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 Strategic Asset Allocation - Optimal Moderate | NA | 26.62% | 4.93% | 9.62% | 7.60% | 8.35% | 7.44% | 7.62% |
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 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 (%) | -0.89 | 26.62 | 4.93 | 9.62 | 7.60 | 8.35 | 7.44 | 7.62 | NA | 13.54 | 17.00 | -13.33 | 9.10 | 21.98 | 20.17 | -5.37 | 8.79 | 4.94 | 2.33 | 5.03 | 15.29 | 12.66 | 1.10 | 11.50 | 25.41 | -25.13 | 11.30 | 9.59 | 9.39 | 11.05 | 24.85 | -5.39 | 4.08 |
| Sharpe Ratio | NA | 0.95 | 0.14 | 0.52 | 0.55 | NA | NA | 0.55 | 0.07 | 0.83 | 1.57 | -1.02 | 0.94 | 1.18 | 2.54 | -0.61 | 1.48 | 0.55 | 0.26 | 0.68 | 2.24 | 1.67 | 0.08 | 0.97 | 1.59 | -1.24 | 0.92 | 0.83 | 1.21 | 1.40 | 2.92 | -0.64 | 0.18 |
| Standard Deviation(%) | NA | 8.31 | 10.69 | 12.46 | 10.63 | NA | NA | 10.82 | 7.45 | 8.38 | 8.11 | 14.35 | 9.65 | 18.41 | 7.38 | 10.94 | 5.51 | 8.58 | 8.85 | 7.35 | 6.81 | 7.56 | 13.59 | 11.75 | 15.95 | 21.05 | 9.00 | 7.59 | 5.96 | 7.21 | 8.27 | 10.15 | 10.04 |
| Draw Down(%) | NA | 4.85 | 19.52 | 21.97 | 21.97 | NA | NA | 37.26 | 0.58 | 4.85 | 5.65 | 20.39 | 6.53 | 21.09 | 3.16 | 14.23 | 4.03 | 8.20 | 8.33 | 5.18 | 5.58 | 5.60 | 12.70 | 9.12 | 16.57 | 35.40 | 5.84 | 8.09 | 3.64 | 6.05 | 6.52 | 15.99 | 12.44 |
| Yield(%) | NA | 3.03 | 4.81 | 4.60 | 4.77 | NA | NA | 3.96 | NA | 0.71 | 2.85 | 6.16 | 4.12 | 6.02 | 2.58 | 12.11 | 0.32 | 4.60 | 4.10 | 4.11 | 5.44 | 2.79 | 2.44 | 1.37 | 1.92 | 3.16 | 6.37 | 4.42 | 3.53 | 2.74 | 2.99 | 2.53 | 3.80 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.37%
Feb 2006 - Feb 2009 |
-0.95%
Feb 2004 - Feb 2009 |
5.28%
Feb 2006 - Feb 2016 |
4.99%
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 Strategic Asset Allocation - Optimal Moderate |
19.14%
Feb 2009 - Feb 2012 |
15.98%
Feb 2009 - Feb 2014 |
10.13%
Feb 2009 - Feb 2019 |
9.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart