Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.52% | 3.11% | 8.79% | 7.50% | 7.91% | 6.71% | 6.39% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GARTNER 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 (%) | -0.97 | 24.52 | 3.11 | 8.79 | 7.50 | 7.91 | 6.71 | 6.39 | NA | 8.89 | 16.72 | -16.21 | 11.59 | 21.25 | 21.47 | -3.90 | 11.54 | 3.58 | 3.05 | 4.74 | 16.21 | 11.60 | -0.69 | 9.02 | 19.00 | -25.36 | 7.98 | 11.13 | 8.43 | 10.35 | 21.81 | -7.93 | -3.12 |
| Sharpe Ratio | NA | 0.40 | -0.12 | 0.41 | 0.54 | NA | NA | 0.44 | 0.05 | 0.25 | 1.44 | -1.19 | 1.36 | 1.14 | 3.07 | -0.57 | 2.53 | 0.41 | 0.36 | 0.75 | 2.44 | 1.53 | -0.05 | 0.78 | 1.18 | -1.15 | 0.53 | 1.15 | 1.04 | 1.31 | 2.37 | -0.77 | -0.54 |
| Standard Deviation(%) | NA | 8.95 | 11.18 | 12.57 | 10.36 | NA | NA | 10.95 | 9.42 | 9.02 | 8.67 | 14.73 | 8.49 | 18.47 | 6.54 | 9.11 | 4.32 | 8.26 | 8.47 | 6.33 | 6.63 | 7.53 | 14.43 | 11.46 | 16.07 | 22.78 | 9.43 | 6.81 | 6.03 | 7.16 | 8.93 | 11.81 | 10.06 |
| Draw Down(%) | NA | 6.00 | 21.37 | 22.18 | 22.18 | NA | NA | 38.20 | 0.86 | 6.00 | 8.82 | 22.15 | 5.57 | 20.45 | 2.83 | 10.99 | 1.83 | 7.53 | 7.30 | 4.52 | 5.27 | 6.49 | 13.26 | 10.21 | 15.57 | 33.80 | 6.16 | 7.17 | 3.39 | 5.94 | 7.39 | 17.37 | 15.26 |
| Yield(%) | NA | 3.82 | 4.16 | 4.18 | 3.59 | NA | NA | 2.76 | NA | 0.75 | 3.65 | 2.83 | 5.58 | 4.02 | 4.52 | 3.93 | 0.35 | 3.62 | 2.91 | 4.29 | 2.91 | 2.55 | 1.01 | 0.84 | 1.05 | 1.01 | 5.62 | 4.54 | 2.59 | 1.01 | 1.04 | 1.31 | 1.67 |
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 |
|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-7.92%
Feb 2006 - Feb 2009 |
-1.33%
Feb 2004 - Feb 2009 |
4.15%
Feb 2006 - Feb 2016 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GARTNER INC. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
18.01%
Dec 2018 - Dec 2021 |
13.53%
Feb 2009 - Feb 2014 |
9.96%
Sep 2011 - Sep 2021 |
9.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart