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 |
|---|---|---|---|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Tactical Asset Allocation Moderate | NA | -6.77% | -3.37% | 3.63% | 5.50% | 8.07% | 8.33% | 9.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE CARGILL PARTNERSHIP 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 (%) | -0.85 | -6.77 | -3.37 | 3.63 | 5.50 | 8.07 | 8.33 | 9.05 | NA | 8.09 | 16.16 | -10.05 | 16.53 | 11.16 | 18.41 | -2.66 | 15.92 | 7.55 | 1.57 | 11.16 | 19.59 | 14.42 | 2.95 | 16.17 | 22.22 | 2.68 | 7.99 | 9.42 | 4.17 | 13.15 | 19.32 | 6.23 | 8.65 |
| Sharpe Ratio | NA | 0.07 | 0.03 | 0.26 | 0.39 | NA | NA | 0.71 | 0.09 | 0.04 | 1.49 | -0.84 | 1.97 | 0.56 | 2.42 | -0.35 | 3.57 | 0.86 | 0.16 | 1.52 | 2.82 | 1.91 | 0.21 | 1.65 | 2.59 | 0.29 | 0.57 | 0.98 | 0.32 | 1.74 | 2.63 | 1.10 | 1.17 |
| Standard Deviation(%) | NA | 38.85 | 24.23 | 20.99 | 15.99 | NA | NA | 11.93 | 7.02 | 38.85 | 7.97 | 13.64 | 8.37 | 19.35 | 7.02 | 11.47 | 4.28 | 8.50 | 9.35 | 7.33 | 6.92 | 7.51 | 13.74 | 9.76 | 8.53 | 5.98 | 8.77 | 6.29 | 6.34 | 7.02 | 7.09 | 4.65 | 5.43 |
| Draw Down(%) | NA | 24.86 | 24.86 | 24.86 | 24.86 | NA | NA | 24.86 | 0.42 | 24.86 | 5.90 | 15.37 | 2.96 | 21.59 | 3.34 | 12.92 | 1.37 | 6.86 | 8.01 | 4.60 | 5.44 | 5.47 | 12.30 | 7.66 | 3.42 | 5.01 | 5.33 | 5.37 | 3.76 | 4.63 | 4.24 | 4.34 | 4.10 |
| Yield(%) | NA | 4.27 | 4.49 | 5.65 | 5.13 | NA | NA | 0.00 | NA | 1.15 | 4.53 | 4.86 | 3.84 | 8.23 | 8.13 | 3.79 | 3.63 | 6.04 | 4.78 | 4.81 | 3.29 | 4.84 | 2.65 | 4.29 | 5.77 | 9.12 | 5.13 | 4.38 | 3.41 | 3.07 | 3.94 | 7.68 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Tactical Asset Allocation Moderate |
-3.32%
Oct 2021 - Oct 2024 |
3.63%
Oct 2019 - Oct 2024 |
5.50%
Oct 2014 - Oct 2024 |
8.10%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Tactical Asset Allocation Moderate |
16.62%
Sep 2011 - Sep 2014 |
15.51%
Nov 2008 - Nov 2013 |
12.08%
Sep 2008 - Sep 2018 |
11.26%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart