Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLERGAN, INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 18.50% | 1.26% | 5.88% | 6.06% | 8.07% | 8.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLERGAN, INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.96 | 18.50 | 1.26 | 5.88 | 6.06 | 8.07 | 8.12 | … | … | 0.50 | 6.35 | 9.38 | -11.90 | 8.22 | 13.47 | 19.95 | -5.99 | 11.17 | 13.36 | -1.54 | 5.23 | 20.47 | 12.81 | 1.91 | 17.16 | 17.21 | -1.54 | 8.38 | 12.13 | 4.61 | 13.20 | 13.95 | -3.54 | -2.15 |
| Sharpe Ratio | NA | 0.11 | -0.20 | 0.16 | 0.37 | NA | NA | … | … | 0.04 | -0.02 | 0.57 | -0.98 | 0.69 | 0.65 | 2.60 | -0.66 | 2.07 | 1.44 | -0.17 | 0.64 | 2.66 | 1.54 | 0.12 | 1.62 | 1.98 | -0.46 | 0.56 | 1.17 | 0.37 | 1.46 | 1.65 | -1.18 | -0.63 |
| Standard Deviation(%) | NA | 10.63 | 11.19 | 13.68 | 11.39 | NA | NA | … | … | 10.90 | 10.72 | 8.92 | 13.50 | 11.93 | 20.38 | 7.14 | 10.99 | 5.10 | 9.16 | 9.08 | 8.14 | 7.70 | 8.27 | 15.16 | 10.56 | 8.64 | 5.35 | 9.65 | 7.56 | 6.58 | 8.42 | 8.01 | 3.94 | 7.06 |
| Draw Down(%) | NA | 6.44 | 15.37 | 23.41 | 23.41 | NA | NA | … | … | 0.95 | 6.44 | 9.29 | 17.06 | 7.51 | 23.41 | 4.10 | 15.78 | 2.36 | 6.73 | 8.93 | 5.26 | 4.10 | 5.67 | 13.72 | 8.73 | 6.56 | 10.09 | 5.94 | 8.71 | 4.75 | 6.22 | 6.72 | 3.92 | 7.33 |
| Yield(%) | NA | 3.89 | 5.38 | 5.26 | 4.97 | NA | NA | … | … | NA | 2.30 | 2.71 | 2.65 | 9.63 | 5.14 | 5.98 | 3.53 | 5.01 | 4.77 | 7.25 | 2.57 | 4.60 | 4.09 | 2.93 | 3.19 | 5.15 | 3.17 | 8.22 | 4.69 | 5.76 | 3.53 | 2.62 | 0.96 | 0.62 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| ALLERGAN, INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-0.42%
Apr 2021 – Apr 2024 |
3.07%
Sep 2018 – Sep 2023 |
4.99%
Oct 2013 – Oct 2023 |
7.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLERGAN, INC. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.43%
Mar 2009 – Mar 2012 |
15.06%
Feb 2009 – Feb 2014 |
11.08%
Aug 2008 – Aug 2018 |
10.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart