Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate | NA | -1.08% | 7.25% | 4.32% | 7.22% | 6.80% | NA | 7.18% |
Data as of 03/29/2019, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate | 12/31/2000 | 06/27/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | -1.08 | 7.25 | 4.32 | 7.22 | 6.80 | NA | 7.18 | 6.88 | -6.42 | 18.25 | 3.74 | -4.83 | 8.05 | 17.41 | 10.53 | 1.44 | 7.90 | 12.65 | -1.33 | 8.35 | 9.27 | 6.68 | 11.04 | 20.95 | 1.37 | 2.31 |
| Sharpe Ratio | NA | -0.32 | 0.84 | 0.42 | 0.79 | NA | NA | 0.77 | 0.72 | -0.72 | 3.42 | 0.55 | -0.63 | 1.12 | 2.36 | 1.33 | 0.10 | 0.82 | 1.40 | -0.63 | 0.56 | 0.80 | 0.67 | 1.38 | 3.02 | 0.12 | 0.01 |
| Standard Deviation(%) | NA | 9.85 | 8.21 | 7.79 | 9.06 | NA | NA | 7.86 | 8.50 | 10.75 | 5.16 | 6.40 | 7.65 | 7.16 | 7.37 | 7.89 | 14.82 | 9.48 | 8.99 | 3.58 | 9.50 | 7.53 | 6.70 | 7.31 | 6.70 | 2.22 | 0.05 |
| Draw Down(%) | NA | 14.21 | 14.21 | 14.21 | 14.21 | NA | NA | 14.21 | 4.18 | 14.21 | 1.43 | 3.47 | 9.63 | 4.85 | 5.68 | 6.42 | 13.05 | 7.87 | 4.87 | 5.40 | 6.46 | 7.77 | 4.27 | 7.00 | 3.67 | 2.07 | 0.00 |
| Yield(%) | NA | 4.76 | 3.31 | 3.63 | 3.23 | NA | NA | 3.18 | 0.67 | 4.59 | 4.02 | 1.28 | 3.97 | 4.59 | 5.00 | 2.57 | 2.64 | 1.73 | 1.92 | 0.92 | 7.23 | 4.42 | 3.23 | 2.90 | 1.98 | 1.17 | 2.31 |
Data as of 03/29/2019, 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 |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
2.18%
Dec 2013 - Dec 2016 |
3.24%
May 2014 - May 2019 |
6.07%
Apr 2006 - Apr 2016 |
6.62%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDTRONIC INC. SAVINGS AND INVESTMENT PLAN Asset Allocation Composite Moderate |
14.82%
Apr 2003 - Apr 2006 |
11.62%
Oct 2002 - Oct 2007 |
9.37%
Apr 2003 - Apr 2013 |
8.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart