Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 28.12% | 4.49% | 10.49% | 8.19% | 8.88% | 9.37% | 9.07% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation 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 (%) | -0.56 | 28.12 | 4.49 | 10.49 | 8.19 | 8.88 | 9.37 | 9.07 | NA | 13.15 | 17.62 | -16.07 | 10.17 | 25.80 | 19.51 | -1.95 | 8.71 | 7.01 | 0.71 | 5.30 | 17.78 | 11.73 | 1.29 | 12.66 | 16.76 | 1.67 | 14.30 | 12.77 | 6.50 | 14.51 | 16.08 | -2.78 | 1.70 |
| Sharpe Ratio | NA | 0.68 | 0.10 | 0.47 | 0.53 | NA | NA | 0.72 | 0.04 | 0.60 | 1.55 | -1.21 | 0.89 | 1.18 | 2.29 | -0.29 | 1.45 | 0.76 | 0.07 | 0.65 | 2.39 | 1.57 | 0.09 | 1.11 | 1.68 | 0.08 | 1.16 | 1.17 | 0.65 | 1.66 | 1.82 | -0.51 | -0.10 |
| Standard Deviation(%) | NA | 10.92 | 11.55 | 14.18 | 11.76 | NA | NA | 10.21 | 8.87 | 11.01 | 8.65 | 14.42 | 11.44 | 21.60 | 7.90 | 11.15 | 5.56 | 9.01 | 9.09 | 8.10 | 7.42 | 7.42 | 13.94 | 11.37 | 9.91 | 8.82 | 9.75 | 8.11 | 6.66 | 8.17 | 8.46 | 7.59 | 6.36 |
| Draw Down(%) | NA | 7.60 | 20.20 | 25.49 | 25.49 | NA | NA | 25.49 | 0.75 | 7.60 | 5.74 | 22.63 | 6.26 | 25.49 | 3.69 | 16.08 | 2.65 | 6.68 | 7.51 | 5.75 | 3.56 | 5.13 | 11.75 | 10.34 | 4.85 | 10.61 | 6.97 | 9.11 | 4.24 | 7.43 | 7.89 | 9.08 | 8.85 |
| Yield(%) | NA | 2.51 | 5.81 | 6.19 | 6.41 | NA | NA | 0.00 | NA | 0.88 | 2.50 | 5.15 | 10.98 | 8.30 | 5.01 | 10.21 | 5.00 | 11.86 | 4.25 | 3.79 | 2.41 | 3.65 | 3.03 | 1.10 | 3.39 | 4.60 | 7.81 | 4.76 | 3.78 | 4.86 | 5.45 | 5.23 | 6.01 |
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 |
|---|---|---|---|---|
| STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.43%
Mar 2017 - Mar 2020 |
2.94%
Mar 2015 - Mar 2020 |
6.24%
Mar 2010 - Mar 2020 |
7.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRYKER CORPORATION 401K SAVINGS AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
18.32%
Dec 2018 - Dec 2021 |
14.74%
Mar 2003 - Mar 2008 |
11.86%
Apr 2003 - Apr 2013 |
10.30%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart