Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STERIS Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 21.56% | 3.55% | 9.23% | 7.55% | 9.46% | 9.08% | 9.49% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STERIS Corporation 401(k) Plan Tactical Asset Allocation 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 (%) | -1.23 | 21.56 | 3.55 | 9.23 | 7.55 | 9.46 | 9.08 | 9.49 | NA | 9.25 | 13.25 | -12.68 | 14.30 | 19.80 | 18.67 | -4.70 | 10.85 | 11.04 | -2.32 | 8.25 | 18.91 | 13.47 | 2.58 | 21.45 | 19.00 | -1.07 | 5.58 | 10.03 | 5.88 | 10.38 | 25.70 | 2.51 | 5.58 |
| Sharpe Ratio | NA | 0.50 | -0.05 | 0.43 | 0.52 | NA | NA | 0.80 | 0.08 | 0.29 | 1.18 | -0.99 | 1.25 | 0.98 | 2.49 | -0.61 | 2.16 | 1.29 | -0.26 | 1.07 | 2.28 | 1.77 | 0.17 | 1.86 | 2.02 | -0.32 | 0.28 | 0.89 | 0.51 | 1.18 | 3.38 | 0.26 | 0.48 |
| Standard Deviation(%) | NA | 9.14 | 10.74 | 13.21 | 10.90 | NA | NA | 9.69 | 8.15 | 9.31 | 7.65 | 14.16 | 11.38 | 19.89 | 6.93 | 9.80 | 4.74 | 8.40 | 8.91 | 7.67 | 8.26 | 7.57 | 15.34 | 11.47 | 9.38 | 6.29 | 9.17 | 7.58 | 7.24 | 7.99 | 7.40 | 5.43 | 6.82 |
| Draw Down(%) | NA | 5.84 | 16.22 | 21.85 | 21.85 | NA | NA | 21.85 | 0.65 | 5.84 | 6.70 | 17.27 | 6.06 | 21.85 | 3.19 | 12.53 | 2.27 | 5.52 | 9.87 | 4.19 | 5.69 | 5.17 | 13.90 | 8.13 | 4.53 | 7.78 | 5.76 | 6.73 | 4.41 | 6.39 | 3.67 | 3.78 | 6.49 |
| Yield(%) | NA | 2.82 | 2.72 | 2.80 | 2.48 | NA | NA | 0.00 | NA | 1.59 | 2.81 | 2.08 | 2.53 | 3.62 | 2.92 | 1.72 | 2.39 | 1.93 | 2.13 | 2.02 | 1.79 | 4.16 | 2.07 | 4.14 | 4.93 | 4.44 | 3.25 | 2.77 | 2.32 | 3.11 | 3.46 | 5.71 | 8.12 |
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 |
|---|---|---|---|---|
| STERIS Corporation 401(k) Plan Tactical Asset Allocation Moderate |
1.80%
Apr 2021 - Apr 2024 |
3.53%
Mar 2015 - Mar 2020 |
6.40%
Oct 2013 - Oct 2023 |
8.17%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STERIS Corporation 401(k) Plan Tactical Asset Allocation Moderate |
17.56%
Dec 2018 - Dec 2021 |
15.85%
Feb 2009 - Feb 2014 |
11.21%
Mar 2003 - Mar 2013 |
10.42%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart