Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Asset Allocation Composite Moderate | NA | 14.44% | 4.53% | 6.17% | 5.44% | 6.38% | 7.14% | 7.02% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT 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 (%) | 1.20 | 14.44 | 4.53 | 6.17 | 5.44 | 6.38 | 7.14 | 7.02 | NA | 3.43 | 13.47 | -9.93 | 9.06 | 7.99 | 15.23 | -5.48 | 16.02 | 5.01 | -2.03 | 3.08 | 12.61 | 15.23 | -3.42 | 13.03 | 14.78 | 0.62 | 10.52 | 12.71 | 7.49 | 12.45 | 17.79 | -3.44 | -4.07 |
| Sharpe Ratio | NA | -0.02 | 0.02 | 0.32 | 0.34 | NA | NA | 0.60 | 0.39 | -0.37 | 1.22 | -0.92 | 1.20 | 0.44 | 2.23 | -0.78 | 3.66 | 0.53 | -0.24 | 0.47 | 1.76 | 1.80 | -0.23 | 1.16 | 1.65 | -1.36 | 0.76 | 1.25 | 0.89 | 1.66 | 2.48 | -1.04 | -1.30 |
| Standard Deviation(%) | NA | 8.61 | 9.60 | 11.35 | 9.70 | NA | NA | 8.80 | 7.76 | 8.55 | 7.57 | 12.28 | 7.56 | 17.69 | 6.20 | 8.72 | 4.21 | 9.00 | 8.61 | 6.52 | 7.13 | 8.43 | 15.02 | 11.11 | 8.89 | 0.22 | 9.88 | 7.54 | 5.99 | 6.95 | 6.88 | 4.37 | 4.92 |
| Draw Down(%) | NA | 7.46 | 14.00 | 18.82 | 21.90 | NA | NA | 21.90 | 1.86 | 6.34 | 6.45 | 16.22 | 3.29 | 21.90 | 3.20 | 11.79 | 1.02 | 7.42 | 10.78 | 6.21 | 7.14 | 6.98 | 15.62 | 9.40 | 4.24 | 0.21 | 6.78 | 8.61 | 3.92 | 6.33 | 5.26 | 6.30 | 8.70 |
| Yield(%) | NA | 4.12 | 3.57 | 3.94 | 3.72 | NA | NA | 3.40 | NA | 0.78 | 4.21 | 2.79 | 3.18 | 4.81 | 4.06 | 2.52 | 3.02 | 3.31 | 4.96 | 4.11 | 2.98 | 4.77 | 3.15 | 4.22 | 3.00 | 0.92 | 4.44 | 3.69 | 4.01 | 3.94 | 3.12 | 3.43 | 2.13 |
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 |
|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Asset Allocation Composite Moderate |
1.42%
Sep 2019 - Sep 2022 |
1.81%
Mar 2015 - Mar 2020 |
4.12%
Oct 2013 - Oct 2023 |
5.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARGILL EMPLOYEE RETIREMENT ACCOUNT PLAN Asset Allocation Composite Moderate |
15.84%
Apr 2003 - Apr 2006 |
12.59%
Feb 2003 - Feb 2008 |
10.83%
Apr 2003 - Apr 2013 |
9.20%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart