Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Dover Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 17.75% | 2.80% | 6.65% | 5.75% | 7.46% | 7.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dover Corporation Retirement Savings 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 (%) | -0.82 | 17.75 | 2.80 | 6.65 | 5.75 | 7.46 | 7.88 | … | … | 1.02 | -1.62 | 14.28 | -9.37 | 3.77 | 17.96 | 16.17 | -5.86 | 9.05 | 9.13 | -0.49 | 5.64 | 15.57 | 14.48 | 4.28 | 14.41 | 18.21 | -0.62 | 9.91 | 9.08 | 5.01 | 13.82 | 27.19 | 2.15 | 4.25 |
| Sharpe Ratio | NA | -0.49 | -0.27 | 0.15 | 0.30 | NA | NA | … | … | 0.10 | -0.66 | 1.15 | -0.83 | 0.33 | 0.95 | 1.34 | -0.68 | 1.64 | 0.98 | -0.06 | 0.72 | 1.88 | 1.77 | 0.28 | 1.33 | 1.99 | -0.27 | 0.74 | 0.63 | 0.34 | 1.33 | 2.75 | 0.15 | 0.26 |
| Standard Deviation(%) | NA | 12.34 | 11.49 | 13.26 | 11.42 | NA | NA | … | … | 9.29 | 12.38 | 8.73 | 12.89 | 11.48 | 18.73 | 11.00 | 10.60 | 5.13 | 9.09 | 9.21 | 7.80 | 8.28 | 8.14 | 15.43 | 10.75 | 9.11 | 5.76 | 9.31 | 9.22 | 8.30 | 9.71 | 9.63 | 6.82 | 7.34 |
| Draw Down(%) | NA | 9.50 | 16.11 | 21.63 | 21.63 | NA | NA | … | … | 0.60 | 9.50 | 7.42 | 16.71 | 6.87 | 21.63 | 6.95 | 13.29 | 2.73 | 7.95 | 8.03 | 4.81 | 4.82 | 6.29 | 13.98 | 8.30 | 4.07 | 7.38 | 5.28 | 9.55 | 4.90 | 7.65 | 4.67 | 4.94 | 6.89 |
| Yield(%) | NA | 8.21 | 6.94 | 6.64 | 6.23 | NA | NA | … | … | NA | 3.15 | 6.88 | 2.66 | 10.15 | 5.76 | 11.60 | 7.17 | 1.94 | 3.55 | 5.21 | 5.78 | 4.44 | 4.94 | 3.01 | 3.79 | 4.64 | 8.87 | 9.79 | 6.74 | 2.39 | 8.83 | 3.49 | 4.09 | 7.57 |
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 |
|---|---|---|---|---|
| Dover Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
0.63%
Dec 2021 – Dec 2024 |
2.27%
Mar 2015 – Mar 2020 |
4.70%
Oct 2013 – Oct 2023 |
6.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dover Corporation Retirement Savings Plan Tactical Asset Allocation Moderate |
17.70%
Mar 2003 – Mar 2006 |
13.86%
Nov 2008 – Nov 2013 |
12.06%
Mar 2003 – Mar 2013 |
10.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart