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 Asset Allocation Composite Moderate | NA | 12.31% | 0.16% | 3.88% | 4.66% | 6.60% | 7.02% | 8.36% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.15 | 12.31 | 0.16 | 3.88 | 4.66 | 6.60 | 7.02 | 8.36 | NA | 2.55 | 5.16 | -11.99 | 7.51 | 12.53 | 14.72 | -3.71 | 14.04 | 6.61 | -3.25 | 5.46 | 18.74 | 9.45 | 1.44 | 15.50 | 13.03 | 6.40 | 8.67 | 10.12 | 5.42 | 14.80 | 22.67 | 11.29 | 5.91 |
| Sharpe Ratio | NA | -0.28 | -0.48 | 0.17 | 0.31 | NA | NA | 0.79 | 0.16 | -0.49 | 0.13 | -1.56 | 0.86 | 1.62 | 1.89 | -0.54 | 2.52 | 1.00 | -0.48 | 0.82 | 2.73 | 1.29 | 0.10 | 1.73 | 1.45 | 0.73 | 0.55 | 0.71 | 0.34 | 1.38 | 2.55 | 2.01 | 0.64 |
| Standard Deviation(%) | NA | 8.19 | 7.88 | 7.98 | 7.58 | NA | NA | 8.26 | 7.67 | 8.25 | 6.98 | 8.57 | 8.66 | 7.58 | 7.05 | 9.24 | 5.32 | 6.37 | 6.77 | 6.67 | 6.86 | 7.30 | 13.62 | 8.93 | 8.94 | 7.48 | 10.26 | 9.70 | 9.55 | 10.02 | 8.63 | 5.06 | 5.61 |
| Draw Down(%) | NA | 6.57 | 13.95 | 16.84 | 16.84 | NA | NA | 16.84 | 1.86 | 5.81 | 6.46 | 12.66 | 4.85 | 7.00 | 3.39 | 12.30 | 2.12 | 4.74 | 7.52 | 4.76 | 5.23 | 5.49 | 11.69 | 6.66 | 4.58 | 6.39 | 5.71 | 8.04 | 6.08 | 6.65 | 3.66 | 2.91 | 5.19 |
| Yield(%) | NA | 4.02 | 4.31 | 3.81 | 3.83 | NA | NA | 4.23 | NA | 0.74 | 3.98 | 5.06 | 4.40 | 2.65 | 2.21 | 2.75 | 5.35 | 4.06 | 2.49 | 5.17 | 4.21 | 3.70 | 3.23 | 4.77 | 4.04 | 4.43 | 8.62 | 4.51 | 2.39 | 3.52 | 3.26 | 6.08 | 5.71 |
Data as of 11/29/2024, 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 |
|---|---|---|---|---|
| DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Asset Allocation Composite Moderate |
-1.73%
Dec 2021 - Dec 2024 |
1.81%
Sep 2018 - Sep 2023 |
3.75%
Oct 2013 - Oct 2023 |
6.00%
Dec 2009 - Dec 2024 |
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 Asset Allocation Composite Moderate |
16.43%
Mar 2003 - Mar 2006 |
13.45%
May 2002 - May 2007 |
11.96%
Apr 2001 - Apr 2011 |
10.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart