Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BASF CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 23.29% | 0.11% | 7.98% | 7.04% | 7.81% | 7.04% | 7.33% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASF CORPORATION RETIREMENT SAVINGS 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 (%) | -0.96 | 23.29 | 0.11 | 7.98 | 7.04 | 7.81 | 7.04 | 7.33 | NA | 3.86 | 16.08 | -19.75 | 7.90 | 27.58 | 21.09 | -6.63 | 18.44 | 3.87 | 1.21 | 3.88 | 13.56 | 13.52 | -0.39 | 13.52 | 28.90 | -23.93 | 8.61 | 9.88 | 6.90 | 10.87 | 18.07 | -3.96 | 8.50 |
| Sharpe Ratio | NA | -0.14 | -0.33 | 0.24 | 0.42 | NA | NA | 0.56 | 0.08 | -0.26 | 1.25 | -1.26 | 0.70 | 1.41 | 2.45 | -0.70 | 3.59 | 0.42 | 0.13 | 0.51 | 2.09 | 2.32 | -0.04 | 1.59 | 2.43 | -1.53 | 0.78 | 1.24 | 1.13 | 1.95 | 3.62 | -0.72 | 0.60 |
| Standard Deviation(%) | NA | 10.50 | 12.63 | 14.03 | 11.65 | NA | NA | 10.00 | 8.56 | 10.53 | 9.43 | 16.71 | 11.28 | 19.38 | 8.04 | 11.28 | 4.96 | 8.79 | 9.00 | 7.55 | 6.47 | 5.80 | 11.41 | 8.45 | 11.85 | 16.21 | 7.23 | 5.32 | 4.20 | 5.08 | 4.81 | 7.04 | 10.24 |
| Draw Down(%) | NA | 7.69 | 25.18 | 27.56 | 27.56 | NA | NA | 34.15 | 0.60 | 7.66 | 9.02 | 26.22 | 8.40 | 21.79 | 4.87 | 14.58 | 1.60 | 8.11 | 10.08 | 6.00 | 6.15 | 4.31 | 12.63 | 7.06 | 12.80 | 34.15 | 5.14 | 5.96 | 3.23 | 6.26 | 4.05 | 12.99 | 11.26 |
| Yield(%) | NA | 5.00 | 6.81 | 5.27 | 4.10 | NA | NA | 4.50 | NA | 0.93 | 4.93 | 5.94 | 7.88 | 2.22 | 4.27 | 3.17 | 0.34 | 2.50 | 4.78 | 3.62 | 3.03 | 4.62 | 3.79 | 5.21 | 5.65 | 6.36 | 7.18 | 6.80 | 5.21 | 4.03 | 3.81 | 3.33 | 3.87 |
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 |
|---|---|---|---|---|
| BASF CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.96%
Feb 2006 - Feb 2009 |
-0.44%
Feb 2004 - Feb 2009 |
5.27%
Feb 2006 - Feb 2016 |
5.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASF CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.57%
Dec 2018 - Dec 2021 |
15.13%
Feb 2009 - Feb 2014 |
10.37%
Sep 2011 - Sep 2021 |
9.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart