Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.24% | 4.15% | 8.20% | 8.11% | 9.47% | 8.11% | 7.83% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE CARGILL PARTNERSHIP 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 (%) | -1.03 | 24.24 | 4.15 | 8.20 | 8.11 | 9.47 | 8.11 | 7.83 | NA | 8.48 | 16.94 | -14.40 | 13.84 | 13.07 | 19.97 | -2.22 | 14.05 | 8.10 | 3.52 | 11.66 | 18.43 | 14.11 | 2.66 | 11.04 | 23.24 | -20.38 | 6.29 | 11.26 | 5.80 | 13.01 | 21.90 | -6.83 | -2.37 |
| Sharpe Ratio | NA | 0.30 | -0.06 | 0.34 | 0.56 | NA | NA | 0.55 | 0.05 | 0.21 | 1.47 | -1.04 | 1.70 | 0.64 | 2.61 | -0.34 | 3.07 | 0.97 | 0.36 | 1.65 | 2.67 | 1.93 | 0.19 | 1.05 | 1.47 | -0.96 | 0.37 | 1.23 | 0.59 | 1.76 | 2.20 | -0.58 | -0.43 |
| Standard Deviation(%) | NA | 8.90 | 11.30 | 13.07 | 10.92 | NA | NA | 11.16 | 7.86 | 8.93 | 8.66 | 15.10 | 8.10 | 20.08 | 7.11 | 10.45 | 4.37 | 8.18 | 9.80 | 7.06 | 6.90 | 7.29 | 13.74 | 10.42 | 15.71 | 22.13 | 8.96 | 6.52 | 6.18 | 6.84 | 9.66 | 13.71 | 10.82 |
| Draw Down(%) | NA | 5.96 | 19.75 | 23.33 | 23.33 | NA | NA | 33.97 | 0.56 | 5.91 | 7.51 | 20.31 | 3.36 | 23.33 | 3.66 | 11.62 | 1.66 | 7.25 | 8.04 | 4.34 | 5.21 | 5.17 | 12.52 | 9.63 | 17.44 | 30.96 | 5.41 | 5.14 | 3.79 | 4.62 | 7.01 | 18.47 | 13.69 |
| Yield(%) | NA | 4.86 | 4.98 | 5.30 | 4.56 | NA | NA | 4.46 | NA | 0.91 | 4.56 | 5.57 | 3.79 | 5.99 | 5.61 | 3.47 | 0.52 | 3.63 | 6.77 | 4.88 | 4.46 | 4.32 | 2.64 | 4.37 | 4.02 | 5.37 | 8.53 | 4.35 | 4.47 | 3.18 | 3.07 | 3.83 | 4.23 |
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 |
|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate |
-6.36%
Feb 2006 - Feb 2009 |
-0.67%
Feb 2004 - Feb 2009 |
5.69%
Aug 2001 - Aug 2011 |
6.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE CARGILL PARTNERSHIP PLAN Strategic Asset Allocation - Optimal Moderate |
18.65%
Feb 2009 - Feb 2012 |
16.83%
Feb 2009 - Feb 2014 |
12.26%
Feb 2009 - Feb 2019 |
10.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart