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 - Optimal Moderate | NA | 26.00% | 4.64% | 9.63% | 7.51% | 8.11% | 6.85% | 6.48% |
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 - 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 (%) | -0.87 | 26.00 | 4.64 | 9.63 | 7.51 | 8.11 | 6.85 | 6.48 | NA | 11.83 | 15.42 | -12.44 | 8.80 | 21.22 | 18.83 | -5.96 | 13.61 | 5.76 | 1.06 | 3.15 | 18.49 | 10.51 | -3.73 | 14.43 | 22.54 | -25.55 | 5.83 | 11.16 | 7.52 | 11.72 | 20.75 | -12.10 | 1.38 |
| Sharpe Ratio | NA | 0.75 | 0.07 | 0.44 | 0.53 | NA | NA | 0.41 | 0.08 | 0.60 | 1.27 | -0.91 | 0.79 | 1.10 | 2.21 | -0.71 | 2.70 | 0.66 | 0.12 | 0.44 | 2.50 | 1.26 | -0.23 | 1.10 | 1.21 | -1.14 | 0.28 | 1.00 | 0.78 | 1.43 | 2.25 | -1.05 | -0.08 |
| Standard Deviation(%) | NA | 8.65 | 11.33 | 13.23 | 11.02 | NA | NA | 11.83 | 8.83 | 8.67 | 8.77 | 15.24 | 11.07 | 19.15 | 7.89 | 10.22 | 4.80 | 8.41 | 8.97 | 7.20 | 7.38 | 8.29 | 16.04 | 13.01 | 18.59 | 23.23 | 10.05 | 7.92 | 6.87 | 7.53 | 8.93 | 12.52 | 12.36 |
| Draw Down(%) | NA | 5.45 | 17.19 | 20.23 | 20.23 | NA | NA | 39.14 | 0.64 | 5.45 | 7.36 | 17.99 | 6.34 | 20.23 | 4.64 | 13.93 | 1.51 | 7.21 | 8.18 | 5.18 | 4.47 | 7.10 | 16.44 | 9.78 | 17.78 | 33.97 | 6.39 | 8.78 | 4.61 | 6.57 | 8.37 | 21.48 | 16.69 |
| Yield(%) | NA | 6.01 | 5.65 | 4.37 | 3.17 | NA | NA | 2.57 | NA | 0.66 | 6.26 | 4.07 | 5.79 | 2.83 | 2.34 | 1.92 | 0.42 | 2.49 | 2.50 | 2.43 | 3.40 | 1.33 | 0.66 | 0.62 | 1.07 | 2.39 | 5.69 | 3.91 | 3.55 | 1.20 | 0.88 | 1.11 | 1.59 |
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 - Optimal Moderate |
-9.27%
Feb 2006 - Feb 2009 |
-1.96%
Feb 2004 - Feb 2009 |
4.08%
Jan 2006 - Jan 2016 |
4.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEX CORPORATION SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
17.37%
Feb 2009 - Feb 2012 |
14.93%
Feb 2009 - Feb 2014 |
9.81%
Feb 2009 - Feb 2019 |
9.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart