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 Strategic Asset Allocation - Optimal Moderate | NA | 24.54% | 2.95% | 7.64% | 6.52% | 8.10% | 6.91% | 6.78% |
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 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 (%) | -1.10 | 24.54 | 2.95 | 7.64 | 6.52 | 8.10 | 6.91 | 6.78 | NA | 10.74 | 15.81 | -15.82 | 10.33 | 16.69 | 20.05 | -7.73 | 12.92 | 7.42 | -0.16 | 5.83 | 14.97 | 12.98 | 0.92 | 17.08 | 23.21 | -23.30 | 6.48 | 10.78 | 6.04 | 11.40 | 22.59 | -8.35 | 0.82 |
| Sharpe Ratio | NA | 0.64 | -0.08 | 0.34 | 0.47 | NA | NA | 0.46 | 0.02 | 0.52 | 1.31 | -1.18 | 1.07 | 0.91 | 2.84 | -0.99 | 3.07 | 0.90 | -0.02 | 0.86 | 2.01 | 1.67 | 0.06 | 1.40 | 1.31 | -1.06 | 0.38 | 1.03 | 0.55 | 1.37 | 2.29 | -0.72 | -0.11 |
| Standard Deviation(%) | NA | 7.92 | 10.89 | 12.46 | 10.26 | NA | NA | 11.37 | 7.17 | 7.97 | 8.80 | 14.62 | 9.66 | 18.07 | 6.57 | 9.14 | 4.00 | 8.05 | 8.42 | 6.77 | 7.45 | 7.75 | 14.86 | 12.10 | 17.62 | 22.94 | 9.21 | 7.28 | 6.99 | 7.62 | 9.57 | 13.21 | 13.17 |
| Draw Down(%) | NA | 4.22 | 21.08 | 21.75 | 21.75 | NA | NA | 36.68 | 0.62 | 4.22 | 8.44 | 21.58 | 5.14 | 20.98 | 3.11 | 14.30 | 1.45 | 5.87 | 8.00 | 4.70 | 6.43 | 6.29 | 13.94 | 9.85 | 17.80 | 33.47 | 5.37 | 6.05 | 4.29 | 6.07 | 6.83 | 18.03 | 15.67 |
| Yield(%) | NA | 3.41 | 2.87 | 2.73 | 2.39 | NA | NA | 2.94 | NA | 0.95 | 3.27 | 2.16 | 2.56 | 2.21 | 3.02 | 1.80 | 0.53 | 2.84 | 2.53 | 2.53 | 2.70 | 4.24 | 2.03 | 4.19 | 3.92 | 4.32 | 3.53 | 2.76 | 2.62 | 3.01 | 3.05 | 3.63 | 3.26 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.93%
Feb 2006 - Feb 2009 |
-1.71%
Feb 2004 - Feb 2009 |
4.95%
Oct 2013 - Oct 2023 |
5.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STERIS Corporation 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
20.50%
Feb 2009 - Feb 2012 |
16.82%
Feb 2009 - Feb 2014 |
10.41%
Feb 2009 - Feb 2019 |
9.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart