Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PITNEY BOWES INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.57% | 3.50% | 7.00% | 6.13% | 6.69% | 6.63% | 7.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PITNEY BOWES INC. 401K 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 (%) | -1.12 | 22.57 | 3.50 | 7.00 | 6.13 | 6.69 | 6.63 | 7.56 | NA | 6.39 | 13.86 | -12.19 | 6.09 | 17.84 | 18.82 | -6.96 | 12.11 | 4.22 | 2.61 | 1.37 | 12.42 | 12.94 | -1.66 | 11.20 | 26.15 | -18.72 | 9.90 | 10.58 | 8.20 | 11.03 | 21.23 | 0.39 | 15.39 |
| Sharpe Ratio | NA | 0.16 | -0.12 | 0.29 | 0.42 | NA | NA | 0.59 | 0.07 | -0.02 | 1.14 | -1.05 | 0.62 | 0.97 | 2.61 | -0.89 | 2.56 | 0.46 | 0.30 | 0.20 | 1.90 | 1.97 | -0.14 | 1.20 | 1.75 | -1.09 | 0.95 | 1.11 | 1.04 | 1.43 | 2.61 | -0.07 | 1.34 |
| Standard Deviation(%) | NA | 8.28 | 10.11 | 12.13 | 10.16 | NA | NA | 9.95 | 7.83 | 8.34 | 8.44 | 12.87 | 9.78 | 18.23 | 6.67 | 9.29 | 4.49 | 8.65 | 8.48 | 6.89 | 6.53 | 6.53 | 11.98 | 9.28 | 14.91 | 17.99 | 7.30 | 6.59 | 5.79 | 7.08 | 7.87 | 9.74 | 9.76 |
| Draw Down(%) | NA | 6.11 | 16.15 | 22.11 | 22.11 | NA | NA | 30.82 | 0.57 | 6.08 | 7.84 | 17.27 | 5.55 | 22.11 | 3.30 | 13.56 | 2.42 | 8.66 | 7.81 | 5.85 | 6.43 | 5.28 | 13.13 | 7.43 | 15.83 | 30.36 | 4.92 | 7.52 | 3.75 | 5.79 | 7.79 | 15.88 | 9.04 |
| Yield(%) | NA | 3.56 | 5.39 | 4.51 | 4.03 | NA | NA | 4.25 | NA | 0.54 | 3.87 | 1.96 | 9.98 | 3.65 | 2.89 | 4.59 | 0.38 | 2.37 | 6.74 | 3.50 | 2.12 | 4.40 | 2.55 | 4.22 | 3.58 | 6.59 | 6.59 | 4.67 | 4.27 | 4.12 | 3.20 | 3.44 | 7.57 |
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 |
|---|---|---|---|---|
| PITNEY BOWES INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.55%
Feb 2006 - Feb 2009 |
0.81%
Feb 2004 - Feb 2009 |
4.41%
Oct 2013 - Oct 2023 |
4.77%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PITNEY BOWES INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.50%
Feb 2009 - Feb 2012 |
14.51%
Feb 2009 - Feb 2014 |
9.21%
Mar 2003 - Mar 2013 |
8.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart