Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.97% | 1.10% | 23.17% | 14.09% | 13.23% | 11.22% | 11.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.02 | 23.97 | 1.10 | 23.17 | 14.09 | 13.23 | 11.22 | 11.12 | NA | 5.08 | 10.87 | -14.63 | 5.69 | 152.32 | 20.47 | -5.64 | 8.68 | 7.61 | -0.05 | 7.01 | 16.34 | 14.99 | 0.12 | 16.14 | 27.07 | -21.09 | 8.51 | 10.98 | 7.03 | 14.36 | 25.46 | -10.79 | 11.11 |
| Sharpe Ratio | NA | -0.01 | -0.35 | 0.56 | 0.47 | NA | NA | 0.50 | 0.06 | -0.19 | 0.75 | -1.12 | 0.56 | 2.06 | 2.69 | -0.69 | 1.55 | 0.82 | -0.01 | 1.11 | 2.35 | 2.00 | 0.01 | 1.35 | 1.62 | -1.01 | 0.62 | 1.05 | 0.77 | 1.71 | 2.47 | -0.83 | 0.68 |
| Standard Deviation(%) | NA | 7.96 | 10.75 | 34.41 | 24.99 | NA | NA | 18.45 | 7.39 | 8.02 | 8.78 | 14.32 | 10.11 | 73.71 | 7.08 | 10.15 | 5.20 | 8.98 | 8.45 | 6.28 | 6.93 | 7.46 | 13.39 | 11.91 | 16.66 | 21.71 | 8.87 | 7.35 | 6.30 | 7.87 | 10.01 | 14.27 | 12.86 |
| Draw Down(%) | NA | 7.95 | 20.35 | 22.23 | 22.23 | NA | NA | 34.46 | 0.52 | 7.88 | 9.68 | 20.76 | 5.90 | 22.23 | 3.44 | 13.80 | 3.40 | 8.36 | 7.89 | 4.75 | 5.99 | 5.77 | 13.53 | 9.26 | 16.92 | 34.46 | 5.05 | 7.81 | 3.94 | 6.24 | 8.20 | 21.87 | 12.86 |
| Yield(%) | NA | 6.41 | 5.87 | 5.78 | 5.04 | NA | NA | 5.00 | NA | 0.78 | 6.21 | 4.85 | 5.72 | 16.53 | 3.16 | 8.31 | 0.38 | 3.10 | 5.86 | 3.88 | 4.49 | 4.46 | 2.67 | 4.00 | 3.66 | 5.14 | 5.79 | 6.18 | 5.64 | 3.85 | 3.11 | 3.29 | 3.98 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-6.09%
Feb 2006 - Feb 2009 |
-0.09%
Feb 2004 - Feb 2009 |
6.07%
Mar 2010 - Mar 2020 |
6.34%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOSPIRA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
47.56%
Dec 2018 - Dec 2021 |
29.05%
Feb 2016 - Feb 2021 |
18.22%
Sep 2011 - Sep 2021 |
14.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart