Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | 25.23% | 3.51% | 7.66% | 6.52% | 7.73% | 6.89% | 6.50% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT 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 (%) | -0.90 | 25.23 | 3.51 | 7.66 | 6.52 | 7.73 | 6.89 | 6.50 | NA | 7.05 | 15.60 | -14.39 | 6.87 | 19.47 | 18.95 | -5.23 | 12.46 | 4.03 | 0.96 | 5.32 | 16.10 | 13.99 | 0.88 | 11.73 | 22.64 | -22.86 | 8.20 | 13.00 | 5.83 | 10.35 | 20.14 | -8.73 | -2.28 |
| Sharpe Ratio | NA | 0.21 | -0.14 | 0.31 | 0.44 | NA | NA | 0.44 | 0.05 | 0.05 | 1.36 | -1.12 | 0.71 | 1.07 | 2.75 | -0.68 | 2.72 | 0.47 | 0.13 | 0.88 | 2.26 | 1.89 | 0.06 | 1.06 | 1.39 | -1.03 | 0.56 | 1.45 | 0.64 | 1.45 | 2.22 | -0.75 | -0.37 |
| Standard Deviation(%) | NA | 8.77 | 10.73 | 12.34 | 10.16 | NA | NA | 10.98 | 8.55 | 8.82 | 8.36 | 14.03 | 9.60 | 17.97 | 6.37 | 9.61 | 4.35 | 8.06 | 7.37 | 6.00 | 7.11 | 7.36 | 13.73 | 11.00 | 16.24 | 23.05 | 9.36 | 6.72 | 5.76 | 6.49 | 8.78 | 13.14 | 12.51 |
| Draw Down(%) | NA | 6.54 | 20.62 | 21.41 | 21.41 | NA | NA | 36.84 | 0.70 | 6.51 | 8.02 | 21.16 | 5.94 | 21.30 | 2.99 | 12.75 | 2.30 | 6.82 | 6.75 | 3.95 | 6.30 | 5.60 | 12.17 | 8.96 | 18.11 | 33.15 | 5.44 | 5.85 | 3.63 | 5.30 | 7.76 | 17.67 | 16.07 |
| Yield(%) | NA | 5.55 | 4.25 | 4.08 | 3.96 | NA | NA | 3.84 | NA | 0.80 | 5.63 | 3.37 | 3.09 | 4.20 | 3.64 | 5.25 | 0.48 | 1.97 | 5.69 | 5.72 | 3.76 | 5.01 | 2.68 | 4.70 | 4.18 | 5.00 | 3.82 | 3.47 | 3.08 | 3.56 | 2.59 | 3.04 | 3.64 |
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 |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-6.77%
Feb 2006 - Feb 2009 |
-1.15%
Feb 2004 - Feb 2009 |
4.90%
Oct 2013 - Oct 2023 |
4.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBOTT LABORATORIES STOCK RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
18.57%
Feb 2009 - Feb 2012 |
16.12%
Feb 2009 - Feb 2014 |
10.10%
Feb 2009 - Feb 2019 |
9.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart