Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.72% | -1.07% | 5.59% | 5.13% | 7.18% | 6.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership 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 | Common | Inception | 2025 | 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 (%) | -0.60 | 24.72 | -1.07 | 5.59 | 5.13 | 7.18 | 6.02 | … | … | 0.28 | 8.28 | 13.66 | -18.47 | 6.34 | 15.94 | 19.76 | -5.00 | 1.06 | 11.03 | -0.10 | 7.57 | 19.87 | 11.13 | 2.35 | 13.56 | 16.13 | -20.69 | 3.98 | 11.13 | 6.25 | 11.36 | 24.61 | -9.05 | 12.73 |
| Sharpe Ratio | NA | 0.28 | -0.24 | 0.14 | 0.27 | NA | NA | … | … | 0.03 | 0.16 | 0.93 | -1.19 | 0.53 | 0.88 | 2.42 | -0.65 | 0.04 | 1.18 | -0.01 | 0.98 | 2.51 | 1.30 | 0.14 | 1.02 | 0.88 | -0.97 | 0.10 | 0.86 | 0.48 | 1.07 | 2.30 | -0.78 | 0.91 |
| Standard Deviation(%) | NA | 10.26 | 12.76 | 13.79 | 11.75 | NA | NA | … | … | 8.58 | 10.36 | 10.12 | 16.72 | 12.00 | 17.75 | 7.58 | 9.75 | 10.73 | 9.14 | 9.04 | 7.73 | 7.90 | 8.54 | 16.40 | 13.18 | 18.17 | 22.27 | 10.27 | 9.11 | 8.52 | 9.76 | 10.39 | 13.06 | 11.52 |
| Draw Down(%) | NA | 7.32 | 21.02 | 27.97 | 27.97 | NA | NA | … | … | 0.69 | 7.32 | 10.24 | 22.52 | 9.68 | 24.38 | 3.91 | 14.20 | 9.27 | 8.14 | 7.85 | 5.19 | 4.20 | 6.94 | 15.57 | 10.71 | 18.82 | 31.48 | 6.64 | 7.53 | 5.46 | 7.91 | 6.31 | 18.46 | 15.07 |
| Yield(%) | NA | 2.49 | 2.47 | 2.84 | 3.18 | NA | NA | … | … | NA | 0.58 | 2.34 | 1.40 | 3.37 | 3.01 | 3.97 | 4.35 | 0.22 | 4.94 | 3.69 | 4.39 | 3.46 | 3.03 | 1.96 | 1.63 | 1.99 | 5.05 | 8.35 | 6.17 | 4.68 | 2.11 | 2.45 | 2.39 | 4.22 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Alloca |
-8.19%
Feb 2006 – Feb 2009 |
-1.74%
Feb 2004 – Feb 2009 |
3.70%
Oct 2013 – Oct 2023 |
4.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan Strategic Asset Alloca |
17.97%
Feb 2009 – Feb 2012 |
15.84%
Feb 2009 – Feb 2014 |
9.87%
Feb 2009 – Feb 2019 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart