Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | -9.10% | 5.33% | 5.85% | 5.83% | 5.51% | 6.98% | 7.16% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 07/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | -9.10 | 5.33 | 5.85 | 5.83 | 5.51 | 6.98 | 7.16 | -15.07 | 3.75 | 21.38 | 14.91 | -4.45 | 10.14 | 5.81 | 0.32 | 2.20 | 12.48 | 12.56 | 2.11 | 14.50 | 24.05 | -22.68 | 10.36 | 10.79 | 6.93 | 16.83 | 26.19 | -0.43 | 4.92 |
| Sharpe Ratio | NA | -1.23 | 0.13 | 0.28 | 0.50 | NA | NA | 0.53 | -1.18 | 0.35 | 1.12 | 1.56 | -0.60 | 1.91 | 0.65 | 0.04 | 0.29 | 1.76 | 1.59 | 0.14 | 1.30 | 1.47 | -1.10 | 0.81 | 0.95 | 0.69 | 1.93 | 3.92 | -0.16 | 0.31 |
| Standard Deviation(%) | NA | 11.11 | 14.27 | 12.19 | 10.14 | NA | NA | 10.97 | 12.98 | 10.74 | 18.92 | 8.65 | 9.62 | 4.98 | 8.62 | 8.29 | 7.53 | 7.07 | 7.88 | 14.47 | 11.13 | 16.31 | 21.36 | 9.11 | 7.94 | 6.86 | 8.25 | 6.50 | 9.44 | 8.29 |
| Draw Down(%) | NA | 17.30 | 22.93 | 22.93 | 22.93 | NA | NA | 37.29 | 16.48 | 8.42 | 21.94 | 5.42 | 13.00 | 2.54 | 7.44 | 8.15 | 5.65 | 6.36 | 5.70 | 12.42 | 7.96 | 18.60 | 34.85 | 6.14 | 8.40 | 4.92 | 6.21 | 4.40 | 14.71 | 9.68 |
| Yield(%) | NA | 4.61 | 5.93 | 4.32 | 4.00 | NA | NA | 4.33 | 2.34 | 2.81 | 11.33 | 2.67 | 3.18 | 0.35 | 3.71 | 4.12 | 4.50 | 3.27 | 3.52 | 3.45 | 3.34 | 2.66 | 3.56 | 5.58 | 5.76 | 3.19 | 5.18 | 6.20 | 4.68 | 5.60 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-6.97%
Feb 2006 - Feb 2009 |
0.03%
Feb 2004 - Feb 2009 |
5.05%
Mar 2010 - Mar 2020 |
5.02%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN Strategic Asset Allocation - Optimal Moderate |
20.56%
Feb 2009 - Feb 2012 |
16.02%
Feb 2009 - Feb 2014 |
9.98%
Mar 2003 - Mar 2013 |
8.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart