Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate | NA | 25.67% | 1.20% | 6.88% | 5.52% | 6.52% | 6.66% | 7.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment 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 (%) | -1.12 | 25.67 | 1.20 | 6.88 | 5.52 | 6.52 | 6.66 | 7.36 | NA | 7.31 | 11.17 | -15.70 | 4.09 | 23.00 | 20.10 | -6.83 | 9.49 | 4.01 | 0.64 | 2.57 | 11.60 | 12.75 | -1.01 | 12.09 | 29.29 | -28.43 | 18.99 | 12.56 | 11.52 | 11.34 | 29.21 | -5.54 | 10.12 |
| Sharpe Ratio | NA | 0.30 | -0.29 | 0.24 | 0.36 | NA | NA | 0.53 | 0.10 | 0.08 | 0.86 | -1.29 | 0.46 | 1.37 | 2.92 | -0.86 | 1.58 | 0.44 | 0.07 | 0.41 | 1.64 | 1.67 | -0.07 | 1.13 | 1.84 | -1.37 | 1.69 | 1.32 | 1.80 | 1.41 | 3.76 | -0.58 | 0.72 |
| Standard Deviation(%) | NA | 9.35 | 10.45 | 11.71 | 10.00 | NA | NA | 10.62 | 9.19 | 9.36 | 8.05 | 13.19 | 8.87 | 16.66 | 6.41 | 9.47 | 5.63 | 8.68 | 8.87 | 6.23 | 7.05 | 7.58 | 14.08 | 10.63 | 15.90 | 21.47 | 9.48 | 7.02 | 5.20 | 7.38 | 7.58 | 11.49 | 10.83 |
| Draw Down(%) | NA | 7.33 | 22.22 | 24.75 | 24.75 | NA | NA | 39.84 | 0.62 | 7.33 | 8.18 | 22.87 | 5.53 | 20.17 | 3.42 | 13.89 | 4.41 | 8.37 | 9.93 | 5.66 | 7.93 | 6.82 | 14.65 | 8.87 | 16.97 | 38.42 | 6.72 | 8.31 | 3.77 | 8.49 | 6.87 | 17.64 | 11.57 |
| Yield(%) | NA | 5.30 | 5.33 | 5.01 | 4.32 | NA | NA | 4.65 | NA | 0.71 | 5.12 | 4.37 | 5.63 | 4.70 | 4.53 | 2.56 | 0.41 | 2.14 | 7.36 | 6.13 | 4.71 | 3.46 | 3.12 | 2.93 | 2.56 | 4.44 | 9.18 | 9.99 | 4.56 | 3.03 | 3.03 | 4.45 | 7.80 |
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 |
|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate |
-5.92%
Feb 2006 - Feb 2009 |
0.44%
Feb 2004 - Feb 2009 |
3.67%
Oct 2013 - Oct 2023 |
3.63%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Meridian Bioscience, Inc. Savings and Investment Plan Strategic Asset Allocation - Optimal Moderate |
19.82%
Feb 2009 - Feb 2012 |
17.47%
Oct 2002 - Oct 2007 |
10.18%
Mar 2003 - Mar 2013 |
8.75%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart