Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 12.84% | 5.78% | 10.68% | 8.62% | 8.87% | NA | 7.73% |
Data as of 05/31/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 12.84 | 5.78 | 10.68 | 8.62 | 8.87 | NA | 7.73 | 8.15 | 9.62 | -2.26 | 10.37 | 25.02 | 7.86 | -0.58 | 17.68 | 21.65 | -4.54 | 10.54 | 16.36 | 9.21 | 11.01 | 22.48 | -16.63 | -8.48 |
| Sharpe Ratio | NA | 1.44 | 0.64 | 1.01 | 0.76 | NA | NA | 0.63 | 1.02 | 0.91 | -0.19 | 1.00 | 2.45 | 0.84 | -0.04 | 1.36 | 1.71 | -1.00 | 0.50 | 1.30 | 1.00 | 1.40 | 2.74 | -1.52 | -1.45 |
| Standard Deviation(%) | NA | 8.12 | 10.41 | 10.14 | 11.58 | NA | NA | 10.68 | 7.64 | 10.39 | 11.88 | 10.34 | 10.18 | 9.30 | 16.36 | 12.94 | 12.64 | 5.44 | 15.16 | 10.09 | 7.07 | 7.19 | 7.95 | 11.64 | 7.42 |
| Draw Down(%) | NA | 4.14 | 13.59 | 13.59 | 15.07 | NA | NA | 26.86 | 3.70 | 7.31 | 12.71 | 6.58 | 5.48 | 9.18 | 15.07 | 9.46 | 6.06 | 6.63 | 10.73 | 11.17 | 5.62 | 6.31 | 3.66 | 19.96 | 12.32 |
| Yield(%) | NA | 1.80 | 2.86 | 2.55 | 2.39 | NA | NA | 0.00 | 0.69 | 1.68 | 2.76 | 3.65 | 3.33 | 1.76 | 0.94 | 1.41 | 1.45 | 0.62 | 6.86 | 6.94 | 2.66 | 1.36 | 1.52 | 2.48 | 2.58 |
Data as of 05/31/2017, 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 |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Tactical Asset Allocation Moderate |
-0.08%
Feb 2001 - Feb 2004 |
4.00%
Feb 2001 - Feb 2006 |
7.28%
Sep 2001 - Sep 2011 |
7.25%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Tactical Asset Allocation Moderate |
16.34%
Apr 2003 - Apr 2006 |
14.68%
Feb 2009 - Feb 2014 |
11.86%
Aug 2004 - Aug 2014 |
10.14%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart