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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 11.18% | NA | 26.62% | 12.52% | 17.82% | 16.76% | 13.78% | 11.82% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
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 (%) | 0.96 | 26.62 | 12.52 | 17.82 | 16.76 | 13.78 | 11.82 | 11.18 | NA | 17.61 | 23.91 | -5.68 | 9.08 | 34.08 | 40.50 | 5.95 | 25.09 | 11.66 | 9.09 | 5.64 | 17.27 | 10.00 | -1.17 | 7.36 | 12.14 | -2.43 | 5.44 | 10.73 | 5.02 | 9.98 | 15.78 | -4.96 | 3.39 |
| Sharpe Ratio | NA | 1.12 | 1.22 | 1.23 | 1.51 | NA | NA | 1.10 | 0.26 | 1.47 | 2.51 | -0.66 | 0.88 | 2.28 | 4.31 | 0.47 | 4.90 | 1.71 | 0.76 | 0.89 | 2.76 | 1.38 | -0.09 | 0.80 | 1.43 | -0.68 | 0.26 | 1.25 | 0.49 | 1.43 | 2.28 | -1.27 | 74.11 |
| Standard Deviation(%) | NA | 7.62 | 8.46 | 9.59 | 9.79 | NA | NA | 8.43 | 7.73 | 7.50 | 7.83 | 10.74 | 10.31 | 14.86 | 9.08 | 9.94 | 4.99 | 6.71 | 11.96 | 6.28 | 6.24 | 7.22 | 13.30 | 9.12 | 8.44 | 4.96 | 9.28 | 5.96 | 5.84 | 6.32 | 6.61 | 4.80 | 0.01 |
| Draw Down(%) | NA | 4.75 | 11.25 | 17.23 | 17.23 | NA | NA | 17.23 | 2.29 | 4.75 | 4.43 | 15.03 | 5.12 | 8.78 | 3.44 | 8.02 | 1.24 | 4.17 | 5.92 | 4.23 | 2.83 | 5.61 | 12.79 | 7.44 | 4.27 | 7.23 | 5.38 | 4.54 | 3.75 | 4.08 | 2.65 | 7.10 | 0.00 |
| Yield(%) | NA | 16.13 | 13.47 | 15.38 | 14.27 | NA | NA | 7.47 | NA | 4.41 | 15.68 | 12.79 | 6.31 | 16.23 | 24.70 | 17.49 | 17.26 | 9.16 | 14.95 | 3.75 | 1.16 | 1.61 | 1.22 | 1.39 | 1.64 | 2.22 | 2.98 | 2.89 | 2.51 | 3.09 | 2.37 | 2.61 | 3.39 |
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 Asset Allocation Composite Moderate |
2.47%
Sep 2007 - Sep 2010 |
3.71%
May 2007 - May 2012 |
5.11%
Sep 2001 - Sep 2011 |
6.51%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401K RETIREMENT PLAN Asset Allocation Composite Moderate |
28.07%
Oct 2018 - Oct 2021 |
24.36%
Apr 2016 - Apr 2021 |
16.81%
Jan 2015 - Jan 2025 |
13.95%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart