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 Strategic Asset Allocation - Equal Weight Moderate | NA | 2.63% | -0.70% | 5.93% | 5.36% | 6.01% | 5.73% | 5.62% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement 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 (%) | -0.63 | 2.63 | -0.70 | 5.93 | 5.36 | 6.01 | 5.73 | 5.62 | NA | 7.45 | 13.09 | -8.66 | 7.06 | 21.37 | 17.49 | -5.24 | 13.01 | 4.49 | 0.96 | 1.80 | 13.35 | 9.05 | -0.56 | 9.80 | 22.23 | -18.83 | 6.62 | 11.32 | 6.88 | 9.67 | 17.70 | -5.67 | -0.90 |
| Sharpe Ratio | NA | 0.09 | -0.01 | 0.33 | 0.41 | NA | NA | 0.46 | 0.09 | 0.04 | 1.16 | -0.80 | 0.74 | 1.12 | 2.01 | -0.60 | 2.74 | 0.47 | 0.10 | 0.24 | 2.35 | 1.60 | -0.06 | 1.17 | 1.93 | -1.36 | 0.55 | 1.58 | 1.00 | 1.72 | 3.17 | -0.91 | -0.41 |
| Standard Deviation(%) | NA | 23.36 | 15.95 | 15.57 | 12.56 | NA | NA | 10.15 | 7.30 | 23.37 | 7.59 | 12.61 | 9.53 | 18.92 | 8.01 | 10.93 | 4.52 | 9.16 | 9.04 | 7.40 | 5.67 | 5.61 | 9.80 | 8.31 | 11.50 | 14.56 | 6.62 | 5.10 | 4.69 | 5.08 | 5.36 | 7.44 | 7.90 |
| Draw Down(%) | NA | 15.66 | 15.66 | 20.64 | 20.64 | NA | NA | 28.25 | 0.45 | 15.66 | 6.48 | 14.95 | 5.81 | 20.64 | 5.20 | 13.25 | 1.24 | 8.10 | 9.46 | 5.80 | 4.13 | 4.85 | 10.38 | 6.66 | 11.62 | 27.09 | 4.53 | 5.82 | 3.83 | 5.31 | 5.17 | 13.99 | 12.75 |
| Yield(%) | NA | 3.86 | 3.00 | 2.61 | 2.23 | NA | NA | 2.74 | NA | 0.60 | 4.16 | 2.58 | 1.59 | 2.68 | 1.60 | 3.03 | 0.32 | 0.96 | 2.91 | 1.85 | 2.36 | 2.60 | 2.19 | 2.16 | 2.53 | 3.44 | 5.16 | 5.76 | 3.66 | 2.60 | 2.50 | 2.60 | 3.27 |
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 |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.50%
Feb 2006 - Feb 2009 |
0.58%
Feb 2004 - Feb 2009 |
4.20%
Feb 2006 - Feb 2016 |
4.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mettler Toledo, Inc. Enhanced Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
15.15%
Dec 2018 - Dec 2021 |
11.82%
Feb 2009 - Feb 2014 |
8.19%
Sep 2011 - Sep 2021 |
8.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart