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 Tactical Asset Allocation Moderate | 8.24% | NA | 36.73% | 9.15% | 13.73% | 9.97% | 9.03% | 8.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Tactical Asset Allocation 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 (%) | -0.83 | 36.73 | 9.15 | 13.73 | 9.97 | 9.03 | 8.59 | 8.24 | NA | 21.85 | 23.17 | -11.82 | 10.28 | 21.18 | 25.01 | -6.44 | 16.86 | 0.89 | 3.17 | 5.69 | 17.55 | 10.95 | -1.34 | 3.05 | 12.54 | 1.72 | 5.41 | 9.77 | 5.72 | 10.47 | 15.78 | -4.96 | 3.44 |
| Sharpe Ratio | NA | 1.91 | 0.79 | 1.01 | 0.92 | NA | NA | 0.81 | 0.09 | 1.77 | 2.35 | -1.23 | 1.08 | 2.00 | 2.79 | -0.79 | 3.58 | 0.09 | 0.36 | 0.76 | 2.47 | 1.38 | -0.09 | 0.31 | 1.40 | 1.03 | 0.26 | 0.95 | 0.60 | 1.44 | 2.27 | -1.27 | 90.61 |
| Standard Deviation(%) | NA | 8.62 | 9.21 | 9.56 | 8.80 | NA | NA | 8.21 | 7.62 | 8.64 | 8.04 | 10.75 | 9.50 | 10.48 | 8.46 | 9.86 | 4.54 | 7.29 | 8.73 | 7.42 | 7.09 | 7.87 | 14.80 | 9.59 | 8.90 | 0.78 | 9.49 | 6.86 | 5.90 | 6.61 | 6.64 | 4.80 | 0.01 |
| Draw Down(%) | NA | 5.60 | 13.62 | 17.99 | 17.99 | NA | NA | 17.99 | 0.45 | 5.60 | 4.73 | 15.82 | 5.50 | 6.20 | 4.13 | 13.70 | 1.54 | 6.95 | 7.51 | 5.90 | 4.85 | 6.67 | 14.10 | 8.40 | 4.46 | 0.77 | 5.58 | 6.42 | 3.76 | 4.35 | 2.68 | 7.10 | 0.00 |
| Yield(%) | NA | 18.68 | 13.33 | 10.66 | 8.10 | NA | NA | 4.89 | NA | 4.33 | 18.29 | 7.81 | 9.26 | 4.86 | 9.20 | 5.60 | 6.82 | 2.18 | 7.04 | 6.29 | 1.39 | 1.86 | 1.10 | 1.76 | 2.16 | 2.52 | 3.00 | 2.84 | 2.64 | 3.04 | 2.43 | 2.61 | 3.44 |
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 Tactical Asset Allocation Moderate |
2.67%
Sep 2008 - Sep 2011 |
3.31%
May 2007 - May 2012 |
5.08%
Sep 2001 - Sep 2011 |
6.05%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
18.66%
Dec 2018 - Dec 2021 |
14.33%
Nov 2019 - Nov 2024 |
10.57%
Sep 2011 - Sep 2021 |
9.26%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart