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 Strategic Asset Allocation – Equal Weight Moderate | NA | 23.37% | 3.57% | 8.00% | 7.47% | 8.69% | 7.78% | … | … |
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 Strategic Asset Allocation – Equal Weight 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 (%) | -1.28 | 23.37 | 3.57 | 8.00 | 7.47 | 8.69 | 7.78 | … | … | 0.52 | 10.91 | 14.04 | -11.72 | 5.82 | 21.50 | 22.77 | -4.97 | 12.58 | 5.46 | 2.76 | 6.37 | 17.19 | 13.90 | 1.11 | 14.27 | 26.13 | -22.57 | 7.39 | 11.61 | 8.35 | 10.96 | 20.90 | -6.55 | 2.32 |
| Sharpe Ratio | NA | 0.65 | 0.01 | 0.39 | 0.53 | NA | NA | … | … | 0.05 | 0.49 | 1.08 | -0.91 | 0.55 | 1.09 | 2.72 | -0.62 | 2.37 | 0.62 | 0.30 | 0.97 | 2.58 | 1.94 | 0.08 | 1.35 | 1.72 | -1.23 | 0.50 | 1.24 | 1.11 | 1.44 | 2.61 | -0.82 | 0.00 |
| Standard Deviation(%) | NA | 8.70 | 11.01 | 13.07 | 10.94 | NA | NA | … | … | 9.60 | 8.74 | 9.05 | 14.33 | 10.51 | 19.45 | 7.85 | 10.05 | 5.05 | 8.51 | 9.21 | 6.53 | 6.65 | 7.13 | 13.23 | 10.53 | 15.10 | 19.17 | 8.74 | 6.74 | 5.57 | 6.95 | 7.75 | 9.38 | 8.33 |
| Draw Down(%) | NA | 4.71 | 16.66 | 24.89 | 24.89 | NA | NA | … | … | 0.79 | 4.71 | 9.90 | 17.13 | 7.52 | 24.89 | 3.68 | 13.67 | 2.91 | 9.13 | 7.48 | 4.97 | 4.94 | 5.39 | 12.36 | 8.46 | 15.39 | 30.91 | 5.98 | 6.83 | 3.86 | 5.87 | 7.31 | 15.72 | 9.74 |
| Yield(%) | NA | 3.92 | 3.20 | 4.35 | 4.59 | NA | NA | … | … | NA | 0.83 | 4.06 | 1.26 | 3.77 | 7.77 | 4.30 | 6.79 | 0.36 | 4.05 | 8.43 | 5.05 | 4.29 | 2.41 | 2.62 | 2.98 | 2.74 | 3.50 | 8.71 | 5.86 | 4.22 | 3.27 | 2.79 | 1.61 | 3.01 |
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 Strategic Asset Allocation – Equal Weight Moderate |
-6.57%
Feb 2006 – Feb 2009 |
-0.53%
Feb 2004 – Feb 2009 |
6.13%
Oct 2013 – Oct 2023 |
6.17%
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 Strategic Asset Allocation – Equal Weight Moderate |
19.85%
Feb 2009 – Feb 2012 |
16.75%
Feb 2009 – Feb 2014 |
11.27%
Feb 2009 – Feb 2019 |
10.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart