Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 1.83% | 4.49% | 9.58% | 5.97% | 7.45% | 8.15% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.98 | 1.83 | 4.49 | 9.58 | 5.97 | 7.45 | 8.15 | … | … | -0.04 | 10.98 | 10.59 | -11.81 | 12.62 | 8.35 | 22.23 | -7.08 | 14.16 | 8.05 | 0.34 | 7.87 | 17.46 | 11.95 | 2.68 | 14.81 | 16.71 | -1.30 | 9.22 | 14.01 | 9.44 | 11.98 | 14.27 | -3.71 | 1.46 |
| Sharpe Ratio | NA | 0.08 | 0.29 | 0.50 | 0.41 | NA | NA | … | … | -0.11 | 0.78 | 0.76 | -0.94 | 1.18 | 0.38 | 3.06 | -0.87 | 2.43 | 0.87 | 0.03 | 0.97 | 2.25 | 1.46 | 0.19 | 1.53 | 1.99 | -0.42 | 0.61 | 1.52 | 1.07 | 1.29 | 1.76 | -1.20 | -0.13 |
| Standard Deviation(%) | NA | 10.89 | 10.56 | 11.13 | 11.54 | NA | NA | … | … | 12.54 | 9.40 | 9.14 | 14.02 | 10.68 | 21.47 | 6.78 | 9.70 | 5.55 | 8.98 | 9.70 | 8.06 | 7.73 | 8.12 | 14.22 | 9.59 | 8.36 | 5.38 | 9.99 | 6.99 | 6.75 | 8.51 | 7.70 | 4.05 | 7.48 |
| Draw Down(%) | NA | 12.85 | 12.85 | 18.78 | 28.39 | NA | NA | … | … | 11.37 | 5.25 | 8.30 | 17.21 | 4.59 | 28.39 | 3.09 | 14.52 | 2.71 | 8.41 | 8.43 | 4.47 | 5.38 | 6.03 | 12.75 | 7.34 | 6.56 | 10.12 | 6.50 | 7.69 | 4.63 | 6.76 | 5.76 | 4.17 | 7.62 |
| Yield(%) | NA | 3.75 | 3.81 | 3.80 | 4.08 | NA | NA | … | … | NA | 1.38 | 3.55 | 2.04 | 5.60 | 3.34 | 5.04 | 4.51 | 4.43 | 3.62 | 4.07 | 5.04 | 3.88 | 2.75 | 2.62 | 2.94 | 5.34 | 3.20 | 6.29 | 5.01 | 3.56 | 2.21 | 2.55 | 0.50 | 0.00 |
Data as of 03/31/2025, Common starting date is 12/31/2000
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 Tactical Asset Allocation Moderate |
0.52%
Mar 2017 – Mar 2020 |
2.47%
Mar 2015 – Mar 2020 |
5.37%
Oct 2013 – Oct 2023 |
6.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.53%
Apr 2009 – Apr 2012 |
14.16%
Feb 2009 – Feb 2014 |
11.11%
Mar 2003 – Mar 2013 |
10.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart