Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DANAHER 401K PLAN Tactical Asset Allocation Moderate | NA | 20.37% | 4.99% | 9.56% | 7.69% | 8.88% | 9.60% | 9.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DANAHER 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | 20.37 | 4.99 | 9.56 | 7.69 | 8.88 | 9.60 | 9.04 | NA | 7.19 | 11.69 | -6.56 | 15.95 | 14.19 | 19.90 | -6.45 | 11.64 | 11.53 | -2.13 | 6.01 | 17.28 | 11.54 | 0.66 | 19.02 | 19.97 | 3.17 | 10.09 | 14.24 | 8.71 | 17.59 | 13.34 | -3.00 | -2.87 |
| Sharpe Ratio | NA | 0.17 | -0.01 | 0.45 | 0.54 | NA | NA | 0.75 | -0.02 | 0.06 | 0.89 | -0.64 | 1.49 | 0.73 | 3.07 | -0.81 | 2.36 | 1.32 | -0.25 | 0.76 | 2.30 | 1.42 | 0.04 | 1.78 | 1.97 | 0.33 | 0.74 | 1.33 | 1.00 | 2.12 | 1.77 | -0.64 | -0.60 |
| Standard Deviation(%) | NA | 9.98 | 10.40 | 12.67 | 10.50 | NA | NA | 9.63 | 7.79 | 10.09 | 8.34 | 12.40 | 10.68 | 19.05 | 6.02 | 9.63 | 4.67 | 8.60 | 8.73 | 7.89 | 7.50 | 8.07 | 15.82 | 10.67 | 10.07 | 6.75 | 9.55 | 8.25 | 6.56 | 7.86 | 7.16 | 6.38 | 8.61 |
| Draw Down(%) | NA | 6.69 | 14.10 | 22.34 | 22.34 | NA | NA | 22.34 | 0.72 | 6.57 | 6.66 | 14.54 | 4.65 | 22.34 | 2.63 | 14.12 | 2.16 | 7.15 | 9.78 | 5.27 | 5.13 | 6.90 | 14.21 | 7.97 | 4.84 | 7.77 | 6.29 | 8.99 | 4.94 | 6.75 | 7.16 | 7.48 | 12.78 |
| Yield(%) | NA | 3.21 | 4.20 | 3.75 | 4.00 | NA | NA | 0.00 | NA | 1.19 | 3.24 | 4.05 | 4.77 | 4.22 | 3.16 | 3.02 | 3.77 | 4.48 | 5.19 | 5.03 | 2.56 | 4.38 | 2.56 | 5.42 | 4.92 | 5.05 | 5.71 | 4.72 | 2.32 | 3.61 | 2.55 | 4.85 | 7.42 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANAHER 401K PLAN Tactical Asset Allocation Moderate |
2.08%
Mar 2017 - Mar 2020 |
2.83%
Mar 2015 - Mar 2020 |
6.43%
Oct 2013 - Oct 2023 |
8.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANAHER 401K PLAN Tactical Asset Allocation Moderate |
16.82%
Apr 2003 - Apr 2006 |
14.52%
Oct 2008 - Oct 2013 |
12.69%
Mar 2003 - Mar 2013 |
11.05%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart