Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DENTSPLY International Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 0.71% | 3.13% | 4.47% | 4.11% | 6.29% | 7.02% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DENTSPLY International Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.03 | 0.71 | 3.13 | 4.47 | 4.11 | 6.29 | 7.02 | … | … | 1.72 | 14.43 | -16.20 | 13.54 | 14.44 | 11.07 | -1.23 | 6.95 | 5.77 | -2.42 | 4.17 | 19.77 | 6.44 | 0.75 | 8.63 | 21.20 | -0.64 | 11.49 | 14.45 | 5.97 | 11.39 | 20.16 | 1.61 | 6.12 |
| Sharpe Ratio | NA | 0.64 | 0.11 | 0.49 | 0.48 | NA | NA | … | … | 0.15 | 0.91 | -1.23 | 1.19 | 1.59 | 2.29 | -0.43 | 1.46 | 1.55 | -0.52 | 0.69 | 2.66 | 1.02 | 0.08 | 0.74 | 2.22 | -0.23 | 0.81 | 1.43 | 0.60 | 1.25 | 3.44 | 0.09 | 0.72 |
| Standard Deviation(%) | NA | 10.85 | 12.32 | 10.59 | 8.25 | NA | NA | … | … | 9.30 | 11.15 | 14.29 | 11.34 | 8.96 | 4.22 | 5.91 | 4.35 | 3.59 | 4.74 | 6.02 | 7.42 | 6.27 | 9.50 | 11.62 | 9.50 | 6.70 | 10.46 | 7.81 | 6.37 | 8.37 | 5.66 | 5.50 | 5.26 |
| Draw Down(%) | NA | 8.78 | 19.73 | 19.73 | 19.73 | NA | NA | … | … | 2.17 | 8.78 | 17.69 | 6.47 | 9.19 | 2.35 | 6.93 | 3.09 | 2.63 | 6.32 | 3.66 | 4.41 | 6.18 | 8.85 | 10.39 | 4.90 | 7.15 | 7.93 | 7.69 | 4.16 | 7.38 | 4.80 | 7.64 | 4.10 |
| Yield(%) | NA | 3.81 | 5.44 | 5.95 | 4.73 | NA | NA | … | … | 0.01 | 4.09 | 2.85 | 9.59 | 8.32 | 5.26 | 2.85 | 0.37 | 3.81 | 5.57 | 4.96 | 2.69 | 5.07 | 2.39 | 2.71 | 4.78 | 4.35 | 3.04 | 2.86 | 2.97 | 2.16 | 3.81 | 6.69 | 8.79 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| DENTSPLY International Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
2.44%
Dec 2013 – Dec 2016 |
2.58%
Dec 2013 – Dec 2018 |
4.11%
Oct 2013 – Oct 2023 |
5.70%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DENTSPLY International Inc. 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.22%
Apr 2003 – Apr 2006 |
13.70%
Oct 2002 – Oct 2007 |
10.38%
Apr 2001 – Apr 2011 |
9.13%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart