Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate | NA | 12.80% | 1.17% | 4.64% | 5.88% | 7.10% | 7.27% | 7.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
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 (%) | 1.39 | 12.80 | 1.17 | 4.64 | 5.88 | 7.10 | 7.27 | 7.88 | NA | 2.10 | 5.79 | -11.61 | 7.61 | 11.40 | 21.30 | -7.08 | 17.05 | 10.22 | -0.35 | 5.93 | 16.43 | 12.91 | 0.51 | 10.59 | 30.27 | -14.63 | 7.59 | 11.75 | 8.40 | 11.69 | 25.15 | 1.70 | 0.80 |
| Sharpe Ratio | NA | -0.49 | -0.41 | 0.16 | 0.41 | NA | NA | 0.71 | 0.29 | -0.53 | 0.18 | -1.37 | 0.78 | 1.06 | 2.84 | -0.85 | 3.34 | 1.43 | -0.05 | 0.87 | 2.22 | 1.60 | 0.03 | 1.12 | 3.09 | -1.65 | 0.48 | 1.13 | 0.92 | 1.35 | 3.20 | 0.14 | -0.29 |
| Standard Deviation(%) | NA | 8.37 | 8.78 | 9.29 | 8.45 | NA | NA | 8.46 | 7.62 | 8.49 | 8.70 | 9.46 | 9.69 | 10.51 | 7.00 | 9.85 | 4.91 | 7.02 | 7.18 | 6.80 | 7.40 | 8.02 | 14.27 | 9.35 | 9.77 | 9.43 | 9.63 | 7.48 | 6.75 | 7.95 | 7.63 | 4.34 | 5.28 |
| Draw Down(%) | NA | 7.86 | 13.31 | 15.61 | 16.48 | NA | NA | 23.31 | 1.89 | 7.66 | 9.21 | 12.68 | 4.19 | 16.48 | 3.48 | 14.23 | 1.95 | 4.14 | 6.38 | 4.78 | 5.94 | 6.26 | 13.49 | 7.71 | 8.39 | 21.44 | 6.56 | 7.77 | 4.65 | 6.07 | 3.59 | 5.30 | 5.91 |
| Yield(%) | NA | 4.19 | 4.25 | 3.97 | 4.09 | NA | NA | 3.61 | NA | 0.98 | 3.78 | 2.76 | 5.48 | 3.78 | 3.76 | 4.15 | 7.34 | 3.95 | 2.10 | 4.08 | 3.41 | 2.33 | 2.56 | 3.49 | 6.22 | 4.22 | 5.58 | 4.21 | 4.54 | 2.23 | 2.05 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate |
-1.53%
Dec 2021 - Dec 2024 |
2.71%
Feb 2004 - Feb 2009 |
5.02%
Oct 2013 - Oct 2023 |
6.49%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate |
17.26%
Feb 2009 - Feb 2012 |
15.10%
Feb 2009 - Feb 2014 |
10.49%
Feb 2009 - Feb 2019 |
9.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart