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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN Strategic Asset Allocation - Equal Weight Moderate NA 36.31% 14.09% 13.34% 8.86% 8.45% 7.48% 6.95%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN Strategic Asset Allocation - Equal Weight 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 (%) -0.70 36.31 14.09 13.34 8.86 8.45 7.48 6.95 NA 22.56 28.04 -6.19 6.67 19.08 12.76 -4.56 12.29 2.99 1.19 2.02 16.34 9.79 -0.25 6.34 20.36 -20.31 8.70 10.47 7.40 8.45 19.47 -8.23 -1.71
Sharpe Ratio NA 2.15 1.05 0.91 0.73 NA NA 0.55 0.09 1.97 3.10 -0.59 0.69 1.03 1.52 -0.60 2.74 0.32 0.14 0.28 2.43 1.34 -0.02 0.67 1.49 -1.23 0.70 1.16 1.04 1.11 2.33 -0.85 -0.47
Standard Deviation(%) NA 8.03 9.87 11.98 10.16 NA NA 9.84 7.51 8.10 7.68 12.90 9.61 18.23 7.44 9.83 4.25 8.76 8.31 7.13 6.70 7.27 11.68 9.37 13.61 17.24 8.21 6.19 5.05 6.76 8.06 10.97 8.53
Draw Down(%) NA 4.87 13.47 20.37 20.37 NA NA 32.17 0.53 4.87 4.08 13.77 6.67 20.37 3.97 11.56 2.29 8.23 7.53 5.82 4.48 6.64 10.56 8.12 13.63 28.48 5.08 7.13 3.19 4.95 7.00 16.10 12.71
Yield(%) NA 16.10 9.91 7.20 5.38 NA NA 4.01 NA 4.58 16.03 6.51 2.28 4.29 1.99 6.72 1.72 2.28 3.45 3.73 4.97 2.84 2.26 1.73 2.17 2.47 3.39 4.26 3.23 3.13 2.65 2.26 3.21
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
BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN Strategic Asset Allocation - Equal Weight Moderate -5.41%
Feb 2006 - Feb 2009
-0.25%
Feb 2004 - Feb 2009
4.07%
Feb 2006 - Feb 2016
4.11%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN Strategic Asset Allocation - Equal Weight Moderate 15.94%
Nov 2021 - Nov 2024
13.72%
Sep 2019 - Sep 2024
9.04%
Nov 2014 - Nov 2024
9.18%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart