Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.54% | 4.31% | 8.09% | 7.25% | 8.40% | 8.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOWSERVE 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 (%) | -0.98 | 18.54 | 4.31 | 8.09 | 7.25 | 8.40 | 8.79 | … | … | 0.44 | 4.92 | 14.93 | -10.20 | 15.96 | 10.20 | 17.01 | -4.67 | 13.42 | 10.55 | -0.63 | 8.52 | 14.15 | 11.64 | 3.80 | 13.86 | 14.21 | 0.43 | 10.56 | 13.11 | 9.82 | 13.39 | 20.81 | 2.86 | 4.83 |
| Sharpe Ratio | NA | -0.01 | -0.09 | 0.35 | 0.50 | NA | NA | … | … | 0.06 | -0.20 | 1.42 | -0.85 | 1.84 | 0.52 | 2.18 | -0.65 | 2.79 | 1.00 | -0.07 | 1.26 | 2.12 | 1.60 | 0.29 | 1.35 | 1.54 | -0.09 | 0.82 | 1.31 | 1.22 | 1.60 | 3.24 | 0.34 | 0.45 |
| Standard Deviation(%) | NA | 8.38 | 10.20 | 12.29 | 10.46 | NA | NA | … | … | 6.90 | 8.46 | 7.50 | 13.57 | 8.68 | 19.16 | 7.15 | 9.18 | 4.59 | 10.36 | 8.76 | 6.74 | 6.67 | 7.23 | 12.92 | 10.19 | 9.15 | 5.73 | 9.24 | 7.50 | 6.27 | 7.76 | 6.22 | 5.11 | 5.57 |
| Draw Down(%) | NA | 6.24 | 14.87 | 22.26 | 22.26 | NA | NA | … | … | 0.47 | 6.10 | 6.00 | 15.29 | 3.55 | 22.26 | 3.86 | 11.71 | 1.84 | 5.62 | 7.62 | 4.28 | 4.52 | 5.38 | 11.52 | 6.73 | 4.72 | 5.43 | 6.17 | 8.88 | 4.34 | 6.05 | 3.69 | 2.66 | 4.51 |
| Yield(%) | NA | 3.47 | 3.72 | 5.24 | 5.04 | NA | NA | … | … | NA | 1.39 | 3.55 | 3.11 | 3.67 | 5.60 | 11.17 | 3.56 | 4.45 | 8.78 | 3.41 | 4.52 | 5.90 | 2.97 | 2.43 | 2.38 | 3.90 | 4.38 | 7.42 | 5.45 | 4.51 | 3.03 | 4.15 | 5.70 | 5.49 |
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 |
|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
2.09%
Mar 2017 – Mar 2020 |
3.79%
Mar 2015 – Mar 2020 |
6.39%
Oct 2013 – Oct 2023 |
7.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.50%
Apr 2003 – Apr 2006 |
13.60%
Oct 2002 – Oct 2007 |
11.23%
Apr 2003 – Apr 2013 |
10.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart