Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 27.87% | 0.89% | 7.14% | 6.50% | 7.79% | 6.78% | 8.02% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS 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 (%) | -0.97 | 27.87 | 0.89 | 7.14 | 6.50 | 7.79 | 6.78 | 8.02 | NA | 6.50 | 18.57 | -21.49 | 11.01 | 17.92 | 21.04 | -6.49 | 10.81 | 5.83 | 4.02 | 5.64 | 17.89 | 15.42 | -1.15 | 10.65 | 25.56 | -24.28 | 6.07 | 11.53 | 6.86 | 10.83 | 21.42 | 13.39 | 9.49 |
| Sharpe Ratio | NA | 0.13 | -0.30 | 0.00 | 0.01 | NA | NA | 0.01 | 0.06 | -0.01 | 1.57 | -1.44 | 1.25 | 0.01 | 2.91 | -0.87 | 2.24 | 0.65 | 0.46 | 0.87 | 2.66 | 2.00 | -0.09 | 0.97 | 1.69 | -1.18 | 0.36 | 1.40 | 0.80 | 1.56 | 2.59 | 2.83 | 1.87 |
| Standard Deviation(%) | NA | 10.13 | 12.10 | 1,003.41 | 709.11 | NA | NA | 457.79 | 6.84 | 10.19 | 9.11 | 15.83 | 8.80 | 2,240.90 | 6.74 | 8.98 | 4.54 | 8.64 | 8.73 | 6.47 | 6.71 | 7.69 | 13.68 | 10.92 | 15.05 | 21.35 | 8.59 | 5.90 | 5.85 | 6.33 | 8.02 | 4.33 | 3.84 |
| Draw Down(%) | NA | 8.02 | 25.96 | 99.99 | 99.99 | NA | NA | 99.99 | 0.55 | 8.02 | 8.74 | 26.88 | 5.66 | 99.99 | 3.26 | 13.34 | 3.54 | 8.33 | 7.45 | 5.08 | 5.36 | 6.37 | 13.57 | 9.71 | 16.19 | 33.77 | 5.46 | 4.87 | 4.03 | 4.77 | 4.85 | 2.37 | 2.38 |
| Yield(%) | NA | 6.05 | 5.05 | 5.41 | 4.93 | NA | NA | 4.73 | NA | 0.43 | 6.27 | 2.82 | 6.02 | 5.24 | 6.38 | 5.49 | 0.33 | 4.98 | 6.63 | 5.63 | 4.34 | 2.52 | 2.89 | 3.00 | 3.60 | 3.21 | 8.01 | 5.54 | 4.06 | 2.40 | 3.60 | 8.52 | 6.85 |
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 |
|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-7.48%
Feb 2006 - Feb 2009 |
-1.61%
Feb 2004 - Feb 2009 |
4.73%
Oct 2013 - Oct 2023 |
4.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC. RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
17.87%
Feb 2009 - Feb 2012 |
16.12%
Feb 2009 - Feb 2014 |
10.38%
Feb 2009 - Feb 2019 |
9.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart