Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PALL CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.05% | 2.05% | 7.23% | 5.89% | 7.01% | 6.05% | 6.51% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALL CORPORATION 401K 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 (%) | -1.08 | 23.05 | 2.05 | 7.23 | 5.89 | 7.01 | 6.05 | 6.51 | NA | 9.37 | 8.05 | -14.00 | 6.58 | 24.14 | 18.76 | -6.12 | 7.64 | 4.07 | 1.64 | 4.20 | 17.63 | 11.14 | -0.65 | 10.80 | 20.72 | -24.82 | 7.96 | 10.86 | 6.75 | 12.46 | 18.79 | -3.10 | 7.92 |
| Sharpe Ratio | NA | 0.41 | -0.26 | 0.28 | 0.37 | NA | NA | 0.45 | 0.05 | 0.29 | 0.46 | -1.09 | 0.67 | 1.22 | 2.29 | -0.79 | 1.35 | 0.48 | 0.19 | 0.61 | 2.67 | 1.43 | -0.05 | 0.93 | 1.24 | -1.19 | 0.54 | 1.12 | 0.70 | 1.72 | 2.40 | -0.42 | 0.72 |
| Standard Deviation(%) | NA | 9.43 | 10.96 | 12.97 | 10.72 | NA | NA | 10.87 | 9.25 | 9.49 | 8.30 | 14.17 | 9.73 | 19.60 | 7.59 | 9.40 | 5.19 | 8.04 | 8.52 | 6.86 | 6.59 | 7.74 | 14.70 | 11.51 | 16.66 | 21.68 | 9.18 | 6.80 | 6.55 | 6.69 | 7.53 | 9.96 | 7.84 |
| Draw Down(%) | NA | 6.74 | 20.21 | 24.31 | 24.31 | NA | NA | 38.01 | 0.79 | 6.74 | 7.54 | 21.04 | 6.70 | 24.31 | 4.35 | 13.56 | 2.25 | 7.75 | 7.21 | 4.69 | 4.15 | 6.42 | 13.80 | 8.87 | 17.28 | 34.80 | 6.59 | 7.78 | 4.47 | 5.40 | 6.97 | 15.24 | 9.25 |
| Yield(%) | NA | 2.95 | 4.05 | 3.80 | 3.58 | NA | NA | 3.65 | NA | 0.49 | 2.69 | 5.03 | 3.47 | 4.65 | 2.28 | 5.26 | 0.37 | 3.17 | 4.00 | 4.03 | 2.60 | 2.05 | 2.48 | 1.11 | 2.29 | 3.80 | 7.12 | 10.01 | 5.38 | 4.06 | 2.12 | 2.10 | 3.42 |
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 |
|---|---|---|---|---|
| PALL CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.88%
Feb 2006 - Feb 2009 |
-1.46%
Feb 2004 - Feb 2009 |
4.23%
May 2007 - May 2017 |
4.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALL CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate |
16.61%
Feb 2009 - Feb 2012 |
14.64%
Feb 2009 - Feb 2014 |
8.88%
Feb 2009 - Feb 2019 |
8.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart