Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEPHALON, INC. 401(k) PROFIT SHARING PLAN Strategic Asset Allocation – Equal Weight Moderate | NA | 20.10% | 5.40% | 9.12% | 7.51% | 8.16% | 7.53% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEPHALON, INC. 401(k) PROFIT SHARING 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 (%) | -0.94 | 20.10 | 5.40 | 9.12 | 7.51 | 8.16 | 7.53 | … | … | 0.44 | 7.93 | 9.24 | -4.15 | 10.86 | 16.38 | 21.13 | -2.44 | 6.30 | 6.58 | 0.96 | 9.35 | 14.98 | 9.08 | 1.30 | 11.13 | 20.08 | -16.14 | 8.87 | 11.54 | 6.15 | 11.10 | 22.79 | -0.75 | 7.81 |
| Sharpe Ratio | NA | 0.19 | 0.07 | 0.44 | 0.52 | NA | NA | … | … | 0.05 | 0.15 | 0.62 | -0.46 | 1.03 | 0.85 | 2.73 | -0.36 | 0.99 | 0.80 | 0.10 | 1.21 | 2.39 | 1.87 | 0.13 | 1.25 | 1.67 | -1.13 | 0.68 | 1.26 | 0.81 | 1.58 | 3.14 | -0.23 | 0.75 |
| Standard Deviation(%) | NA | 8.89 | 9.80 | 12.33 | 10.50 | NA | NA | … | … | 7.27 | 8.90 | 8.01 | 12.09 | 10.51 | 18.96 | 7.21 | 10.48 | 5.73 | 7.95 | 9.35 | 7.71 | 6.26 | 4.83 | 9.92 | 8.82 | 11.93 | 15.15 | 8.65 | 6.58 | 4.92 | 6.44 | 7.03 | 8.00 | 7.35 |
| Draw Down(%) | NA | 6.61 | 10.62 | 20.91 | 20.91 | NA | NA | … | … | 0.51 | 6.61 | 6.11 | 11.40 | 5.53 | 20.91 | 2.72 | 12.44 | 3.03 | 5.90 | 7.12 | 4.17 | 4.12 | 3.95 | 9.80 | 7.10 | 12.43 | 26.59 | 5.38 | 7.57 | 3.60 | 6.01 | 5.69 | 11.46 | 8.50 |
| Yield(%) | NA | 4.43 | 4.14 | 4.67 | 3.84 | NA | NA | … | … | NA | 0.70 | 4.58 | 3.47 | 3.75 | 7.89 | 3.14 | 3.16 | 0.57 | 3.80 | 4.07 | 3.09 | 3.43 | 3.50 | 2.74 | 3.99 | 4.01 | 3.51 | 4.95 | 4.79 | 3.99 | 4.41 | 3.43 | 3.98 | 5.62 |
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 |
|---|---|---|---|---|
| CEPHALON, INC. 401(k) PROFIT SHARING PLAN Strategic Asset Allocation – Equal Weight Moderate |
-3.44%
Feb 2006 – Feb 2009 |
1.02%
Feb 2004 – Feb 2009 |
5.73%
Oct 2007 – Oct 2017 |
6.00%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEPHALON, INC. 401(k) PROFIT SHARING PLAN Strategic Asset Allocation – Equal Weight Moderate |
16.05%
Dec 2018 – Dec 2021 |
14.02%
Feb 2009 – Feb 2014 |
9.56%
Feb 2009 – Feb 2019 |
9.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart