Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | -0.38% | -0.03% | 0.38% | 1.54% | 3.41% | 4.80% | 5.90% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.51 | -0.38 | -0.03 | 0.38 | 1.54 | 3.41 | 4.80 | 5.90 | -1.56 | 8.28 | -14.68 | 4.07 | 17.88 | 0.24 | -4.47 | 12.79 | 5.43 | -4.20 | -0.62 | 15.25 | 6.11 | 3.39 | 1.12 | 9.75 | 5.32 | 2.86 | 19.72 | 5.33 | 12.13 | 22.86 | 11.75 | 5.91 |
| Sharpe Ratio | NA | 0.13 | -0.46 | 0.08 | 0.14 | NA | NA | 0.63 | -0.20 | 0.58 | -1.83 | 0.42 | 1.93 | -0.24 | -0.79 | 2.18 | 0.84 | -0.76 | -0.10 | 2.06 | 1.06 | 0.39 | 0.08 | 1.02 | 0.79 | -0.02 | 2.33 | 0.50 | 1.08 | 2.58 | 1.91 | 0.64 |
| Standard Deviation(%) | NA | 7.39 | 8.45 | 8.13 | 7.25 | NA | NA | 7.71 | 9.43 | 6.97 | 8.78 | 9.54 | 9.13 | 4.84 | 7.33 | 5.59 | 6.20 | 5.54 | 6.64 | 7.39 | 5.73 | 8.53 | 12.18 | 9.50 | 5.55 | 8.89 | 7.06 | 6.35 | 10.38 | 8.60 | 5.58 | 5.61 |
| Draw Down(%) | NA | 5.56 | 19.71 | 19.71 | 19.71 | NA | NA | 19.71 | 2.84 | 5.56 | 15.26 | 7.52 | 6.16 | 5.18 | 11.05 | 2.87 | 5.14 | 7.06 | 7.56 | 7.70 | 4.62 | 7.91 | 11.48 | 5.79 | 3.90 | 6.67 | 5.96 | 4.04 | 7.24 | 3.72 | 2.91 | 5.19 |
| Yield(%) | NA | 4.34 | 3.07 | 2.74 | 2.59 | NA | NA | 3.50 | 0.01 | 4.51 | 2.10 | 2.64 | 1.95 | 2.56 | 2.86 | 0.24 | 2.92 | 1.95 | 4.38 | 4.72 | 4.20 | 4.65 | 4.99 | 4.62 | 4.43 | 3.50 | 4.61 | 2.34 | 2.90 | 2.60 | 5.17 | 5.71 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.30%
Dec 2020 - Dec 2023 |
-0.64%
Feb 2018 - Feb 2023 |
1.54%
Oct 2013 - Oct 2023 |
3.20%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
15.62%
Mar 2003 - Mar 2006 |
15.19%
May 2002 - May 2007 |
10.07%
Apr 2001 - Apr 2011 |
7.87%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart