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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.98% | 2.53% | 8.92% | 7.31% | 7.31% | 6.33% | 5.86% |
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 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 (%) | -0.83 | 24.98 | 2.53 | 8.92 | 7.31 | 7.31 | 6.33 | 5.86 | NA | 9.35 | 14.40 | -14.78 | 5.94 | 25.33 | 19.30 | -5.25 | 17.02 | 4.30 | 0.83 | 1.14 | 15.68 | 9.31 | -3.04 | 10.01 | 19.60 | -22.98 | 6.84 | 12.32 | 6.73 | 8.74 | 21.51 | -12.21 | -2.07 |
| Sharpe Ratio | NA | 0.44 | -0.09 | 0.34 | 0.48 | NA | NA | 0.38 | 0.09 | 0.29 | 1.09 | -1.01 | 0.47 | 1.29 | 2.19 | -0.65 | 3.45 | 0.45 | 0.08 | 0.15 | 2.30 | 1.33 | -0.24 | 1.00 | 1.31 | -1.15 | 0.42 | 1.26 | 0.84 | 1.09 | 2.52 | -1.09 | -0.38 |
| Standard Deviation(%) | NA | 9.44 | 11.99 | 13.92 | 11.53 | NA | NA | 11.14 | 8.72 | 9.47 | 9.29 | 15.98 | 12.53 | 19.46 | 8.16 | 10.10 | 4.75 | 9.06 | 9.51 | 7.65 | 6.80 | 6.97 | 12.97 | 9.96 | 14.87 | 20.82 | 9.24 | 7.18 | 5.43 | 7.16 | 8.27 | 12.28 | 11.56 |
| Draw Down(%) | NA | 5.86 | 19.68 | 22.64 | 22.64 | NA | NA | 34.39 | 0.62 | 5.86 | 8.74 | 20.59 | 7.87 | 20.40 | 5.12 | 13.37 | 1.29 | 8.03 | 9.64 | 5.98 | 4.81 | 6.08 | 13.43 | 7.67 | 14.36 | 32.33 | 5.86 | 7.85 | 3.66 | 6.84 | 8.31 | 21.23 | 17.83 |
| Yield(%) | NA | 5.26 | 5.65 | 4.29 | 3.08 | NA | NA | 2.55 | NA | 0.62 | 5.53 | 3.99 | 6.47 | 2.63 | 2.13 | 2.32 | 0.33 | 1.94 | 2.48 | 2.20 | 2.59 | 1.43 | 1.10 | 1.07 | 1.15 | 2.80 | 5.23 | 4.25 | 3.17 | 1.31 | 1.08 | 1.16 | 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.65%
Feb 2006 - Feb 2009 |
-1.12%
Feb 2004 - Feb 2009 |
3.46%
Feb 2006 - Feb 2016 |
3.91%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEX CORPORATION SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.57%
Dec 2018 - Dec 2021 |
13.30%
Feb 2016 - Feb 2021 |
9.23%
Sep 2011 - Sep 2021 |
8.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart