Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 26.15% | 4.05% | 8.48% | 7.37% | 8.49% | 9.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VARIAN MEDICAL SYSTEMS, INC. RETIREMENT 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 (%) | -1.09 | 26.15 | 4.05 | 8.48 | 7.37 | 8.49 | 9.37 | … | … | 0.44 | 13.57 | 16.54 | -13.71 | 9.97 | 13.59 | 23.27 | -6.42 | 13.24 | 7.36 | -0.41 | 7.70 | 17.58 | 9.67 | 1.87 | 15.44 | 19.04 | 3.33 | 13.45 | 11.36 | 10.25 | 15.56 | 16.32 | -0.54 | 0.28 |
| Sharpe Ratio | NA | 0.77 | 0.12 | 0.36 | 0.50 | NA | NA | … | … | 0.05 | 0.67 | 1.44 | -1.03 | 0.88 | 0.70 | 2.78 | -0.75 | 2.42 | 0.80 | -0.05 | 0.92 | 2.21 | 1.13 | 0.12 | 1.41 | 1.87 | 0.36 | 1.07 | 1.02 | 1.23 | 1.87 | 1.89 | -0.26 | -0.30 |
| Standard Deviation(%) | NA | 10.36 | 11.50 | 13.38 | 11.18 | NA | NA | … | … | 8.45 | 10.45 | 8.55 | 14.67 | 11.25 | 19.22 | 7.87 | 10.29 | 5.21 | 8.93 | 9.11 | 8.38 | 7.95 | 8.54 | 14.83 | 10.89 | 10.11 | 6.74 | 9.73 | 7.93 | 6.58 | 7.80 | 8.25 | 6.37 | 6.77 |
| Draw Down(%) | NA | 6.66 | 17.01 | 21.37 | 21.37 | NA | NA | … | … | 0.61 | 6.66 | 6.81 | 18.60 | 6.24 | 20.97 | 3.57 | 14.73 | 2.25 | 8.61 | 8.75 | 5.18 | 5.67 | 6.34 | 13.11 | 8.64 | 4.79 | 7.77 | 5.69 | 8.44 | 4.08 | 6.30 | 4.92 | 6.78 | 8.12 |
| Yield(%) | NA | 3.85 | 4.12 | 4.35 | 4.01 | NA | NA | … | … | NA | 1.48 | 3.90 | 2.95 | 4.75 | 6.14 | 3.76 | 4.45 | 3.63 | 3.86 | 3.83 | 3.05 | 4.34 | 3.99 | 2.65 | 4.55 | 4.92 | 5.02 | 6.90 | 3.29 | 2.99 | 3.15 | 2.96 | 5.47 | 7.61 |
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 |
|---|---|---|---|---|
| VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
2.53%
Dec 2019 – Dec 2022 |
3.80%
Sep 2017 – Sep 2022 |
5.70%
Oct 2013 – Oct 2023 |
7.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.63%
Apr 2003 – Apr 2006 |
14.45%
Feb 2003 – Feb 2008 |
12.28%
Jul 2003 – Jul 2013 |
11.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart