Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Honeywell Savings and Ownership Plan Tactical Asset Allocation Moderate | NA | 22.92% | 2.96% | 9.54% | 7.21% | 8.07% | 9.10% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Honeywell Savings and Ownership 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 (%) | -1.00 | 22.92 | 2.96 | 9.54 | 7.21 | 8.07 | 9.10 | … | … | 0.14 | 10.98 | 14.89 | -16.12 | 12.11 | 19.53 | 25.61 | -6.46 | 11.46 | 8.45 | -3.14 | 8.70 | 7.57 | 15.46 | -0.07 | 16.67 | 21.06 | -11.96 | 17.51 | 18.09 | 14.23 | 14.50 | 30.71 | 3.80 | -1.61 |
| Sharpe Ratio | NA | 0.56 | -0.07 | 0.39 | 0.51 | NA | NA | … | … | 0.01 | 0.44 | 1.24 | -1.32 | 1.12 | 1.14 | 2.47 | -0.78 | 2.06 | 0.95 | -0.35 | 1.27 | 0.98 | 2.12 | -0.01 | 1.53 | 1.99 | -1.89 | 1.12 | 1.44 | 1.71 | 1.52 | 4.85 | 0.47 | -0.53 |
| Standard Deviation(%) | NA | 9.98 | 10.82 | 12.29 | 10.64 | NA | NA | … | … | 10.48 | 10.03 | 8.59 | 13.27 | 10.80 | 16.89 | 9.82 | 9.93 | 5.27 | 8.71 | 8.99 | 6.84 | 7.67 | 7.26 | 13.99 | 10.84 | 10.53 | 6.83 | 13.02 | 10.28 | 7.06 | 8.94 | 6.19 | 5.71 | 7.36 |
| Draw Down(%) | NA | 6.50 | 19.16 | 21.79 | 21.79 | NA | NA | … | … | 0.94 | 6.50 | 7.53 | 20.81 | 4.69 | 21.79 | 3.20 | 13.97 | 2.12 | 6.96 | 8.56 | 4.87 | 7.83 | 5.31 | 13.94 | 8.51 | 5.08 | 15.00 | 9.61 | 14.10 | 6.13 | 10.28 | 2.34 | 3.57 | 11.09 |
| Yield(%) | NA | 5.55 | 4.87 | 6.28 | 5.31 | NA | NA | … | … | NA | 1.48 | 5.57 | 3.25 | 4.96 | 3.90 | 15.79 | 6.29 | 1.97 | 7.63 | 2.50 | 3.18 | 2.52 | 4.25 | 3.77 | 3.72 | 3.06 | 4.58 | 11.40 | 8.62 | 2.74 | 2.47 | 4.79 | 5.94 | 5.39 |
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 |
|---|---|---|---|---|
| Honeywell Savings and Ownership Plan Tactical Asset Allocation Moderate |
0.61%
Apr 2021 – Apr 2024 |
3.55%
Dec 2013 – Dec 2018 |
5.74%
Oct 2013 – Oct 2023 |
6.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Honeywell Savings and Ownership Plan Tactical Asset Allocation Moderate |
22.02%
Apr 2003 – Apr 2006 |
19.59%
Oct 2002 – Oct 2007 |
13.25%
Apr 2003 – Apr 2013 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart