Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AbbVie Savings Plan (401K) Asset Allocation Composite Moderate | NA | 14.25% | 0.27% | 6.20% | 5.65% | 7.05% | 7.07% | 7.26% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AbbVie Savings Plan (401K) 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 (%) | 1.31 | 14.25 | 0.27 | 6.20 | 5.65 | 7.05 | 7.07 | 7.26 | NA | 2.53 | 4.01 | -11.99 | 8.48 | 21.83 | 17.82 | -3.38 | 13.40 | 6.81 | -4.90 | 4.77 | 18.60 | 11.58 | 1.89 | 11.21 | 14.85 | -1.03 | 5.90 | 10.69 | 5.53 | 9.18 | 17.69 | -0.70 | 2.31 |
| Sharpe Ratio | NA | -0.35 | -0.51 | 0.34 | 0.43 | NA | NA | 0.71 | 0.29 | -0.49 | -0.03 | -1.44 | 0.91 | 2.24 | 2.56 | -0.50 | 2.80 | 1.01 | -0.68 | 0.73 | 2.67 | 1.58 | 0.14 | 1.26 | 1.67 | -0.48 | 0.31 | 1.04 | 0.50 | 1.14 | 2.47 | -0.67 | 0.01 |
| Standard Deviation(%) | NA | 8.18 | 8.08 | 8.67 | 7.93 | NA | NA | 7.67 | 7.37 | 8.30 | 6.87 | 9.28 | 9.33 | 9.64 | 6.42 | 9.33 | 4.56 | 6.54 | 7.27 | 6.55 | 6.95 | 7.30 | 13.49 | 8.80 | 8.84 | 4.07 | 9.24 | 7.11 | 6.68 | 7.23 | 6.88 | 2.69 | 0.05 |
| Draw Down(%) | NA | 7.82 | 15.71 | 18.89 | 18.89 | NA | NA | 18.89 | 1.76 | 7.39 | 6.72 | 12.96 | 4.47 | 6.26 | 3.11 | 11.18 | 1.76 | 3.98 | 9.48 | 4.51 | 4.01 | 5.68 | 11.48 | 7.08 | 4.91 | 5.71 | 5.87 | 5.87 | 4.16 | 5.72 | 2.71 | 2.91 | 0.00 |
| Yield(%) | NA | 4.12 | 4.09 | 4.07 | 3.58 | NA | NA | 2.71 | NA | 0.46 | 3.99 | 3.42 | 4.36 | 3.28 | 5.51 | 2.29 | 3.96 | 2.40 | 3.59 | 3.26 | 2.64 | 3.46 | 2.58 | 1.38 | 1.64 | 0.92 | 2.92 | 2.55 | 1.79 | 1.32 | 1.17 | 1.03 | 2.31 |
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 |
|---|---|---|---|---|
| AbbVie Savings Plan (401K) Asset Allocation Composite Moderate |
-2.09%
Dec 2021 - Dec 2024 |
3.12%
Dec 2013 - Dec 2018 |
4.49%
Oct 2013 - Oct 2023 |
6.45%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AbbVie Savings Plan (401K) Asset Allocation Composite Moderate |
15.91%
Dec 2018 - Dec 2021 |
12.53%
Jun 2009 - Jun 2014 |
9.54%
Sep 2011 - Sep 2021 |
8.66%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart