Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMC CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 31.45% | 4.96% | 8.13% | 8.14% | 8.90% | 9.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMC CORPORATION SAVINGS AND INVESTMENT 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 (%) | -1.15 | 31.45 | 4.96 | 8.13 | 8.14 | 8.90 | 9.48 | … | … | 0.68 | 19.46 | 11.83 | -11.86 | 2.48 | 19.80 | 22.82 | 1.34 | 7.97 | 10.17 | 2.12 | 5.40 | 17.25 | 13.48 | 1.57 | 12.69 | 20.31 | 2.83 | 11.81 | 12.21 | 7.01 | 12.78 | 14.98 | 2.52 | 3.85 |
| Sharpe Ratio | NA | 1.18 | 0.30 | 0.39 | 0.56 | NA | NA | … | … | 0.06 | 1.05 | 0.82 | -1.07 | 0.20 | 0.97 | 2.62 | 0.00 | 1.47 | 1.04 | 0.23 | 0.60 | 2.52 | 1.85 | 0.11 | 1.37 | 2.10 | 0.32 | 1.05 | 1.47 | 0.84 | 1.82 | 2.07 | 0.27 | 0.24 |
| Standard Deviation(%) | NA | 12.05 | 11.33 | 13.77 | 11.79 | NA | NA | … | … | 9.77 | 12.21 | 9.21 | 12.42 | 12.28 | 20.17 | 8.18 | 13.27 | 5.00 | 9.59 | 9.30 | 8.96 | 6.83 | 7.25 | 13.65 | 9.23 | 9.65 | 5.97 | 8.36 | 6.10 | 5.75 | 6.52 | 6.90 | 5.30 | 6.41 |
| Draw Down(%) | NA | 8.52 | 15.26 | 23.11 | 23.11 | NA | NA | … | … | 0.79 | 8.52 | 6.85 | 18.43 | 10.70 | 23.11 | 4.37 | 15.21 | 2.06 | 8.75 | 9.82 | 7.46 | 4.50 | 5.42 | 13.57 | 6.49 | 5.10 | 5.01 | 5.32 | 6.50 | 3.87 | 5.82 | 4.54 | 4.65 | 6.61 |
| Yield(%) | NA | 6.19 | 4.61 | 4.75 | 5.05 | NA | NA | … | … | NA | 5.01 | 2.37 | 3.36 | 2.72 | 7.23 | 4.74 | 8.52 | 3.37 | 5.93 | 5.77 | 5.69 | 4.09 | 4.51 | 2.15 | 4.03 | 5.35 | 9.12 | 5.43 | 4.56 | 4.55 | 4.55 | 3.30 | 5.84 | 7.55 |
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 |
|---|---|---|---|---|
| FMC CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.06%
Nov 2020 – Nov 2023 |
3.69%
Sep 2018 – Sep 2023 |
5.91%
Oct 2013 – Oct 2023 |
7.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMC CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.67%
Dec 2018 – Dec 2021 |
13.86%
Feb 2009 – Feb 2014 |
11.69%
Jul 2003 – Jul 2013 |
10.60%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart