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 - Optimal Moderate | NA | 24.12% | 2.30% | 7.36% | 5.66% | 7.28% | 6.05% | 5.89% |
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 - 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 (%) | -0.53 | 24.12 | 2.30 | 7.36 | 5.66 | 7.28 | 6.05 | 5.89 | NA | 6.51 | 7.94 | -9.85 | 14.41 | 10.53 | 12.94 | -3.56 | -0.01 | 11.01 | 3.72 | 3.94 | 21.47 | 9.30 | 2.46 | 11.44 | 16.11 | -22.89 | 7.63 | 7.99 | 7.80 | 14.20 | 19.45 | -11.76 | 1.86 |
| Sharpe Ratio | NA | 0.13 | -0.21 | 0.23 | 0.31 | NA | NA | 0.33 | 0.06 | -0.01 | 0.37 | -0.78 | 1.32 | 0.52 | 1.46 | -0.47 | -0.09 | 1.16 | 0.38 | 0.49 | 2.83 | 0.98 | 0.14 | 0.82 | 0.75 | -1.00 | 0.48 | 0.59 | 0.68 | 1.40 | 1.79 | -0.92 | -0.03 |
| Standard Deviation(%) | NA | 10.96 | 11.92 | 13.68 | 11.57 | NA | NA | 12.73 | 8.34 | 11.03 | 10.03 | 14.37 | 10.94 | 19.67 | 7.91 | 10.41 | 7.29 | 9.34 | 9.78 | 8.08 | 7.57 | 9.45 | 17.79 | 13.90 | 21.38 | 23.82 | 9.65 | 7.99 | 8.27 | 9.49 | 10.45 | 14.06 | 13.55 |
| Draw Down(%) | NA | 9.51 | 14.14 | 23.91 | 23.91 | NA | NA | 40.06 | 0.61 | 9.50 | 8.25 | 15.20 | 5.99 | 23.91 | 4.66 | 14.60 | 4.55 | 8.19 | 7.72 | 5.88 | 3.31 | 8.49 | 16.13 | 12.79 | 21.19 | 33.76 | 5.96 | 7.98 | 5.62 | 6.25 | 7.27 | 20.05 | 16.12 |
| Yield(%) | NA | 5.22 | 4.57 | 4.20 | 4.59 | NA | NA | 3.45 | NA | 0.53 | 5.27 | 2.22 | 5.69 | 1.52 | 6.30 | 6.71 | 0.25 | 3.63 | 9.71 | 4.86 | 3.85 | 1.63 | 1.05 | 1.05 | 0.32 | 2.77 | 8.72 | 3.61 | 2.77 | 4.45 | 0.49 | 0.79 | 1.25 |
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 - Optimal Moderate |
-9.41%
Feb 2006 - Feb 2009 |
-1.73%
Feb 2004 - Feb 2009 |
4.08%
Oct 2013 - Oct 2023 |
4.36%
Mar 2005 - Mar 2020 |
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 - Optimal Moderate |
18.07%
Feb 2009 - Feb 2012 |
15.70%
Feb 2009 - Feb 2014 |
9.60%
Feb 2009 - Feb 2019 |
8.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart