Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDEX CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 27.85% | 4.41% | 12.22% | 9.16% | 10.59% | 10.43% | 8.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEX CORPORATION SAVINGS 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 (%) | -1.65 | 27.85 | 4.41 | 12.22 | 9.16 | 10.59 | 10.43 | 8.77 | NA | 13.88 | 10.82 | -13.96 | 22.81 | 23.62 | 21.58 | -5.32 | 12.90 | 12.68 | -3.97 | 9.07 | 31.56 | 13.06 | -3.50 | 16.32 | 12.62 | 4.80 | 6.28 | 14.62 | 9.65 | 12.97 | 16.11 | -17.85 | -5.09 |
| Sharpe Ratio | NA | 0.73 | -0.03 | 0.47 | 0.49 | NA | NA | 0.52 | 0.07 | 0.54 | 0.62 | -0.89 | 1.38 | 0.91 | 1.65 | -0.47 | 1.67 | 1.09 | -0.31 | 0.75 | 2.65 | 1.06 | -0.15 | 0.91 | 1.04 | 0.37 | 0.26 | 1.19 | 0.97 | 1.43 | 1.64 | -1.77 | -0.92 |
| Standard Deviation(%) | NA | 13.17 | 13.96 | 17.41 | 14.87 | NA | NA | 13.64 | 12.24 | 13.39 | 10.54 | 17.18 | 16.49 | 25.61 | 12.24 | 14.13 | 7.33 | 11.41 | 13.07 | 12.10 | 11.88 | 12.28 | 24.29 | 17.87 | 12.02 | 10.60 | 12.50 | 9.54 | 7.71 | 8.38 | 9.42 | 10.70 | 8.08 |
| Draw Down(%) | NA | 8.60 | 18.24 | 26.52 | 26.52 | NA | NA | 30.20 | 0.91 | 8.60 | 10.28 | 19.22 | 7.87 | 26.52 | 7.31 | 18.91 | 3.48 | 7.17 | 13.36 | 7.41 | 5.58 | 9.43 | 22.92 | 15.87 | 9.20 | 7.34 | 8.55 | 10.62 | 4.84 | 7.55 | 8.78 | 22.25 | 10.88 |
| Yield(%) | NA | 4.47 | 5.62 | 4.82 | 3.77 | NA | NA | 0.00 | NA | 0.47 | 5.29 | 2.28 | 10.28 | 4.41 | 3.37 | 3.48 | 1.41 | 1.77 | 2.76 | 4.34 | 6.00 | 1.84 | 1.18 | 1.11 | 1.26 | 3.08 | 5.87 | 4.85 | 3.30 | 1.42 | 1.26 | 1.43 | 1.66 |
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 |
|---|---|---|---|---|
| IDEX CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.67%
Feb 2001 - Feb 2004 |
3.10%
Mar 2015 - Mar 2020 |
5.86%
Sep 2001 - Sep 2011 |
7.04%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEX CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate |
22.67%
Dec 2018 - Dec 2021 |
15.29%
Oct 2016 - Oct 2021 |
13.23%
Dec 2011 - Dec 2021 |
11.34%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart