | NA | 11.26 | 8.43 | 9.05 | 9.73 | 15.52 | 10.38 | 18.65 | 7.74 | 10.58 | 5.50 | 8.37 | 8.79 | 7.03 | 7.19 | 7.65 | 14.81 | 11.85 | 16.80 | 21.61 | 9.39 | 7.97 | 6.23 | 7.30 | 8.28 | 11.28 | 10.30 |
| Draw Down(%) | NA | 5.49 | 21.91 | 23.36 | 23.36 | NA | NA | 34.93 | 0.72 | 5.46 | 9.20 | 22.43 | 7.08 | 20.32 | 3.76 | 12.86 | 2.38 | 6.95 | 8.82 | 5.22 | 6.43 | 5.89 | 14.18 | 8.93 | 15.90 | 33.85 | 6.43 | 8.45 | 4.20 | 7.34 | 6.92 | 18.82 | 14.02 |
| Yield(%) | NA | 6.57 | 6.45 | 5.15 | 4.24 | NA | NA | 3.91 | NA | 0.68 | 6.55 | 4.92 | 7.07 | 3.89 | 2.52 | 4.67 | 0.17 | 4.38 | 3.13 | 4.64 | 3.63 | 3.11 | 2.29 | 2.31 | 2.21 | 4.80 | 7.67 | 6.47 | 3.67 | 2.81 | 2.64 | 2.07 | 3.54 |
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 |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-6.26%
Feb 2006 - Feb 2009 |
-0.43%
Feb 2004 - Feb 2009 |
5.65%
Jan 2006 - Jan 2016 |
5.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
18.14%
Dec 2018 - Dec 2021 |
15.62%
Feb 2009 - Feb 2014 |
10.86%
Sep 2011 - Sep 2021 |
10.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart