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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 7.45% | NA | 31.78% | 12.17% | 14.86% | 9.97% | 9.31% | 7.75% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.46 | 31.78 | 12.17 | 14.86 | 9.97 | 9.31 | 7.75 | 7.45 | NA | 20.00 | 24.45 | -9.10 | 12.98 | 20.37 | 21.64 | -5.25 | 15.76 | 4.01 | 0.49 | 2.64 | 17.63 | 11.16 | -4.16 | 9.11 | 26.35 | -24.96 | 4.99 | 10.25 | 6.15 | 10.17 | 19.98 | -9.16 | 3.10 |
| Sharpe Ratio | NA | 2.42 | 1.06 | 0.90 | 0.83 | NA | NA | 0.53 | 0.14 | 2.29 | 3.17 | -0.78 | 1.25 | 1.11 | 2.58 | -0.70 | 3.47 | 0.43 | 0.05 | 0.37 | 2.63 | 1.36 | -0.27 | 0.77 | 1.58 | -1.16 | 0.21 | 1.07 | 0.66 | 1.33 | 1.89 | -0.73 | 0.07 |
| Standard Deviation(%) | NA | 5.83 | 8.63 | 11.78 | 10.09 | NA | NA | 11.13 | 4.13 | 5.85 | 6.38 | 13.45 | 10.36 | 18.15 | 7.85 | 9.41 | 4.37 | 8.78 | 8.91 | 7.15 | 6.70 | 8.18 | 15.46 | 11.68 | 16.60 | 22.34 | 9.67 | 6.54 | 6.05 | 6.93 | 10.20 | 14.12 | 10.58 |
| Draw Down(%) | NA | 3.43 | 12.70 | 21.43 | 21.43 | NA | NA | 36.33 | 0.21 | 3.43 | 3.37 | 17.10 | 5.16 | 21.43 | 4.15 | 12.66 | 1.30 | 8.04 | 8.02 | 5.76 | 4.51 | 6.97 | 15.48 | 9.42 | 12.67 | 34.57 | 5.71 | 5.82 | 3.89 | 4.51 | 9.02 | 18.89 | 13.39 |
| Yield(%) | NA | 18.73 | 13.75 | 10.61 | 7.13 | NA | NA | 4.52 | NA | 5.57 | 17.51 | 8.42 | 9.40 | 4.09 | 8.18 | 4.76 | 5.75 | 3.00 | 3.19 | 2.06 | 1.53 | 1.93 | 1.56 | 1.62 | 1.77 | 2.85 | 4.30 | 3.66 | 2.66 | 2.81 | 2.13 | 1.79 | 3.37 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.34%
Feb 2006 - Feb 2009 |
-1.60%
Feb 2004 - Feb 2009 |
3.72%
Feb 2006 - Feb 2016 |
4.48%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.26%
Dec 2018 - Dec 2021 |
15.29%
Sep 2019 - Sep 2024 |
10.10%
Nov 2014 - Nov 2024 |
10.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart