Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 23.36% | 2.74% | 6.86% | 5.40% | 6.21% | 5.33% | 5.50% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.57 | 23.36 | 2.74 | 6.86 | 5.40 | 6.21 | 5.33 | 5.50 | NA | 6.93 | 10.14 | -10.43 | 9.66 | 14.16 | 12.57 | -4.72 | 5.18 | 8.16 | -0.28 | 3.67 | 15.52 | 7.26 | 0.43 | 9.88 | 14.82 | -19.28 | 7.11 | 7.94 | 5.98 | 10.25 | 20.48 | -8.99 | 5.19 |
| Sharpe Ratio | NA | 0.17 | -0.16 | 0.23 | 0.28 | NA | NA | 0.34 | 0.06 | 0.03 | 0.59 | -0.80 | 0.76 | 0.69 | 1.29 | -0.59 | 0.72 | 0.87 | -0.03 | 0.42 | 2.40 | 1.15 | 0.03 | 1.05 | 1.07 | -1.11 | 0.54 | 0.71 | 0.64 | 1.06 | 1.88 | -0.74 | 0.22 |
| Standard Deviation(%) | NA | 11.02 | 12.09 | 14.18 | 11.81 | NA | NA | 11.14 | 8.54 | 11.08 | 10.06 | 14.72 | 12.63 | 20.12 | 8.68 | 10.28 | 6.32 | 9.19 | 9.32 | 8.64 | 6.45 | 6.27 | 11.76 | 9.30 | 13.79 | 18.25 | 7.64 | 6.58 | 5.92 | 8.81 | 10.51 | 13.59 | 13.14 |
| Draw Down(%) | NA | 9.24 | 14.97 | 22.27 | 22.27 | NA | NA | 30.83 | 0.63 | 9.24 | 8.09 | 15.98 | 7.90 | 22.27 | 4.75 | 14.93 | 4.62 | 7.96 | 8.12 | 5.61 | 3.95 | 5.45 | 11.30 | 7.81 | 14.17 | 28.41 | 4.48 | 6.66 | 4.37 | 6.32 | 8.30 | 20.90 | 15.02 |
| Yield(%) | NA | 5.20 | 5.60 | 4.29 | 5.19 | NA | NA | 3.64 | NA | 0.53 | 5.33 | 5.24 | 5.36 | 1.76 | 3.32 | 6.62 | 0.29 | 5.38 | 6.52 | 11.52 | 3.80 | 0.89 | 1.65 | 1.75 | 1.28 | 2.80 | 5.61 | 3.10 | 3.45 | 4.14 | 0.37 | 0.86 | 2.26 |
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 |
|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.77%
Feb 2006 - Feb 2009 |
-0.69%
Feb 2004 - Feb 2009 |
3.57%
Jan 2006 - Jan 2016 |
3.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORPORATION 401K SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
14.62%
Mar 2003 - Mar 2006 |
11.59%
Feb 2009 - Feb 2014 |
7.58%
Feb 2009 - Feb 2019 |
6.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart