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 |
|---|---|---|---|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.65% | 4.37% | 9.30% | 7.97% | 9.24% | 9.33% | 9.23% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS 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 | 21.65 | 4.37 | 9.30 | 7.97 | 9.24 | 9.33 | 9.23 | NA | 5.71 | 17.26 | -10.68 | 10.93 | 17.68 | 17.93 | -2.63 | 12.79 | 7.85 | 1.23 | 6.88 | 20.42 | 12.04 | 1.88 | 17.11 | 14.39 | 0.43 | 8.54 | 13.07 | 9.18 | 11.21 | 26.56 | 1.97 | -5.35 |
| Sharpe Ratio | NA | 0.07 | 0.01 | 0.38 | 0.52 | NA | NA | 0.74 | 0.07 | -0.07 | 1.45 | -0.82 | 1.01 | 0.92 | 2.12 | -0.36 | 2.20 | 0.90 | 0.13 | 0.87 | 2.55 | 1.50 | 0.12 | 1.41 | 1.52 | -0.09 | 0.52 | 1.19 | 1.04 | 1.38 | 3.51 | 0.16 | -0.88 |
| Standard Deviation(%) | NA | 11.88 | 12.15 | 13.59 | 11.35 | NA | NA | 10.04 | 10.94 | 11.97 | 8.95 | 14.79 | 10.83 | 19.04 | 7.80 | 10.90 | 5.53 | 8.54 | 9.19 | 7.93 | 8.00 | 7.99 | 15.15 | 12.11 | 9.43 | 5.73 | 10.69 | 8.22 | 6.76 | 7.44 | 7.37 | 5.40 | 8.71 |
| Draw Down(%) | NA | 8.22 | 14.50 | 20.75 | 20.75 | NA | NA | 20.75 | 0.92 | 8.22 | 6.91 | 15.33 | 6.19 | 20.75 | 3.67 | 13.03 | 2.25 | 6.62 | 8.10 | 5.35 | 4.59 | 6.24 | 14.08 | 8.19 | 4.55 | 5.43 | 7.42 | 9.08 | 4.69 | 7.46 | 3.03 | 3.68 | 13.40 |
| Yield(%) | NA | 1.77 | 3.24 | 3.40 | 4.19 | NA | NA | 0.00 | NA | 0.79 | 1.94 | 2.65 | 5.01 | 4.96 | 6.00 | 3.52 | 2.64 | 3.59 | 5.81 | 7.29 | 4.65 | 3.36 | 1.92 | 2.17 | 3.73 | 4.38 | 7.59 | 6.00 | 4.21 | 2.97 | 3.69 | 5.65 | 5.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate |
3.45%
Dec 2021 - Dec 2024 |
4.76%
Mar 2015 - Mar 2020 |
6.72%
Oct 2013 - Oct 2023 |
7.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN Tactical Asset Allocation Moderate |
16.63%
Apr 2003 - Apr 2006 |
13.80%
Oct 2002 - Oct 2007 |
11.54%
Mar 2003 - Mar 2013 |
10.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart